Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 31 - 40 of 296 results for "New clients"

Allianz Retire+ names wealth management distribution chief

KARREN VERGARA  |  MONDAY, 25 MAR 2024
... der Veen and Lucy Foster share the position, managing client relationships, onboarding key partners, and overseeing new clients within the business' institutional division. That same month, Fintan Thornton, left Allianz Retire+ as head of institutional ...

Advisers flock to managed accounts, but are very selective

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
... said. "This allows them to focus on value added work that increases their customer value proposition to existing and new clients. "As expected, more advisers are using these structures for lower balance clients, with 40% of existing managed account advisers ...

MSC Trustees acquires Certane Corporate Trust

KARREN VERGARA  |  FRIDAY, 19 JAN 2024
... businesses, with their collective industry experience and technology, are extremely well positioned to support existing and new clients."

ASIC takes action on EverBlu, director

KARREN VERGARA  |  MONDAY, 18 DEC 2023
... breaching its obligations to act honestly, efficiently and fairly and will cease offering any financial services to new clients and apply for cancellation of its AFS Licence within eight weeks," ASIC said. The first case management hearing is yet to ...

Challenger duo joins Allianz Retire+

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2023
... Veen and Lucy Foster will share the position, managing client relationships, onboarding key partners, and overseeing new clients within the business' institutional division. They have a long history of sharing roles, dating back to 2016 when they ...

Netwealth to distribute private markets offering

ANDREW MCKEAN  |  THURSDAY, 19 OCT 2023
... our market leading product suite and service ensures we continue to attract substantial inflows from existing and new clients across all our key market segments."

MLC Life unveils retail discounts

KARREN VERGARA  |  FRIDAY, 22 SEP 2023
... changes that can save new and existing retail customers up to 50% across various products. For financial advisers and new clients, MLC Life has applied a range of discounts across different products under its new It's not a miscount campaign. Multi-cover ...

Integro Private Wealth acquires Wealth Advantage

CHLOE WALKER  |  FRIDAY, 25 AUG 2023
... Australia, and we're very focused on agriculture in regional areas, so this was a great opportunity for us to reach new clients," he said. It comes as Integro's agricultural client base is increasingly asking about how to equalise their estates. "Land ...

Advice firm revenues jump 45%

KARREN VERGARA  |  WEDNESDAY, 12 JUL 2023
... 5.6 hours. A basic Statement of Advice (SoA) for a new client took 8.1 hours but now takes 6.7 hours. For complex new clients, an adviser spent 14.6 hours on an SoA. This now takes 12.2 hours. Reviewing documents for existing clients typically took 3.6 ...

Adviser demand up as industry turns corner: Recruiter

KARREN VERGARA  |  FRIDAY, 7 JUL 2023
... that are "well set in the market with a good reputation" are currently inundated with referrals and approaches from new clients. "This suggests the value of advice is highly regarded in the Australian community and sought after, even with upward pricing ...