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Showing 141 - 150 of 296 results for "New clients"

Trustee Partners recruits ahead of opening NZ office

JAMIE WILLIAMSON  |  THURSDAY, 26 OCT 2017
... product offerings and their marketing. They will also oversee the successful transition and ongoing engagement of new clients and ensure partnerships and relationships are maintained with existing clients. Trustee Partners focuses on superannuation and ...

Advisers must provide more than financial health checks

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
... as recreational or lifestyle habits as they are key factors in determining which wealth strategies are feasible. "New clients often turn up thinking we're only there to discuss how many zeroes they have in their bank accounts, or what hot new stocks ...

AFA and Map My Plan join forces

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... fintech to its members. It is expected advisers will be able to utilise the partnership to help connect with potential new clients who may not be sure if they need advice or may question the value of advice. The idea being advisers can discover new opportunities ...

Succession planning ensures quality customer service

JAMIE WILLIAMSON  |  WEDNESDAY, 4 OCT 2017
... planning business revenue in fees charged and longevity of client retention. Yet another measure will be the number of new clients introduced to the practice by satisfied clients referring the planner to family, friends, peers and business associates ...

AMP Capital invests in US telecoms giant

JAMIE WILLIAMSON  |  TUESDAY, 3 OCT 2017
... some of the top infrastructure companies in the region," he said. Trears added that AMP Capital attracted a number of new clients for the fund throughout North America, including large Canadian pension funds. "Infrastructure debt meets their investment ...

Infocus buys influential advice business

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2017
... Bristow. According to the announcement, Announcer will continue to deliver its holistic service model to current and new clients and all staff will remain with the Announcer business. Announcer was a finalist for the Association of Financial Advisers ...

Super engagement increases Link growth

DARREN SNYDER  |  FRIDAY, 18 AUG 2017
... three years, costing about between eight and $15 million to implement. Link's corporate markets business saw about 240 new clients join in the last 12 months. This included significant new business from India, as well as Australia, New Zealand and other ...

Melbourne to host SMSF expo

KARREN VERGARA  |  MONDAY, 7 AUG 2017
... Melbourne will host the Self-Managed Super Fund Expo next year, bringing together critical players in the SMSF space. New clients considering setting up an SMSF will have the chance to meet superannuation service providers, trustees and industry experts. ...

AIA announces pricing changes

KARREN VERGARA  |  MONDAY, 7 AUG 2017
AIA Australia is adjusting its level premiums and stepped life rates as well as offering further discounts for new clients. New members joining the Priority Protection and Priority Protection for Platform Investors products will be affected by the changes. ...

Advice requires customisation: Research

KARREN VERGARA  |  WEDNESDAY, 26 JUL 2017
Financial advisers who customise services at an individual personal level are not only more likely to win new clients but are perceived to be trusted advisers, according to an academic. Research shows while an adviser's expertise and reputation are ...