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Showing 121 - 130 of 362 results for "Value Proposition"

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 ...

WA Super trio launches boutique

KANIKA SOOD | MONDAY, 7 DEC 2020

... served by traditional models," West said. "We aren't trying to replicate an existing service offering. Our value proposition to a wealth firm is three-fold - we provide institutional grade service; we only construct bespoke solutions and we have ...

Count Financial targets growth with new hire

ANNABELLE DICKSON | WEDNESDAY, 25 NOV 2020

... has been interesting to follow Count Financial under CountPlus ownership. "They are delivering a compelling value proposition to self-employed advisers centered around building a clean, sustainable licensee model for the future and they are investing ...

Stephen Jones admits to anti-life insurance bias

ELIZABETH MCARTHUR | THURSDAY, 15 OCT 2020

... could replace the commission model. He said that if financial advisers could successfully communicate their value proposition as lawyers have done, people may pay fees in a similar manner. One question from the audience, however, pointed out that the ...

Morgan Stanley to acquire Eaton Vance

JAMIE WILLIAMSON | FRIDAY, 9 OCT 2020

... providing numerous incremental opportunities to increase the reach of our asset management franchise and our value proposition for clients," he said. The transaction is subject to closing conditions and is expected to close by mid-2021.

Six Park, Rollit Wealth announce partnership

ALLY SELBY | MONDAY, 28 SEP 2020

... Aranwela said. "As employers, helping your team in this way makes for a more compelling and meaningful employee value proposition." Rollit Wealth chief executive Mark MacLeod said the platform was excited to offer its users access to affordable investment ...

New managed portfolio on MyNorth

ELIZA BAVIN | MONDAY, 14 SEP 2020

... manager." Invest Blue's managing director David Stephen said: "The new portfolios strengthen Invest Blue's value proposition, providing clients with access to bespoke, high-quality, transparent investment options." Managing director of Russell ...

Specialist advice businesses optimal: Barrett

ELIZA BAVIN | THURSDAY, 10 SEP 2020

... a real truth telling session, they struggle with the value of advice. They struggle with truly backing their value proposition. That is because they are generalists." Barrett added that those who are generalists can have good businesses, but said there ...

COVID-19 propels advisers, incumbents into the future

ALLY SELBY | MONDAY, 31 AUG 2020

New global research reveals the COVID-19 pandemic has squeezed years of digital transformation into less than two months, but finds that partnerships, innovation and agility will be key for both advisers and institutions to survive and thrive going ...

Class announces $4.2m acquisition

ELIZA BAVIN | THURSDAY, 13 AUG 2020

... revenue," Russell said. "Combined with NowInfinity, we will continue to build our capabilities and compelling value proposition to ensure we help all our customers' manage their clients' businesses more effectively through a comprehensive suite of services." ...

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Aware Super reshapes governance team, appoints chief risk officer

VINNY VUCAGO

Aware Super has announced a leadership reshuffle, appointing a new chief risk officer amid the departure of its long-serving group executive of legal.

IFM lifts stake in Atlas Arteria to 40% after upping offer price

RIDDHIMA TALWANI

IFM Investors has raised its stake in Atlas Arteria from 34.5% to 38.3% in an on-market stock purchase, just a day after it raised its offer price for the toll road operator to $5.10 per security.

Zenith bolsters research, investment capabilities with new hires

MATTHEW WAI

Zenith has announced two senior appointments to strengthen its research and portfolio management divisions.

Regulators push for stronger stress-testing capability, resilience

KARREN VERGARA

The ability to remain resilient and manage liquidity pressures amid severe, multi-dimensional stress scenarios is an area of focus that APRA and ASIC want superannuation funds to improve.

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