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Showing 111 - 120 of 361 results for "Value Proposition"

Managed accounts fulfil best interest

ANNABELLE DICKSON | WEDNESDAY, 28 JUL 2021

... advisers rated managed accounts as 'good' or 'very good' for transaction execution/quality, strengthening their value proposition (83%) and helping achieve better client outcomes (83%). "The positive impact of managed accounts on advisers and their clients ...

Lumiant launches fact find module

ANNABELLE DICKSON | TUESDAY, 27 JUL 2021

... includes statements based around Lumiant's eight dimensions of wellbeing and better positions the adviser's value proposition, the fintech said. The fact find is aimed at engaging the spouse who is not necessarily managing the financial affairs of the ...

Advice engagement jumps during COVID-19

KARREN VERGARA | FRIDAY, 9 JUL 2021

... provided the jolt many industries and professions needed to disrupt their routine and force a rethink of their value proposition and how it is delivered. "The COVID-19 experience has demonstrated that advice businesses need a proposition that is broad ...

AIA appoints head of strategic partnerships

KANIKA SOOD | WEDNESDAY, 30 JUN 2021

... said. "We are incredibly fortunate to have Harumi join the team as we look to further evolve our market leading value proposition." Hancox started in the role on June 21. "I've been fortunate to work with AIA in the past, so I was eager for the opportunity ...

Queensland advice firm joins Connectus

KANIKA SOOD | THURSDAY, 29 APR 2021

... Kelly said. "The partnership with Connectus and Focus is the next step in our continued evolution to expand our value proposition. We are excited to join a collaborative community through which we will gain access to additional resources to accelerate ...

Afterpay reveals US plans, economic impact

JAMIE WILLIAMSON | WEDNESDAY, 21 APR 2021

... brackets. In a note, Credit Suisse said: "Overall, a generally positive report outlining and quantifying the value proposition of Afterpay's service to merchants. Even if the benefits are potentially a little overstated (they are based on extrapolation ...

HNWs change views on advice

ELIZABETH MCARTHUR | TUESDAY, 13 APR 2021

... advice providers and the current muted uptake of advice highlights how advice providers need to rethink their value proposition and delivery model," Choi said. "The uncertainties caused by the pandemic has prompted many HNWs to reconsider how they view ...

ESG managed accounts on the rise

ANNABELLE DICKSON | WEDNESDAY, 7 APR 2021

... said it both freed up their time and sped up the execution of transactions while 83% said it strengthened their value proposition. "By using managed accounts, it actually massively supported advisers through market volatility and periods of uncertainty. ...

The future of quality advice: SMSFA

ANNABELLE DICKSON | THURSDAY, 18 FEB 2021

Investing in tools and data integration, being clear in value proposition and proactively monitoring client portfolios will ensure the future of a quality financial advice business. Speaking at the Self-managed Superannuation Fund Association (SMSFA) ...

Wealth firm adds university investment chief

KANIKA SOOD | WEDNESDAY, 9 DEC 2020

... wealth of investment experience to Walker Lane and his appointment completes a core component of the Walker Lane Value Proposition," Walker Lane director said Joshua Cratchley said. "Miles' expertise and proven track record in the investment space provides ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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