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Showing 161 - 170 of 361 results for "Value Proposition"

Praemium inks deal with WA-based wealth manager

HARRISON WORLEY  |  WEDNESDAY, 4 JUL 2018
... to increase cost efficiencies in Hartleys' administration process. With Hartleys looking to enhance its value proposition, Praemium's investor portal served as a key in the decision to award the mandate. Hartleys chief executive Charlie Ransom ...

CountPlus appoints chief operating officer

KARREN VERGARA  |  THURSDAY, 3 MAY 2018
... company's turnaround strategy. On 4 June 2018, Chapman will begin his new role, responsible for embedding CountPlus' value proposition and growing the network of firms under the "owner-driver-partner model." In line with its revitalisation and growth ...

Advisers react to Royal Commission revelations

JAMIE WILLIAMSON, KARREN VERGARA  |  FRIDAY, 27 APR 2018
... centred around the larger institutions I think the revelations will only strengthen the non-aligned advisers value proposition and we don't see any detriment to Atlas' ability to service clients with the highest level of advice and professionalism. Anne ...

IOOF updates market on ANZ wealth sale

KARREN VERGARA  |  TUESDAY, 24 APR 2018
IOOF gave shareholders an update on its ANZ Wealth acquisition in light of the banking Royal Commission. ANZ announced in September 2017 it will divest OnePath's pension and investments and four aligned dealer groups to IOOF for $975 million. IOOF's ...

Instos chasing EM debt for value

ALEX BURKE  |  WEDNESDAY, 11 APR 2018
Institutional investors are setting their sights on emerging market debt in an environment where equities and interest rates seem fully valued. Speaking to Financial Standard, Grant Samuel Funds Management chief executive Damien McIntyre said that interest ...

Technology for advisers by advisers

JAMIE WILLIAMSON  |  FRIDAY, 6 APR 2018
... scaleable and cost-effective technology solutions is paramount to advice businesses as they look to enhance their value proposition," Jacques added. As such, AGBA is working with members to develop an adviser-designed technology framework which would ...

YBR appoints new general manager

ALEX BURKE  |  WEDNESDAY, 21 MAR 2018
... to our franchisees, and value of being a broker or adviser in the current market. I'll focus on cementing our value proposition and making the most of the opportunity that YBR has in the marketplace. "I've seen the franchise model from both sides of ...

How to find alpha in advice: Vanguard

KARREN VERGARA  |  TUESDAY, 27 FEB 2018
... focus on client behavioural coaching over commoditising investment or stock selection can find "alpha" in their value proposition, according to an industry expert. Vanguard head of portfolio construction Francis Kinniry said embracing new-age advice ...

Industry fund revamps executive lineup

JAMIE WILLIAMSON  |  MONDAY, 19 FEB 2018
... specific employer and member segments. Cumming will focus on identifying opportunities to grow the fund's customer value proposition and maintain its growth following its recent merger with the Rio Tinto Staff Superannuation Fund. Commenting on her appointment ...

IOOF boosts flagship platform

JAMIE WILLIAMSON  |  MONDAY, 19 FEB 2018
IOOF is increasing efficiencies for financial advisers through a raft of enhancements to its leading retail platform, including non-lapsing binding nominations. Advisers using the IOOF Pursuit platform no longer need to update binding nominations every ...