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Showing 181 - 190 of 362 results for "Value Proposition"

Managed accounts now available via FirstChoice

JAMIE WILLIAMSON  |  TUESDAY, 21 NOV 2017
... flexibility and control to effectively manage client portfolios without the need to shift advisers' investment value proposition." Looking ahead, Chun added 2018 will be an exciting year for CFS as it continues its commitment to providing solutions that ...

Advisers ambivalent on LIF deadline: Poll

KARREN VERGARA  |  MONDAY, 20 NOV 2017
With less than six weeks to go, financial advisers are still unclear about their obligations under the Life Insurance Framework reforms, Financial Standard's weekly spot poll shows. More than 40% of advisers who took part in the survey are unsure about ...

AMP adds LIF resources as deadline looms

JAMIE WILLIAMSON  |  THURSDAY, 16 NOV 2017
... with considerations such as new pricing and revenue models, determining their target market and designing their value proposition. AMP has also introduced a practice diagnostic tool to help advisers identify areas of their business in need of attention ...

J.P. Morgan wins SMA custody mandate

JAMIE WILLIAMSON  |  MONDAY, 13 NOV 2017
... already applies corporate actions and accurate tax treatments to over 3500 international securities enhancing the value proposition for our clients," Ohanessian said. "We are confident that J.P. Morgan can support our requirements as we expand our SMA ...

AllianceBernstein slashes retail fees

ALEX BURKE  |  WEDNESDAY, 1 NOV 2017
... AB's commitment to listening to client feedback and responding to it, and they have been well received." "Our value proposition was attractive when we launched these funds in Australia and, following these changes, it's even more so. This is entirely ...

Fee models an art, not a science

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
Less than three months remain until the Life Insurance Framework becomes commonplace for advisers and experts say there's still time to review or reconsider advice pricing options. The AFA 2017 National Adviser Conference will hear from four industry ...

Trusted advice solves investor confusion: Research

EMMA RAPAPORT  |  WEDNESDAY, 27 SEP 2017
... securities, which is an unlikely place to find new opportunities. "We see that many investors extrapolate the passive value proposition of the market at a lower fee into much greater benefits than these products can deliver." Against a backdrop of general ...

Life insurers challenged by waning planner loyalty

JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2017
... coming year. Senior analyst King Loong Choi said the findings highlight the need for insurers to articulate a value proposition that extends across the entire value chain. "Insurers need to provide support from the back end, through seamless underwriting ...

Centrepoint forms fintech alliance

JAMIE WILLIAMSON  |  WEDNESDAY, 6 SEP 2017
... requirements," McDonnell said. "Advisers can use these cash flow tools in a number of ways depending on their client value proposition and their clients' needs. They can be incorporated into their existing advice offering or provided as an additional ...

Implemented Portfolios hires for national expansion

JAMIE WILLIAMSON  |  MONDAY, 4 SEP 2017
... support base." The appointments will support the group's ongoing, strong growth, aiming to underpin its adviser value proposition. Implemented Portfolios recorded a 35% increase in funds under management over last financial year to now total $640 million ...