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Showing 21 - 30 of 296 results for "New clients"

GAM boosts local sales team

ELIZABETH FRY  |  THURSDAY, 16 JAN 2025
... continues to grow, and we look forward to our larger team meeting demand and strengthening relationships with existing and new clients." The incoming managing director - who replaced Alex Zaika late last year - said GAM's new alternative products ...

Advisers count on specialist advisers: Survey

KARREN VERGARA  |  WEDNESDAY, 6 NOV 2024
... valuable time they saved that they can then redirect to better servicing their existing client base and acquiring new clients," Gallagher said. The research found that on average, advisers were saving more than 22 hours per week by using managed accounts ...

Liberal MP calls for SoA replacement

KARREN VERGARA  |  TUESDAY, 5 NOV 2024
... flat out managing their existing client base because of the regulatory impost and they are no longer able to take on new clients," he told the House of Representatives. The bill proposes to provide a clear and concise letter of engagement, which will ...

Advisers reveal hurdles preventing SMA adoption

ELIZA BAVIN  |  THURSDAY, 19 SEP 2024
... valuable time they saved that they can then redirect to better servicing their existing client base and acquiring new clients," Gallagher said. The research found that on average, advisers were saving more than 22 hours per week by using managed accounts ...

AET boosts Equity Trustees' FY24 performance

KARREN VERGARA  |  FRIDAY, 23 AUG 2024
... said: "The integration of the AET business has exceeded expectations, and the investment is positioning us well to win new clients and other opportunities that are now flowing." "Organic growth was strong, and the pipeline of new business activity remains ...

'Unrealistic overconfidence' major issue for new advice clients

ELIZA BAVIN  |  FRIDAY, 2 AUG 2024
... clients". The report found that motivation, ease, and context are three key drivers in defining 'value for money' for new clients. The research found 71% of people considering advice want an adviser they can trust. It found prospective clients need to ...

Regulation, profitability top adviser worries: BT

KARREN VERGARA  |  TUESDAY, 9 JUL 2024
... So too is our profit but our margins are being squeezed. If your business is stagnant and you are not bringing in new clients and increasing revenue, your business is going backwards," said Empire Financial Group managing director Raymond Pecotic. The ...

Court freezes assets of Keystone AM managed fund

ELIZA BAVIN  |  THURSDAY, 20 JUN 2024
... February 2024, Keystone lodged notices with ASIC stating products under the four PDSs had ceased to be available to new clients as of 1 April 2024. ASIC subsequently revoked the interim stop orders on 9 April 2024.

Janus Henderson acquires NBK Wealth, Tabula Investment Management

ANDREW MCKEAN  |  FRIDAY, 3 MAY 2024
... funds and corporates. "... the partnership is also expected to provide Janus Henderson with the access to engage with new clients in the Middle East, and globally, who want to actively invest in emerging markets, thereby expanding its footprint in the ...

Mercer rolls out new corporate super plan

ANDREW MCKEAN  |  THURSDAY, 2 MAY 2024
... of the BT Super merger to Mercer Super, effective April last year, but we've built it in a way that we can onboard new clients in new segments of the market," Barber said. The pipeline for new business is as "big as the market" and he expects to add ...