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Showing 151 - 160 of 361 results for "Value Proposition"

Class expands executive line-up

HARRISON WORLEY  |  THURSDAY, 4 JUL 2019
Self-managed super administrator Class made a raft of additions to its executive leadership. In a quarterly update to the ASX today, Class revealed it made three senior appointments to fill its executive leadership team, enabling the firm to formulate ...

Midwinter appoints new chief executive

HARRISON WORLEY  |  THURSDAY, 28 FEB 2019
... full trust and confidence in Jeff's knowledge and ability to position the company for future growth, take our value proposition to our clients and ensure we understand our client's requirements in a post royal commission landscape," Plummer said. He ...

Pendal acquires Regnan

KANIKA SOOD  |  THURSDAY, 7 FEB 2019
... and multi-asset portfolios." "Delivering evidence-based, multi-asset ESG research and stewardship is a unique value proposition, which supports our goal to deliver sustainable, risk-adjusted out-performance for our clients," he said. Regnan started at ...

OPINION: Post RC, where to now for retail super?

ALEX DUNNIN  |  MONDAY, 4 FEB 2019
After a damning report card by the Royal Commission, the big question is where to now for retail superannuation and its advisory network ecosystem? At least we know what's not part of the answer: the status quo. Retail superannuation may not be ...

Advice dealer group seeks ASX listing

JAMIE WILLIAMSON  |  THURSDAY, 24 JAN 2019
... advisory and research services provides clients with an end-to-end product and service offering and a compelling value proposition for investors," he said. In June 2018, AD Capital attempted to merge with Linchpin Capital. The share sale agreement was ...

Portfolio implementation delays costing investors

JAMIE WILLIAMSON  |  TUESDAY, 18 DEC 2018
... objectives." Responsive implementation is often overlooked despite how much it enhances a financial advisers' value proposition, the research house said. "Meeting clients' expectations in today's advice world means meeting three criteria: responding ...

Scale integral to adviser success

JAMIE WILLIAMSON  |  TUESDAY, 9 OCT 2018
... better technology and industrialised controls and standards, the group said. As practices seek to expand their value proposition and product subsidisation is removed from licensee models businesses must determine the best way to grow, Fortnum said.

Link expands in Europe

HARRISON WORLEY  |  FRIDAY, 7 SEP 2018
... Addenbrooke said. "Being independent and 100% focused on third-party clients is a key strength. We are confident our value proposition will enable us to achieve our ambitious growth plans for the region." Last month Suzanne Holden resigned from her role ...

PPS Mutual creates state manager role

KARREN VERGARA  |  TUESDAY, 24 JUL 2018
... Brian Pillemer, and will work closely with financial advisers in understanding and adopting PPS Mutual's value proposition. She brings to the role extensive knowledge of financial advice businesses and issues facing advisers. Her experience in wealth ...

Robo-advice users in for the long haul

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JUL 2018
Young people are increasingly turning to robo-advice services for long-term goals like growing wealth outside of superannuation and saving for retirement, according to Six Park. Insights from the automated investment platform show 36.5% of its users ...