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Showing 171 - 180 of 362 results for "Value Proposition"

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 ...

Costs fundamental to IOOF advice growth

DARREN SNYDER  |  FRIDAY, 16 FEB 2018
IOOF flagged cost management as crucial to the success of its financial advice-led strategy, one that recorded inflows of $1.2 billion in the first half of FY18 and is about to acquire ANZ Wealth. Releasing the company's 1H18 results this morning, Kelaher ...

IFAs tackling bank-owned competitors head on

KARREN VERGARA  |  FRIDAY, 16 FEB 2018
... from universal banks as a threat. The data analytics firm highlighted opportunities for IFAs to showcase their value proposition after ASIC's recent report showing vertically integrated institutions are failing to act in the best interests of clients ...

SuperConcepts acquires SMSF administrator

KARREN VERGARA  |  TUESDAY, 13 FEB 2018
... that aligning our two businesses will bring and leveraging competencies to offer a truly unrivalled business value proposition to SMSF intermediaries and trustees," Fenech said. "MORE Super is a high-quality business, with an excellent track record of ...

HUB24 responds to adviser demand

JAMIE WILLIAMSON  |  TUESDAY, 23 JAN 2018
... enabled ROA generation. "Our industry is increasingly using technology to support advisers in enhancing their value proposition whilst improving client experience and client outcomes," he said. "Additionally, advisers using HUB24 can use these tools ...

Principal and CIMB strengthen asset management ties

DARREN SNYDER  |  MONDAY, 15 JAN 2018
... investment expertise are important to this business and we believe this strategic realignment will enhance the value proposition of the joint venture to enable us to serve our customers better." CIMB and Principal have partnered in the region since 2004 ...

AZ NGA practice acquires regional advice firm

JAMIE WILLIAMSON  |  MONDAY, 8 JAN 2018
... legacy respected," Cook said. "Ken's business is a great fit for us, and we believe we can roll out a wider value proposition to the clientele. Ken and I have known each other for 25 years. As with getting advice - it's great to deal with someone you ...

Adviser group edges on triple digits with new business

JAMIE WILLIAMSON  |  FRIDAY, 15 DEC 2017
... for the past 12 months as a salaried adviser, with Madison chief executive Annick Donat saying Marsh's unique value proposition is her resolute faith in people's ability to help themselves. "Over the last 12 months, I have seen Shelley challenge her ...

Game theory revolutionises risk profiling

JAMIE WILLIAMSON  |  WEDNESDAY, 29 NOV 2017
... goal priorities. Streamlining the acquisition and assessment of clients creates efficiencies, a more robust value proposition and deeper client understanding for advisers." The first product available is TrueProfile Risk Essentials, which provides an ...

Centrepoint launches new advice partnership

JAMIE WILLIAMSON  |  FRIDAY, 24 NOV 2017
Centrepoint Alliance has established a community of high performance advice firms comprising practices with aligned views on innovation and success. Centrepoint will be forming strategic partnerships with those firms in the Partner's Circle, which were ...