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Showing 91 - 100 of 361 results for "Value Proposition"

Certe acquires Genesis Financial Partners

CASSANDRA BALDINI  |  MONDAY, 25 JUL 2022
... investing and retirement planning from someone they trust," he explained. "This acquisition fills a gap in our value proposition, strengthens our existing employee benefits service and enables us to help more people. It strongly positions us as a serious ...

50% of advisers now offering ESG advice

CHLOE WALKER  |  FRIDAY, 24 JUN 2022
... advisers are getting on the front foot - embracing responsible investing as an opportunity to enhance their value proposition and build better rapport with clients, whilst being a positive contributor towards both the environment and community," Australian ...

Millennials want financial advice: Natixis IM

CHLOE WALKER  |  THURSDAY, 5 MAY 2022
... said the survey demonstrates the unique behavioural finance of millennials and the importance of developing a value proposition that is tailored to their needs. "There are some great signs of good financial habits such as seeking financial advice, respecting ...

Australian Ethical hands down tech mandate

JAMIE WILLIAMSON  |  FRIDAY, 29 APR 2022
... platform WealthO2, NEO and Roar Software and subsequent rebrand. "These recent changes support our exciting value proposition and future group vision as a best of breed solutions provider focused on solving critical business issues, driving efficiencies ...

Practifi expands its Australian footprint

CHLOE WALKER  |  FRIDAY, 29 APR 2022
... while the advice industry in Australia has been in turmoil, firms that have emerged strongest are those with a value proposition that goes well beyond basic transactional advice where adviser success is tied to the performance of the portfolio. "Advice ...

Integrity Life appoints chief technology officer

ELIZABETH MCARTHUR  |  TUESDAY, 26 APR 2022
... continuing the development of our contemporary technology capability - modern technology is a vital component of our value proposition for partners and customers." Commenting on his new position, Khurana shared some of his plans. "Integrity Life was ...

WealthO2 rolls out rebrand

JAMIE WILLIAMSON  |  MONDAY, 4 APR 2022
... Group. The software and platform provider now operates as DASH Technology Group, a name it says reflects the value proposition and future vision of the group. "We are thrilled to announce that WealthO2 has become DASH. We are excited about the introduction ...

La Trobe takeover confirmed

CHLOE WALKER  |  MONDAY, 21 MAR 2022
... partnership with Blackstone over the past years," O'Neill said. "The consolidation of La Trobe's attractive value proposition to both borrowers and investors, through our service philosophy of "others before self", remains a great source of pride for ...

HESTA pushes forward with internalisation

ELIZABETH MCARTHUR  |  THURSDAY, 17 MAR 2022
... portfolio management. "It is a competitive market. I think that's where having a really strong employee value proposition matters. I've been completely thrilled with the quality of talent and experience we've been able to attract to HESTA," ...

Drummond Capital names strategic growth lead

KARREN VERGARA  |  FRIDAY, 11 FEB 2022
... role, Wortley said: "It's great to be part of a fast-growing, ambitious business with an exceptional client value proposition - delivering institutional investment management to the financial advice market." "Witnessing the enormous pressure that ...