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Showing 201 - 210 of 296 results for "New clients"

FoFA could lock advisers into licensees for life

LAURA MILLAN | FRIDAY, 26 JUL 2013

... then the grandfathering exemption will disappear. After moving to a new Licensee, the clients will be treated as 'new clients' with a financial disclosure statement required within one year and opt in will start in the second year. Radar Results said ...

Financial planners lose out to accountants on SMSFs

JAMES FERNYHOUGH | THURSDAY, 25 JUL 2013

... other hand, 31% of those who had no relationship with an accounting firm said it would be easier to retain and acquire new clients outside the SMSF sector. These figures demonstrate, firstly, that SMSF investors want to make their own investment decisions. ...

OneVue strenghtens platform offering

LAURA MILLAN | WEDNESDAY, 17 JUL 2013

... arrangements, collectibles, non custodial shares, warrants and structured products. The packages will apply to all new clients while existing clients will not be impacted unless they choose to transition. "Both investment packages will offer next generation ...

CFS upgrades FirstChoice and FirstWrap platforms

MARK SMITH | TUESDAY, 7 MAY 2013

... obligations from 1 July. The payment of conflicted remuneration has also been removed on FirstChoice Retail which means new clients are eligible for an automatic fee rebate from 11 June. The fee rebate is equivalent to the amount of commission that was ...

Australian Ethical profits jump

MARK SMITH | MONDAY, 4 MAR 2013

... "Greater brand awareness and further improvement in client acquisition and conversion processes have also led to record new clients taken on in January and February this year which is a positive sign for the future."

Guardian Advice unveils mentoring and equity partnership program

LAURA MILLAN | THURSDAY, 28 FEB 2013

... experienced advisers ready to retire by buying their books of clients, splitting them and giving younger advisers new clients to work with. "Lots of Baby Boomers are ready to retire and they have been successful over the years, but because of that, GenX ...

GFG Group partners with Attra to boost payment service

MARK SMITH | WEDNESDAY, 23 JAN 2013

... company GFG Group has partnered with Australian IT company Attra in a bid to boost service delivery to existing and new clients and increase competitiveness in emerging markets. Attra specialises in providing independent software testing, application ...

Strong growth in securities lending: J.P. Morgan

BEN COLLINS | FRIDAY, 9 NOV 2012

... we are number one, and on a global basis we are in the top two or three. "In Australia this year we have added some new clients, and through to the end of the year we plan to add some more," he said. While there hasn't been a "Eureka" moment, institutional ...

Advisers failing to engage disillusioned consumers

MARK SMITH | THURSDAY, 1 NOV 2012

... said. Sheils, meanwhile, believes that advisers can begin tackling the problem from the very first interactions with new clients. "Trust is the most important thing in this industry," she said. "My research has shown that the number one reason for consumers ...

AMP updates FLP insurance offering

LINDA HAUSKEN | MONDAY, 20 AUG 2012

... Protection, Flexible Lifetime - Super and Flexible Lifetime - Flexible Protection. The changes apply automatically for new clients as well as for clients who currently have insurance under these products.

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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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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.

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