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Showing 271 - 280 of 296 results for "New clients"

New take on old fee debate

MICHAEL HOBBS, MICHELLE BALTAZAR | FRIDAY, 25 JAN 2008

... but not all planners are convinced. NAB Financial Planning's recent decision to charge fixed fee for advice only to new clients, as opposed to commission-based, has once again fuelled the old commission versus fixed fee debate. But how about charging ...

NAB FP switches to fee for advice

MICHAEL HOBBS | WEDNESDAY, 23 JAN 2008

... fee-for-advice payment models, NAB Financial Planning's 400-strong network will only charge fee-for-advice only to new clients starting this year. "We feel the time is right to make a move towards a fee for advice only approach for all new personal investment ...

Vanguard upgrades with SimCorp

MICHAEL HOBBS | FRIDAY, 18 JAN 2008

... environment and client-configurable process flows would facilitate exception-based management and rapid changes to support new clients, products, instruments and asset classes." Vanguard Investments Australia provides index-based solutions managing more ...

ING upgrades OneAnswer

MICHAEL HOBBS | MONDAY, 10 DEC 2007

... enhance OneAnswer in line with adviser feedback. Our upgraded insurance offering provides benefits to both existing and new clients without any cost increase to these clients," David Kan, executive director of personal investments at ING Australia, s ...

Singapore's wealthy to defy global downturn

CHRIS NICHOLLS | TUESDAY, 9 OCT 2007

... individuals poised to join the ranks of the wealthy over the next five years, wealth managers will do well to attract these new clients to their firms, while also gaining great share of wallet from current clients as the asset holdings of wealthy Singaporean ...

Mellon scores Asset Super mandate

CHRIS NICHOLLS | THURSDAY, 14 JUN 2007

... fund had exceeded expectations. "It's been outstanding. In fact, regrettably, we saw the global trust soft-closing to new clients at the end of July, which I hate to do, but there was such an overwhelming response globally, as well as Australia for the ...

Adviser confidence way up: ING

CHRIS NICHOLLS | THURSDAY, 5 APR 2007

... advisers surveyed during the national ING Adviser Briefing Series in March said their main priority was to attract new clients and increase their advice offerings - up from fewer than 40 per cent last year. The survey also found that 84 per cent of advisers ...

R&D and new clients drive a transformed Bravura

ALEX DUNNIN | TUESDAY, 27 FEB 2007

... European markets with the acquisitions of Rufus and AB Prodata in the UK and Luxembourg, giving Bravura access to 24 new clients and an additional 227 experienced staff and complementary wealth management applications. Bravura has also won a range of ...

Pillar appoints new GM

NICK OLIVER | FRIDAY, 19 JAN 2007

... accounting and financial services experience. Trent will focus on process improvement, innovation and the integration of new clients. Pillar has been providing superannuation administration solutions for almost 100 years and has over 1 million member ...

MLC claims "first mover" on "fee for service"

KATE HAGE | WEDNESDAY, 14 JUN 2006

... as of 1 October this year, if they had not done so already. The main advantage, said Rantall, is that it will give new clients "control and transparency" over the way they pay for their advice but clients with existing commission arrangements will keep ...

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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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