Search Results | Showing 211 - 220 of 296 results for "New clients" |
| | | ... Wrap for 13 years, with Snowball using Asgard for the same amount of time. The merged SFG will not be putting any new clients onto the Asgard platform, but will continue using it for existing clients. "We are delighted that the merged company sees significant ... |
| | | | ... impact their business over the next 12 months include legislative change (56%), profitability (41 %) and attracting new clients (39%). "While some of these issues present challenges for advisers, they can also be used as an opportunity to look at what ... |
| | | | ... Kinens, IRESS senior business development executive. "This is a big ask and the approach has sometimes overwhelmed new clients and made them feel that financial planning cannot help them meet more immediate and specific goals. "Focusing on one particular ... |
| | | | ... been appointed to provide custodial and administration services to Maple-Brown Abbott's retail funds, one of nine new clients the business has won in the past nine months. With approximately $10 billion in funds under management, Maple-Brown Abbott (MBA) ... |
| | | | ... million) and Health Industry Plan ($30 million), bringing Bentham's funds under management to over $2 billion. "Our new clients were attracted to the yield but also the senior secured nature of loans," said Bentham managing director, Richard Quin. "Investments ... |
| | | | ... stewardship QIC GRE continued to deliver above benchmark performance to our clients, was instrumental in attracting many new clients and just last year led a record $1.72b capital-raising for the domestic real estate fund," said McTaggart. QIC GRE holds ... |
| | | | ... after it completed its purchase of the dealer group. Effective from May 1 this year, DKN Financial Group existing and new clients will pay lower fees on the platform badge of BT Wrap, with the administration fee cap representing a 25% discount on the ... |
| | | | ... them. These included getting rid of the opt-in renewal requirement, annual fee disclosure being only required for new clients or be gotten rid of completely, an amendment to best interest duty, and a one-year transition and implementation period for ... |
| | | | ... relevant and well-formed content and the next is to create an online presence through social media. "Planners can drive new clients by taking advantage of the online opportunities that are out there. But they need to be part of the conversation," said ... |
| | | | Investment and super platform HUB24 has secured four new clients, bringing in over half a billion dollars in funds under management for the Investorfirst owned subsidiary. Advisers at DFS Solutions, Equiti Private Wealth, Oxbrey Financial Group and ... |
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