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Showing 81 - 90 of 296 results for "New clients"

Financial advice more important than ever: HUB24

ELIZA BAVIN  |  TUESDAY, 13 OCT 2020
... self-licensed and boutique advisers, brokers and large national accounts," it said. "This includes advisers winning new clients as well as funds being transitioned from incumbent platforms." HUB24 said its new business pipeline continues to grow, with ...

ANZ advisers launch advice boutique

KANIKA SOOD  |  WEDNESDAY, 2 SEP 2020
... all of whom worked for ANZ's financial advice business until recently. The firm is currently working with about 89 new clients. It is offering broad-ranging advice to clients of all profiles, including those in accumulation phase to retirement phase. ...

HUB24 reports record results

ALLY SELBY  |  TUESDAY, 25 AUG 2020
... including a $1 million impairment following the strategic decision to no longer providing technology hosting services to new clients. It also included a restructuring cost of $1.8 million in respect of a change in trustee and implementation of MIS to ...

Netwealth reports $43.8m in FY20 profits

KANIKA SOOD  |  TUESDAY, 18 AUG 2020
... inflows of $8 billion in FUA for this financial year, after considering current pipeline, existing clients and growth in new clients. It flagged cash balances may fall as percentage of the FUA depending on COVID-19 related market volatility. Ord Minnett ...

Mainstream funds under custody up 79%

ALLY SELBY  |  TUESDAY, 21 JUL 2020
... billion (net of $1.6 billion of distribution outflows) as well as market movements of $4.4 billion. Mainstream signed 15 new clients globally during the quarter, however net of client losses its client base only increased by 2. The majority of these ...

Specialist platforms prosper in June quarter

ALLY SELBY  |  MONDAY, 20 JUL 2020
... quarter (from $66 million in the March quarter to $35 million in June). "The net flows expected from existing and new clients in the quarter did not occur, largely due to impacts of COVID-19 and extreme market volatility," Powerwrap said. "It is currently ...

Perpetual top brass cop six-month pay cuts

KANIKA SOOD  |  FRIDAY, 17 JUL 2020
... flows. The corporate trust business has $941.9 billion in funds under advice (up 20% from March quarter) as it acquired new clients and existing clients grew. Perpetual is still keen on acquisitions across all three segments. "Despite COVID-19, we have ...

Australian Ethical posts record results

ALLY SELBY  |  WEDNESDAY, 15 JUL 2020
... managed funds lifted 14.7%, while its superannuation offering saw a 20.4% boost. The wealth manager also gained 14,000 new clients across its super and managed funds offerings over the financial year; a 19.7% increase in 12 months. Simons said a particularly ...

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 - ...