The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 181 - 190 of 296 results for "New clients"

Mercer appoints new sales leader

DARREN SNYDER | WEDNESDAY, 29 JUL 2015

... experience capability. He said Zanker's addition will help communicate the value of these developments to potential new clients. "Competition within the super funds market has never been as fierce, and we have steadily and strategically been transforming ...

Rubik appoints general manager from IOOF

MARK SMITH | WEDNESDAY, 24 JUN 2015

... benefit to Rubik as it continues to expand its client base both through retention of existing clients and by attracting new clients to its offering. "Marc has the right skills to continue with Rubik's growth strategy, whether it is driving new business ...

No inflation but no growth either: Janus Capital

MARK SMITH | MONDAY, 27 APR 2015

... investment officer of equities and asset allocation Enrique Chang. Visiting Australia to meet with existing and potential new clients, Chang said the Federal Reserve, European Central Bank and other organisations are attempting to generate growth but ...

OneVue's platform FUA rise 45%

LAURA MILLAN | MONDAY, 2 MAR 2015

... OneVue Group chief executive Connie Mckeage said. "The development of mFund and greater levels of automation has added new clients and driven a two fold increase in processing efficiency. Outsourced registry is now very well positioned for growth."

Perpetual forecasts $18m benefit from Trust acquisition

LAURA MILLAN | FRIDAY, 27 FEB 2015

... Private profit before tax was up 16% to $18.9 million for the period and the business registered an increase in net new clients. "With the right business model in place, The Trust Company has been an important accelerator for our Perpetual Private growth ...

CBA unveils tougher adviser standards

LAURA MILLAN | MONDAY, 14 JUL 2014

... chief executive Brad Fox said. Advisers should be open about their value proposition and not enter conversations with new clients on the defensive; a difficult task considering that "advisers feel a bit beaten up; the situation is affecting them at a ...

Low rates force banks to change term deposit strategy

LAURA MILLAN | THURSDAY, 12 JUN 2014

... as well as 31,000 clients leaving term deposits. However, the bank compensated the losses with a spike of 375,000 new clients in bonus interest or reward accounts. ANZ also made up term deposit losses with gains in all three other products, as did the ...

Custodians fight hard for big super deals

JAMES FERNYHOUGH | MONDAY, 5 MAY 2014

... of the new technology has been in the investment analytics space. That's been a big part of being able to win our new clients," he said. According to December 2013, NAB is the biggest player in the market, with around $631 billion in assets under custody. ...

Advisers need soft skills first to engage new clients

LAURA MILLAN | WEDNESDAY, 30 APR 2014

Soft skills and the ability to enthuse clients are more important than the value of the advice service during the first stages of the financial planning process. The latest CoreData 'Financial planning shadow shop' report revealed that the most successful ...

Advisers at risk of losing three in 10 clients

MARK SMITH | MONDAY, 14 APR 2014

... advisers - firstly, by identifying and keeping those clients who are in danger of leaving and secondly, by acquiring new clients looking to switch. The length of the existing relationship had little impact on a clients' decision to leave. One in five ...

PAGE:

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.

Videos

Brought to you by

Strength amid noise

Product showcase: A guaranteed future

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

Maintaining a fundamental focus in a world obsessed with the short term

Follow the leaders

The market has changed. The opportunity hasn't.

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE

Effie Dimitropoulos

Chief executive

AUDD

Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

READ MORE

Jessica Sclafani

Global retirement strategist

T. Rowe Price

Rethinking default design in a changing market environment

The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.

READ MORE

Industry Events

MORE INDUSTRY EVENTS

JUL

Advisers Big Day Out - Geelong

Featured Profile

MORE PROFILES

Blake Briggs

CHIEF EXECUTIVE OFFICER
FINANCIAL SERVICES COUNCIL

Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.

READ MORE