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Showing 1 - 10 of 296 results for "New clients"

Frontier awards custody mandate for ICIO offering

ELIZA BAVIN  |  THURSDAY, 18 JUN 2026
... free from product conflicts. Frontier chief executive Andrew Polson said he is excited to be ready to start taking on new clients. "We've had great feedback since we announced our ICIO plans in late 2025 and that has come both from our existing clients ...

Bell Financial looks to diversify revenue, targets 'holistic' strategy

RIDDHIMA TALWANI  |  FRIDAY, 8 MAY 2026
... It said it will migrate all existing portfolios on Praemium platforms and continue driving uptake from existing and new clients to build on gross inflows.

FSC ups expectations on platform trustees' governance

JAMIE WILLIAMSON  |  THURSDAY, 16 APR 2026
... says platforms should enquire as to licensees' business models and supervisory controls, including how it sources new clients, the types of advice it provides, how it is typically delivered and paid for, and whether any referral partnerships are ...

GDG reports record FUM growth, eyes stronger second half

MATTHEW WAI  |  WEDNESDAY, 25 FEB 2026
... half and FY27, consistent with "historical experience", conversion rates typically accelerate in the second half for new clients. Looking ahead, GDG expects second half earnings to exceed HY26, with Evidentia expected to insert over $2 billion of FUM ...

Challenger results a 'headline miss'

ELIZA BAVIN  |  TUESDAY, 17 FEB 2026
... capabilities, an ongoing focus on institutional-grade cybersecurity, and improved onboarding and change-management support for new clients. "Our partnership with OPEX marks another step forward for Challenger and supports our focus on developing Australia's ...

Super funds most relied upon for advice: Survey

MATTHEW WAI  |  WEDNESDAY, 3 DEC 2025
... decisions, aligning with Investment Trends' recent 2025 Financial Advice Report, which indicated a strong rebound of new clients seeking advice - an increase of 100,000 clients from 2024. Further, Australians are also turning to financial media, online ...

Advisers acquired 300k new clients in 2025: Report

KARREN VERGARA  |  MONDAY, 1 DEC 2025
The number of new clients financial advisers acquired amounted to 300,000 in 2025, bucking the downward trend in recent years, an Investment Trends report shows. The 2025 Financial Advice Report found that after several years of decline in client acquisition ...

Why risk advice is on the verge of collapse: Experts

MATTHEW WAI  |  WEDNESDAY, 19 NOV 2025
... strong advocate against up-front premium discounting, but ultimately, the main gripe is that "there's just not enough new clients." "That means premiums are going up, as well. It's a really important advocacy space for us," Anderson continued. "We need ...

Scaling practices depends on AI: FAAA

KARREN VERGARA  |  WEDNESDAY, 19 NOV 2025
... 1.36 million and dividing it by the number of active advisers of about 15,500, this equates to potentially adding 90 new clients to the books, Marin Ramirez said, noting that the adviser population has not increased for some time. "I cannot think of ...

Perpetual Corporate Trust acquires IAM's term deposit broking business

KARREN VERGARA  |  FRIDAY, 1 AUG 2025
... team to over A$1bn in only a few years. This pool creates great investment choices for our clients, which encourages new clients to come into the fold," IAM said.
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