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Showing 261 - 270 of 296 results for "New clients"

MLC locks premium rates

RUTH LIEW  |  WEDNESDAY, 15 OCT 2008
... its latest endeavour to draw fresh clients. MLC confirmed at its Insurance Forum today that the guarantee applies to new clients that take out life or total and permanent disability extension insurances under a level premium structure in the next 12 ...

No jump in client meetings: Business Health

MICHELLE BALTAZAR, MICHAEL HOBBS  |  MONDAY, 15 SEP 2008
... financial planner targets three new client leads a week, Curulli said he knew other financial planners who would meet five new clients a day. "I would speak to clients daily, but one a day face to face could be a pretty reasonable base in the big scheme ...

Cuscal targets super as profit soars

RUTH LIEW  |  TUESDAY, 9 SEP 2008
... plan spanning from 2007 to 2014. Key features of the plan include an expansion of Cuscal's product suite, securing new clients and heightened acquisition activity. "Cuscal is aiming to become a 'bank in a box' - offering a local outsourced solution for ...

NECU videos go high tech

RUTH LIEW  |  MONDAY, 8 SEP 2008
... contract will see TANDBERG roll out 130 videoconferencing units in a bid to improve "first level contact" with potential new clients. "NECU forecasts that the overall implementation will help to achieve a cost reduction of up to $300,000 annually in ...

BNP Paribas wins six years with AMP

RUTH LIEW  |  TUESDAY, 2 SEP 2008
... in Australia and New Zealand to achieve operational excellence and scaleable robust processes for both existing and new clients," said head of BNP Paribas Securities Services Asia Pacific, Jean-Marc Pasquet. Ken Shaw, BNP Paribas head of sales and relationship ...

IAG and NRMA outsources super admin

MICHELLE BALTAZAR  |  WEDNESDAY, 27 AUG 2008
IAG and NRMA Superannuation Plan have signed up as new clients to Mercer's superannuation outsourcing business. Under the five year deal, Mercer will provide both funds with superannuation administration, helpline and online services. Troy Maguire ...

Solaris strikes $400m FUM

MICHAEL HOBBS  |  MONDAY, 11 AUG 2008
... boutique, Solaris Investment Management hit the $400 million funds under management mark after gaining a number of new clients. The ex-Suncorp team boutique declined to provide details of the new clients and investment mandate amounts, however it did ...

Vivid signs on Financial Simplicity

RUTH LIEW  |  TUESDAY, 29 JUL 2008
... portfolios rather than looking at just a single client in isolation. "This means we can add new funds under management, new clients without necessarily having to add resources to the investment committee or back office," said Reilly. Another advantages ...

Perpetual to expand product line

MICHAEL HOBBS  |  FRIDAY, 27 JUN 2008
... increasing number of advisers looking to set up this type of product to diversify their own revenue stream and get to new clients like the accumulators rather than just retirees or pre retirees." "Advisers are just desperate for income and they're looking ...

AXA's succession solutions

MICHAEL HOBBS  |  FRIDAY, 8 FEB 2008
... inefficient data storage, wide client geographic spreads and if more than 30 per cent of practice revenue is generated from new clients. It recommends practice owners continually update technology, review compliance standards and ensure client information ...