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Showing 171 - 180 of 296 results for "New clients"

Midwinter expands with new distribution head

MARK SMITH | WEDNESDAY, 27 JAN 2016

... division. Plummer said: "2015 was a period of rapid growth for us and a massive year for fintech in general. With many new clients coming on board and with Midwinter's Digital Advice Solution due for release a couple months from now, it was evident we ...

Asteron creates LIF-ready adviser commissions

ALEX BURKE | MONDAY, 18 JAN 2016

... operates similarly, while the wholesale rate includes a 25% premium discount with an additional 15% price cut for new clients in the first year. "Advisers are asking for flexibility, so we have developed a first-to-market customised rate that enables ...

Women program to reach all CBA advisers

LAURA MILLAN | THURSDAY, 19 NOV 2015

... between male and female customers and provides advisers with tools to put these ideas into practice with existing and new clients. Speaking at the Financial Planning Association (FPA) Professionals Congress in Brisbane, CBA executive general manager ...

FEATURE: The great race to invest

LAURA MILLAN | THURSDAY, 19 NOV 2015

... coming to us heavily invested in cash but willing to invest." Shorte explains that he has been cautious with these new clients. "This is not a time to be throwing large sums of money into the market. We have been working towards preserving their money ...

OneVue acquires Super Managers Australia

ALEX BURKE | THURSDAY, 5 NOV 2015

... significant restructuring of the business has already been completed and the business now has a pipeline of potential new clients. "The business is also already fully integrated with both OneVue's digital direct service and the recently launched LUMINOUS ...

Endeavour joins new OneVue platform

ALEX BURKE | WEDNESDAY, 7 OCT 2015

... the move to OneVue's dedicated platform will take us to the next level of functionality and support for advisers and new clients outside our existing network." Linchpin's 200 financial planners represent $7 billion in funds under advice.

Super funds cautious about administration

DARREN SNYDER | TUESDAY, 29 SEP 2015

... Group, saying there is a large responsibility to deliver the right technology outcomes for both long-standing and new clients. Speaking at an Australian Institute of Superannuation Trustees (AIST) event in Sydney yesterday, AvSuper chair George Fishlock ...

OneVue wins Centuria property mandate

ALEX BURKE | WEDNESDAY, 9 SEP 2015

... to us." She added, "The appointment by Centuria creates even greater economies of scale which allows existing and new clients to leverage the investment made in the last year in automation and infrastructure across the company." Centuria Property Funds ...

Mercer appoints marketing chief

ALEX BURKE | FRIDAY, 4 SEP 2015

... positions us well to bolster our customer experience capability for existing clients, and demonstrate value to potential new clients through our marketing outreach. "It will also add immense value to the way we work with clients across the full breadth ...

GBST wealth management performance drives 52% profit boost

ALEX BURKE | WEDNESDAY, 12 AUG 2015

... change continued to drive sales, and deployment of GBST Composer to support UK Pensions Freedom legislation helped win new clients. Australian Wealth Management operations successfully completed several large migration projects for banks and financial ...

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Treasury responds to Debelle's review into the AOFM

KARREN VERGARA

Treasury has responded to the Guy Debelle-led review into the Australian Office of Financial Management (AOFM), agreeing to all six recommendations.

Bravura ups guidance, reports earnings increase

RIDDHIMA TALWANI

Bravura Solutions informed investors cost discipline will protect its full year earnings result after a client migrated to a Business Process Outsourcing (BPO) early in the year.

MaxCap hires from Vanguard, AustralianSuper

MATTHEW WAI

MaxCap has welcomed two senior directors, including a portfolio manager from Australia's largest super fund, reporting to the recently named chief executive Kylie Robb.

Zenith snags mandate from Granite Bay

MATTHEW WAI

Granite Bay Private Wealth has selected Zenith Investment Partners to support their investment governance and due diligence.

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