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Showing 221 - 230 of 296 results for "New clients"

Video SoAs on the cards

ELISE BURGESS | THURSDAY, 16 FEB 2012

... media strategies should ultimately result in an adviser extending their reach beyond the norm channels of attracting new clients and develop a brand.

Advisers need to work on social media presence

MELANIE TIMBRELL | THURSDAY, 9 FEB 2012

... media tool for US advisers, with 60% of social media users reporting success in generating referrals or acquiring new clients. The message from Pannunzio is to use words that promote search engine optimisation, actively interact with select groups and ...

Annual fee collation too complex: FPA to PJC

MELANIE TIMBRELL | TUESDAY, 24 JAN 2012

... On average a fully advised client might have 18 different products," he said. The FPA acknowledged that while for new clients systems could be set up with relative ease to allow for the annual FDS, reporting on existing legacies would be problematic ...

UBS GAM scores EUR 500 million mandate

ELISE BURGESS | MONDAY, 21 NOV 2011

... past twelve months, GRE's Global Multi-Manager business has landed new mandates to the value of US$1 billion and 35 new clients from Europe and North America.

OneVue eyes insto investor for global growth

RACHEL DAVIS | WEDNESDAY, 2 NOV 2011

... accounting firms about the OneVue UMA platform and that the business expected to make further announcements regarding new clients before the end of the calendar year. Some of the groups that currently have advisers actively using part of or the full ...

AAT grants stay for AFSL cancellation decision

ELISE BURGESS | FRIDAY, 28 OCT 2011

... review, something AAT granted as long as Romad did not authorise any new authorised representatives, did not engage any new clients and maintained all professional indemnity insurance until the determination of the review. Romad must also notify its' ...

FOFA reaches parliament with undisclosed feature

ELISE BURGESS | FRIDAY, 14 OCT 2011

... consultation." The FPA said the inconsistency of this new disclosure and opt-in was apparent with opt-in affecting only new clients and the disclosure statement affecting all clients.

OneVue to expand its UMA platform distribution

CLAIRE MCGREAL | TUESDAY, 11 OCT 2011

... Road, Australian Financial Services and Madison Financial Group. Head of OneVue Connie McKeage said an announcement on new clients is expected before the end of the year. "OneVue was the first in Australia to create the UMA style of platform and it's ...

Call for realism on planner services

MATT WOODINGTON | WEDNESDAY, 28 SEP 2011

... financial advice, the key issue Galagher raises is whether those Australians even realise what that would entail. "New clients could be disappointed in their early meetings with a financial planner if deep down they are hoping for suggested investments ...

Rice Warner clarifies $11 estimate

ELISE BURGESS | THURSDAY, 15 SEP 2011

... forming the estimate and had factored in the proposed grandfathering provisions which state opt-in will only apply for new clients from July 1 2012, therefore making the first opt-in process July 2014. "Thus, advisers who adapt their business models ...

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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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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.

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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 ...

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Effie Dimitropoulos

Chief executive

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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.

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Jessica Sclafani

Global retirement strategist

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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.

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Advisers Big Day Out - Geelong

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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.

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