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Showing 71 - 80 of 296 results for "New clients"

Apex ups ante on Mainstream bidding war

ANNABELLE DICKSON  |  WEDNESDAY, 19 MAY 2021
... from the previous quarter. The administrator currently has 348 clients and 1042 funds at March end, up 1% (five net new clients) and 13% (162 net new funds) respectively from the December quarter. "We are delighted with this result. It is beyond our ...

Mainstream bidding heats up

ANNABELLE DICKSON  |  THURSDAY, 6 MAY 2021
... from the previous quarter. The administrator currently has 348 clients and 1042 funds at March end, up 1% (five net new clients) and 13% (162 net new funds) respectively from the December quarter. "We are delighted with this result. It is beyond our ...

Midwinter hires chief commercial officer from AMP

KARREN VERGARA  |  MONDAY, 3 MAY 2021
... Davison's new role is tasked to build on the combined Midwinter and Bravura offering, support the needs of existing and new clients and pursue opportunities to expand the Midwinter business in Australia and internationally. "An accomplished senior ...

How advisers can capture young risk clients

KARREN VERGARA  |  WEDNESDAY, 14 APR 2021
... insurance clients in the millennial demographic? And how can I do it profitably? Efficiency of risk advice and attracting new clients must be intertwined," he said.

Rice Warner acquired by Deloitte

KANIKA SOOD  |  THURSDAY, 1 APR 2021
... working with our new colleagues at Deloitte, with our existing clients as well as the exciting opportunity to work with new clients." Deloitte's existing advisory services include: superannuation services like benchmarking, tenders, merger assistance ...

ATO targets SMSF fraud

ANNABELLE DICKSON  |  MONDAY, 22 FEB 2021
... for advisers to safeguard client details and alert the ATO of any breaches and thoroughly check the identity of any new clients before establishing an SMSF. "Finally, pay close attention to ATO issued alerts/notifications advising of changes to the SMSF ...

Fiducian profit, growth jump

ANNABELLE DICKSON  |  MONDAY, 15 FEB 2021
... relationship between planners and their clients. "In addition, substantial marketing effort is being devoted to attract new clients and build the distribution base through quality financial planners," he said. "There are a number of financial planners ...

How to attract high net worth clients

ELIZABETH MCARTHUR  |  MONDAY, 15 FEB 2021
... client's brand affinity attributes will go a long way to improving client satisfaction, advocacy plus also help win new clients, the report reads. "When using this dimension as a tool, consider how the business can evolve all client touchpoints so these ...

Frontier on hiring spree

KANIKA SOOD  |  THURSDAY, 11 FEB 2021
... clients (by number) are now businesses other than superannuation funds. "Our business is growing, both in terms of new clients we have the privilege to work with, but also in terms of the depth and range of services clients are seeking from us, and which ...

Citi appoints head of fund services for Australian product

KANIKA SOOD  |  WEDNESDAY, 9 DEC 2020
... market for the securities services business, and we have been growing at a rapid rate in 2020, both in terms of gaining new clients and building out our local team to deliver on our industry leading platforms, proprietary custody network and excellent ...