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Showing 231 - 240 of 296 results for "New clients"

Retail super fund commissions revealed

MATT WOODINGTON  |  TUESDAY, 6 SEP 2011
... reforms, the grandfathering of existing clients means that advisers can keep past kickbacks but as of July 1 2012, new clients will be subject to opt-in.

Rice Warner: opt-in cost applies to advisers in regular contact

MATT WOODINGTON  |  TUESDAY, 30 AUG 2011
... interview." The grandfathering of existing clients means that advisers can keep past kickbacks but as of July 1 2012, new clients will be subject to opt-in. "The planning industry does not like it because it completely exposes that it's a negligible ...

FOFA: Opt-in obligations, ASIC

ELISE BURGESS  |  MONDAY, 29 AUG 2011
... set-up costs and was flexible around the disclosure and renewal notices advisers must use. The opt-in will apply to new clients from July 1 2012 and any adviser found not to notify any client every two years, yet continues to charge fees will face a ...

iPac buys $230m SA planning practice

ALISON BEVEGE  |  THURSDAY, 25 AUG 2011
... do every bit of the business. Now we can just focus on the clients." Case's role has changed to focus on settling new clients in to the fold and working with alliance partners to make sure they are happy. Lou Delfos, executive chairman of iPac South ...

Advisers expect profits to climb 10pc despite FOFA

ELISE BURGESS  |  MONDAY, 25 JUL 2011
... particularly optimistic in this area. The main reason behind this expectation was more to do with recovering markets than new clients, which advisers noted as one of the biggest challenges facing them. The survey also found that a significant 87% of ...

BNP Paribas gains Aust banking licence

ELISE BURGESS  |  FRIDAY, 8 JUL 2011
... will allow the bank to provide custody and clearing solutions from 2012 onwards, specifically targeting potential new clients in non-resident banks and broker dealers operating in the Australian market. The launch of the services will complement its ...

Back office firm eyes super growth

MATT WOODINGTON  |  MONDAY, 16 MAY 2011
... administration, unit pricing and accounting to industry, corporate and retail master trust super funds. It has added two new clients since the arrival of chief executive officer Michael Houlihan in July 2010 and hopes to generate more through improving ...

Van Eyk recruits BDM for advisor role

MATT WOODINGTON  |  THURSDAY, 14 APR 2011
... manager to build relationships with financial advisers across Australia. Lyndall James will work with existing and new clients in the adviser and intermediary space for the van Eyk Blueprint series. "The Blueprint series combines our best research ideas ...

Count new strategy for advisers

ELISE BURGESS  |  FRIDAY, 1 APR 2011
... executive. "She will also drive marketing initiatives to enhance Count's brand and market positioning and to attract new clients in targeted areas," Gale said. In her 15 years at AMP, Tonitto focused on developing and implementing distribution and marketing ...

Super mergers drive new trends in asset consulting

MATT WOODINGTON  |  FRIDAY, 1 APR 2011
... Watson is focusing on existing clients as it pursues slow, rather than fast, growth. "We would look for one or two new clients, net, per year," said Martin Goss, senior investment consultant, Towers Watson. "You except that some you can't retain but ...

Editor's Choice

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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