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Showing 61 - 70 of 268 results for "New clients"

Netwealth booms amid pandemic

ALLY SELBY  |  FRIDAY, 10 JUL 2020
... "We have a track record of investing into our platform and products and this is resonating well with existing and new clients who are also excited about our roadmap and strategic direction." And although FUA net inflows slowed during March due to the ...

Favour turns to active management

ELIZABETH MCARTHUR  |  THURSDAY, 2 JUL 2020
... growth expectation over three years is 14%. The vast majority think this growth will be driven by new assets from new clients, 80.7% for Australia. Internationally, 63% of those surveyed think new assets from current clients will make up the growth - ...

Advisers split on COVID-19 opportunity

HARRISON WORLEY  |  TUESDAY, 12 MAY 2020
... assistance they provide to retirees and pre-retirees. "Advisers are focused on meeting the needs of existing and/or new clients at this extraordinary time, and it's critical that advice professionals feel well supported," Lloyd said. "It was fantastic ...

Former AFSL director banned

ELIZA BAVIN  |  TUESDAY, 5 MAY 2020
... the AFSL until it reviews ASIC's decision. The ATT said this order was subject to Olive Financial not accepting any new clients and notifying all current clients of ASIC's decision to cancel the AFSL. A separate ASIC decision to ban Olive Financials' ...

Adviser fears over ASIC relief

HARRISON WORLEY  |  THURSDAY, 30 APR 2020
... designed to accelerate the issuance of information for clients - is "great", but won't help with the onboarding of new clients. "Let's say someone you know is in financial distress and they want to have access to their superannuation and they're a new ...

COVID-19 clogs custody mandate pipeline

ELIZABETH MCARTHUR  |  FRIDAY, 24 APR 2020
... acknowledged that newly won custody mandates were experiencing delays. He said that with businesses in work from home mode, new clients have told Northern Trust they want to move their transition back to later in the year. Winning new business has taken ...

Challenger winds up boutique partnership

KANIKA SOOD  |  WEDNESDAY, 22 APR 2020
... following the Royal Commission have been further exacerbated by the pandemic, which has impacted their ability to onboard new clients and engage effectively with their existing customers...earlier in the quarter we had been starting to see positive signs ...

Not the time to sell products

HARRISON WORLEY  |  THURSDAY, 16 APR 2020
... advisers. Speaking to Financial Standard, Rady revealed Allianz Retire+ ceased selling its Future Safe product to new clients as the crisis began to unfold, with the firm instead focused on helping advisers and their clients make their way through the ...

Morningstar releases time saving tool amid crisis

ALLY SELBY  |  THURSDAY, 9 APR 2020
... digital tool that will help advisers reclaim time lost on administrative tasks, so they can focus instead on engaging new clients and growing revenue. Morningstar's financial planning software AdviserLogic will now feature a digital Statement of ...

Could relief on advice compliance save consumers?

ELIZABETH MCARTHUR  |  THURSDAY, 2 APR 2020
... the time an adviser has to provide an SOA in time-critical situations and allowing short form SOAs, especially for new clients wanting to act on government relief announcements including early access to super. "In relation to clients being harder to ...