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Showing 141 - 150 of 362 results for "Value Proposition"

Focus to acquire stake in MEDIQ

KANIKA SOOD  |  WEDNESDAY, 19 FEB 2020
... diversification strategy. "MEDIQ will expand our Australian presence and add a specialist partner whose unique value proposition will enable it to capitalize on opportunities in an attractive and growing market." Focus co-founder and chief operating ...

Perpetual head jumps for greener pastures

ALLY SELBY  |  MONDAY, 10 FEB 2020
... strategy, including targeting new investors and ensuring the market was fully informed of the company's value proposition. Prior to his general manager role, Ehlich served as both a manager and senior manager for Perpetual's corporate finance ...

Fidelity backs personality tests

ELIZABETH MCARTHUR  |  FRIDAY, 31 JAN 2020
... most common personality type. The Value of Advice report included insights on how advisers can explain their value proposition to each of the personality types. For example, compass navigators need fees and costs clearly and proactively disclosed early ...

Advisers better learn what women want: Research

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 DEC 2019
... industry where advisers engage with every client the way they would engage with men," Lennon said. "They see the value proposition as creating better financial outcomes, but that's not the only thing women care about. And actually, women are the ones ...

FASEA compliance has silver lining

KANIKA SOOD  |  FRIDAY, 29 NOV 2019
... would have the purpose statement, the mission statement - I get confused with those two by the way - the client value proposition and your core values." She said standard three should force planners to think which products their business puts on their ...

Financial planning pioneer to speak at FPA Congress

KANIKA SOOD  |  FRIDAY, 22 NOV 2019
... relationships that last and flourish. "The session will be about why financial planners need to move their central value proposition from talking to their clients about a return on investment, to a return on life," he said in an interview ahead of his ...

FS Roundtable: Striking the perfect balance

KARREN VERGARA  |  THURSDAY, 14 NOV 2019
... should be able to do," Coggins adds. Viridian's Bolger observes many platforms are overstretching their value proposition. "I don't think platforms have evolved as quickly as the investment and advisory environment, and with the expectations ...

Whistleblower calls out approved product lies

ELIZA BAVIN  |  WEDNESDAY, 23 OCT 2019
... non-aligned segment of the market has been built by advisers fleeing institutional control and influence. Their value proposition is predicated on having no ownership ties to a product manufacturer and product choice," Morris said. "A formal APL serves ...

Allianz Retire+ to research retirement transition

HARRISON WORLEY  |  TUESDAY, 17 SEP 2019
... setting up people for a happy retirement. "Post-Royal Commission, many advisers are struggling to define their value proposition, and with 1000 Australians retiring a day, there has never been a more pressing need to undertake this research."

Adviser of the Year named

ELIZABETH MCARTHUR  |  THURSDAY, 29 AUG 2019
... demonstrated a genuine ongoing commitment to education and professional development as a means of improving his value proposition to his clients and the broader community."

Editor's Choice

Invesco launches new equity fund

ELIZA BAVIN
Invesco said the new fund will give Australian investors access to a systematic global equity strategy with a 20-year track record.

FCA pursues Neil Woodford again

KARREN VERGARA
The Financial Conduct Authority (FCA) is going after failed fund manager Neil Woodford again, this time for allegedly providing unauthorised investment advice via W4.0, his Dubai-based investment platform.

Former APRA deputy chair launches retirement solutions startup

KARREN VERGARA
A former APRA deputy chair has launched CipherIQ, a new venture that provides retirement solutions via account-based pensions in partnership with superannuation funds, financial advisers and retirees.

Global X launches space tech ETF

MATTHEW WAI
Global X has now launched the space tech ETF (ASX: MOON).

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