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Showing 41 - 50 of 296 results for "New clients"

Advice firms merge to create Count Adelaide

CASSANDRA BALDINI | WEDNESDAY, 28 JUN 2023

... brand," he said. "This enhances our client service proposition and employee value proposition, helping us to attract new clients and employees who are familiar with Count's success." Earlier in the year Count rebranded from CountPlus, a move endorsed ...

Advice practice valuations rise: Radar Results

KARREN VERGARA | FRIDAY, 9 JUN 2023

... those with the capacity to service additional clients and those without it. "Buyers with the capacity to service the new clients will only want the existing adviser to work for a handover period," he said. "We see some business owners only wanting to ...

Link Group acquires Allens' company secretarial business

ANDREW MCKEAN | FRIDAY, 2 JUN 2023

... valuable opportunity to enhance our company secretarial and corporate administration services, bringing exposure to new clients and sectors. It will expand our capabilities while growing our team in Sydney and further cementing our presence in Melbourne," ...

Investors flock to conservative ETFs: Podcast

CASSANDRA BALDINI | THURSDAY, 25 MAY 2023

... shift also. "There has been a shift from younger investors to older investors, he said. "Our biggest growth rates of new clients have come from some of the older age groups." Brycki said his guess would be some of these older age groups have been saving ...

Adviser numbers drop, FAAA strengthens recruitment

KARREN VERGARA | MONDAY, 15 MAY 2023

... "Almost every member I talked to was saying we can't cope with the demand - we can't cope with the number of new clients that are approaching us." The demand will only increase by the fact that by 2030 there will be more than 137,000 Australians ...

Sales-oriented fear stunts expansion goals: Survey

KARREN VERGARA | FRIDAY, 12 MAY 2023

... and the Financial Planning Association. This impediment affects advisers' comfort levels when it comes to sourcing new clients, which, if not developed over time, can be detrimental to business prospects, the Six keys to growth for today's adviser paper ...

Frontier Advisors tops asset consultant ranking

ANDREW MCKEAN | MONDAY, 17 APR 2023

... able to maintain strong recognition from its clients through recent market developments and bedding down a number of new clients." Of note, retainer clients to appoint Frontier in 2021/22 include, Climate Council, MIESF, Legalsuper, GESB, TelstraSuper ...

UBS throws $4.8bn lifeline to Credit Suisse

CASSANDRA BALDINI | MONDAY, 20 MAR 2023

... ambitions in the Americas and Asia while adding scale to our business in Europe, and we look forward to welcoming our new clients and colleagues across the world in the coming weeks," he explained. Credit Suisse board chair Axel Lehmann added that, given ...

Netwealth reports FUA increase

CHLOE WALKER | THURSDAY, 19 JAN 2023

... investment in people and technology to further enhance our platform capability and service levels for existing and new clients." The impacts of FY22 initiatives, combined with returning to a post-covid business environment has resulted in our expenses ...

PM Capital appoints distribution director

ELIZABETH FRY | FRIDAY, 9 DEC 2022

... Cheetham as director of distribution. He will be responsible for the distribution of the firm's funds to existing and new clients. Cheetham joins PM Capital from Challenger, where he headed up retail distribution for its life business for the past ...

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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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