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Showing 131 - 140 of 296 results for "New clients"

Bank distribution head goes green

JAMIE WILLIAMSON  |  FRIDAY, 25 MAY 2018
... is a leading fund manager in the Australian ethical landscape and I look forward to working with our existing and new clients to build on our presence and capabilities." Likewise, UCA chief executive Mathew Browning said Brennan's combination of strategic ...

IPS triples funds under administration

HARRISON WORLEY  |  MONDAY, 21 MAY 2018
... existing clients, which shows that IPS truly gives its advisers a point of differentiation which helps them engage new clients and referral partners like accountants." The news comes after BTFG announced last week that its BT Panorama platform passed ...

Westpac obscured bad adviser reference check

KARREN VERGARA  |  FRIDAY, 20 APR 2018
... excuse, saying it was in poor effort Westpac did not disclose the nature of the issues and failed to protect Smith's new clients by not sharing it with another licensee.

Asset consultant announces senior hire

HARRISON WORLEY  |  FRIDAY, 6 APR 2018
... practitioners to recently come on board at Frontier, says a lot about the firm. We have been very pleased to add a series of new clients over the last year and have been patient in our recruiting to ensure we can continue to offer the kind of customised ...

Global Merces launches managed funds regtech

KARREN VERGARA  |  FRIDAY, 9 MAR 2018
... slashes the managed funds application process to five minutes. FUND.ID, a straight through processing system, on-boards new clients using an electronic signature and bank level encryption. It's able to identify retail investors and self-managed super ...

How to find alpha in advice: Vanguard

KARREN VERGARA  |  TUESDAY, 27 FEB 2018
... who's been with you for 10 or 15 years, not the prospect that you're going out to get tomorrow," he said. Prospecting new clients typically incurs "unbelievable costs," with no revenue coming in the first year and often operates at a loss. The amount ...

SelfWealth lists on ASX

JAMIE WILLIAMSON  |  THURSDAY, 23 NOV 2017
... maintain its competitive position. "With the funds raised, we are looking forward to accelerating our efforts to reach new clients and intermediaries, enhancing our platform experience, and developing further offerings that would be of interest to our ...

Industry veteran joins RBC, targets Australian growth

EMMA RAPAPORT  |  MONDAY, 13 NOV 2017
... and client coverage activities in the region, and developing the business to gain further momentum with existing and new clients. Travers said: "As we look to grow market share in the region, Brown's proven track record for developing businesses, coupled ...

Planners divided on mental health advice

JAMIE WILLIAMSON  |  MONDAY, 13 NOV 2017
... information as their client's doctor if they are to implement adequate estate planning and wealth protection strategies. "New clients often turn up thinking we're only there to discuss how many zeroes they have in their bank accounts...This means they ...

AMP rolling out enhanced goals-based advice business

DARREN SNYDER  |  WEDNESDAY, 1 NOV 2017
... a couple of steps of the actual advice being generated. It all forms part of the advice experience at AMP Advice. New clients can expect to be introduced to a personal financial "concierge" and "goals coach" before digitally determining financial behaviours ...