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Showing 191 - 200 of 296 results for "New clients"

Praemium upgrades CRM planning software

LAURA MILLAN | WEDNESDAY, 2 APR 2014

... integrates with Microsoft Outlook, so advisers can manage the process from generation all the way through onboarding new clients and managing client investments and reviews. At the same time, clients' information, contacts, communications and documents ...

Guardian launches referral network strategy guide

JAMES FERNYHOUGH | WEDNESDAY, 26 MAR 2014

... arrangements and identifying the right partners and clients. Suncorp Life head of dealerships Simon Harris said: "Finding new clients is key to sustaining and growing a thriving practice. Our goal is to train advisers to form new centres of influence ...

Citi closes gap in custody race

JAMES FERNYHOUGH | THURSDAY, 13 MAR 2014

... Martin Carpenter, managing director of Citi's custody business, said his company's growth was down to a mixture of new clients - including $14 billion super fund HOSTPLUS - and market appreciation. "We're very hopeful to continue to grow at similar rates. ...

S&P DJI eyes aligned advice groups with new role

JAMES FERNYHOUGH | FRIDAY, 21 FEB 2014

... how we can be involved." As ETFs are retail products, the advice channel could potentially open up a large number of new clients. However, Davies said SPDJI is also sounding out the institutional super space, where a number of funds are offering member ...

Government releases FoFA amendments

LAURA MILLAN | FRIDAY, 20 DEC 2013

... industry." The proposal also considered that the requirement to provide fee disclosure statements only applies to new clients from 1 July 2013. "Applying this requirement to existing clients is overly onerous as the fee disclosure arrangements are significantly ...

Hedge fund growth plans hampered by lack of demand

MARK SMITH | WEDNESDAY, 11 DEC 2013

... Instead, they seek the best type of manager for particular strategies. This explains why managers attract money from new clients at almost the same rate as they do from existing clients," Elias said.

CIO exit forces Bedlam closure

MARK SMITH | FRIDAY, 15 NOV 2013

... such a rating, whether warranted or not. The result is that a considerable net outflow is expected, whilst potential new clients are almost certain to delay any investment decision," the note said. "The consequences would be a material fall in fee income ...

Advisers battle to reconnect with disengaged clients

LAURA MILLAN | MONDAY, 4 NOV 2013

Financial planners are fishing for new clients among Australians who have never sought advice before, but technology could help them reconnect with disengaged clients already in their practices. "There are very few practices that don't have a number ...

YBR and Morphic partner with Winston Capital

LAURA MILLAN | THURSDAY, 19 SEP 2013

... Money Fund. Winston will also distribute Morphic Asset Management's Global Opportunities Fund. "We have brought on new clients and are in discussion with a number of equally sophisticated asset management businesses," Winston founding partner Andrew ...

AMP adds four NZ advice firms to network

MARK SMITH | FRIDAY, 30 AUG 2013

... security provided by AdviceFirst. "As a result of these acquisitions, we're excited to welcome a significant number of new clients and demonstrate our unique value proposition to them. We're particularly pleased to be opening a new office in Dunedin ...

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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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