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Showing 151 - 160 of 296 results for "New clients"

IRESS and MainstreamBPO in super admin deal

KARREN VERGARA  |  THURSDAY, 13 JUL 2017
... the acquisition is a good strategic fit, adding scale to the existing super fund business and will enable access to new clients through a trustee platform. IRESS chief executive Andrew Walsh added: "MainstreamBPO has been a client of IRESS for many years ...

Fortnum inks advice fintech deal

ALEX BURKE  |  TUESDAY, 4 JUL 2017
... developments in the pipeline, will enable all Fortnum advisers to access market-leading technology to engage and acquire new clients, service existing, and foster innovation around advice delivery," Shaw said. MoneySoft's partnership with Fortnum follows ...

Advisers boost ethical investments

KARREN VERGARA  |  TUESDAY, 20 JUN 2017
... alternative transport, healthcare, education providers and sustainable property. "Our adviser members are constantly finding new clients contact them concerned about their investment exposure to the fossil fuels, particularly in their superannuation ...

Twitter becomes gateway to 30 million 'investment' audience

MICHELLE BALTAZAR  |  FRIDAY, 5 MAY 2017
Nine in 10 financial advisers in the US said they have gained new clients through their social media accounts, research shows. According to a 2016 social media survey by Putnam Investments, there are now more than 30 million Twitter users in the US ...

Investment consultant strengthens Australian team

EMMA RAPAPORT  |  FRIDAY, 31 MAR 2017
... working together with Vish in our Sydney office," van Zyp said. "Since the beginning of the year we have won multiple new clients, so the timing of Vish's appointment could not be better. Vish's experience and skill set will help serve our current Australian ...

Centrepoint growing wealth business

KARREN VERGARA  |  MONDAY, 27 FEB 2017
... a 29% EBITDA increase on the previous corresponding period to $4 million, which was supported by steady growth in new clients, a growing salaried advice business and healthy fund flows into managed accounts solution, the company said. The sale of its ...

Top 10 financial planning stories in 2016

STAFF WRITER  |  TUESDAY, 20 DEC 2016
... adviser experiences with new technologies designed to make "goals-based advice more accessible to more Australians." New clients will work with "goals coaches" to identify goals - both from a list of 29 derived by AMP research, and by creating their ...

Robo is the adviser's new best friend

KERRIE SYDEE  |  FRIDAY, 2 DEC 2016
... financial advisers, but notes robo has the ability to become the adviser's best friend through its ability to attract new clients and help those clients better understand the advice they are receiving. "Advisory firms may need to embrace new technologies ...

GBST partners with boutique administrator

JAMIE WILLIAMSON  |  FRIDAY, 4 NOV 2016
... GBST managing director, Robert DeDominicis, said GBST is excited by the partnership which allows the firm to access new clients and explore global opportunities. "Through FundBPO, GBST Composer provides an aggregated service with significant benefits ...

Advisers optimistic amid challenges

KERRIE SYDEE  |  THURSDAY, 27 OCT 2016
... while 92% of UK and US advisers expected to grow their amount of advised assets. "There's no question that attracting new clients in an already competitive environment is a tough task, not just in Australia, but globally. We hear from advisers that there ...