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Showing 161 - 170 of 296 results for "New clients"

Sherrin kicks goal with merger

DARREN SNYDER  |  WEDNESDAY, 19 OCT 2016
... considering a merger or acquisition for a long time as we looked at ways we could evolve our business, grow in size, add new clients and bring on some talented advisers and support staff. With the Medico Legal Insurance Group, we believe we have found ...

AMP launches new advice business

ALEX BURKE  |  WEDNESDAY, 5 OCT 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 ...

CFS sets focus on financial literacy with Wealth IQ

KERRIE SYDEE  |  MONDAY, 19 SEP 2016
... conversations about financial planning concepts. "The tool is designed the help eliminate investment jargon, particularly with new clients who may be new to financial advice and importantly it is not a marketing tool... we do that with intent and on ...

IRESS to buy data provider for $14m, hire 118 staff

ALEX BURKE  |  WEDNESDAY, 14 SEP 2016
... role as the essential provider of integrated trading, market data and wealth management solutions to existing and new clients. "The acquistion of INET BFA aligns with and supports this strategy, strengthening IRESS in South Africa and building on our ...

IQ Group expands Australian presence

KERRIE SYDEE  |  MONDAY, 5 SEP 2016
... match service opportunities creation to IQ Group IP for business technology strategy and solutions for existing and new clients. Ugarte has over 16 years' experience in solution sales, consulting and customer service, having held roles with Citi, Bloomberg ...

New Bentleys director to encourage growth

JAMIE WILLIAMSON  |  THURSDAY, 1 SEP 2016
... of the Australian economy, contributing over 90% of Australian GDP. It will be great to connect with existing and new clients and provide them with advisory services to help grow their business." The appointment follows the recent launch of Bentleys' ...

Inflows and performance boost Australian Ethical profits

MARK SMITH  |  WEDNESDAY, 31 AUG 2016
... do not have to sacrifice returns to do so. This growing realisation is reflected in our continued strong growth in new clients and inflows." "We believe the growth trajectory of ethical investment is set to continue." One piece of bad news stemming from ...

TAL upgrades Risk Academy

KERRIE SYDEE  |  TUESDAY, 23 AUG 2016
... the Tax Practitioners Board (TPB)CPD accreditation plus extended sessions focusing on estate planning and engaging new clients." "We wanted to reward advisers who are dedicated to quality advice outcomes by providing them with continuous professional ...

Bentleys NSW takes the leap into financial planning

KERRIE SYDEE  |  MONDAY, 8 AUG 2016
... needed to do something to remain viable in this space. "We have thought long and hard about what our existing and new clients need to sustain a sound financial future, and Bentleys Wealth Advisors was the natural next step for our business. We saw the ...

Parametric exploring super smart beta

DARREN SNYDER  |  WEDNESDAY, 10 FEB 2016
... expects to double its assets under management from $3 billion to $6 billion by the second quarter of 2016, announcing new clients with at least one after-tax passive mandate. Speaking to Financial Standard this week, Parametric said tax costs at a super ...