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Showing 241 - 250 of 296 results for "New clients"

ASIC catches Camelot Derivatives

ASIC RELEASE | TUESDAY, 8 FEB 2011

... injunctions against Camelot and King with the Federal Court of Australia restraining them from soliciting or encouraging new clients, advising, recommending, or directly or indirectly, causing an existing client to invest in an options trading market ...

Insurance drives new client wins: study

ELISE BURGESS | TUESDAY, 23 NOV 2010

An annual financial adviser survey shows that nearly half of advisers' total risk income this year came from new clients, giving fresh evidence that risk-related advice is core to a typical financial planning business. The CoreData Risk Study 2010 ...

Centric Wealth gears up for acquisitions

RUTH LIEW | FRIDAY, 19 NOV 2010

... relationships with its high net worth clients - the key drivers of its business through referrals. "Ninety plus per cent of new clients come from referrals from existing clients or accounting partners," he said. "We are experiencing organic growth and ...

More products, more support for planners: BTIM

RUTH LIEW | MONDAY, 1 NOV 2010

... a pure investment house we want to broaden our capability set to our existing clients and open up our offerings to new clients," he said. BTIM's $30.9 million cash NPAT at the end of September is a 15 per cent increase from the prior corresponding period. ...

Planner associations at different stages globally

ELISE BURGESS | TUESDAY, 12 OCT 2010

... are promoted as providing regular reporting to members, media monitoring and sustained media campaigns to attract new clients and publishes frequent salary surveys to keep their members up-to-date with what they and their businesses are worth. When it ...

Light at the end of the Storm tunnel

RUTH LIEW | MONDAY, 20 SEP 2010

... claimants have accepted they don't have a claim against the back and withdrawn from the scheme. More recently, 20 new clients have registered to the scheme over the past few months and are still in the process of considering proposals from CBA. Scattini ...

Zurich kit connects advisers to new clients

ELISE BURGESS | WEDNESDAY, 8 SEP 2010

Zurich has launched a financial adviser kit to assist advisers catering to clients in the medical profession. In the wake of the election decision and the Independent MP's stance, rural areas and medical professionals are expected to receive far greater ...

FPA and RIAA team up for planners

COMPANY RELEASE | WEDNESDAY, 4 AUG 2010

... different terminologies and approaches, how to bring responsible investment into the practice, and how to attract new clients in this area, among other topics. RIAA will also provide information to FPA members on emerging trends and themes within responsible ...

Plum wins BP super mandate

PLUM UPDATE | TUESDAY, 13 JUL 2010

... large superannuation funds confirms the robustness of our automated testing which enables us to smoothly integrate new clients and their employees," said Scott Hartley, managing director at Plum.

RARE Infra wins $1.4bn in mandates

MICHAEL HOBBS | TUESDAY, 15 JUN 2010

... manager has gained a number of institutional clients from Australia, Hong Kong, Canada, US and UK including several new clients in the past nine months. Colonial First State awarded RARE a $200 million global listed infrastructure mandate in January ...

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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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