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Showing 191 - 200 of 361 results for "Value Proposition"

Advice, ETFs and SMAs form powerful combination

JAMIE WILLIAMSON  |  THURSDAY, 3 AUG 2017
... itself an enormous demonstration of value and an incredibly powerful message which you can incorporate into your value proposition to show that you are putting your client's interests first and saving them lots of money."

Two appointments for BTFG life business

KARREN VERGARA  |  MONDAY, 17 JUL 2017
... delivery and innovation before leaving for an executive role at Suncorp subsidiary Asteron Life working in adviser value proposition for two years. Between 2001 and 2008, Bower also worked in a number of senior management roles at TAL including head ...

Vale John O'Connell

EMMA RAPAPORT  |  THURSDAY, 15 JUN 2017
... automated advice offering into our leading wealth platform so advisers can incorporate robo-advice into their value proposition for clients." Interested parties have been advised to contact Macquarie's wealth management client connect team for assist ...

Pressure on advice practices means time for rethink: ClearView

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2017
Financial advisers must rethink value propositions and condense client books to achieve sustainable growth as traditional advice offerings continue to feel the squeeze. A new paper from Matrix Planning Solutions, distributed by parent company ClearView ...

Global manager acquires Australian tech firm

ALEX BURKE  |  FRIDAY, 21 APR 2017
... services to specialist and general medical practices in Australia." "We look forward to further enhancing Genie's value proposition to its customers, and providing strategic and capital support to the business to deliver on its next phase of growth," ...

ESG adoption grows, returns follow

JAMIE WILLIAMSON  |  FRIDAY, 21 APR 2017
... Respondents attributed this to a variety of factors, including cost, limited demand from stakeholders, unclear value proposition, and lack of knowledge and capability. Globally, 50% said it's difficult to benchmark performance against peers. Despite ...

Implemented Portfolios launches bespoke IMA offering

JAMIE WILLIAMSON  |  TUESDAY, 7 MAR 2017
... development to be able to offer a service leveraging the Implemented Portfolios investment eco-system. "Our value proposition is to help client's make informed decisions about their financial life so that they feel confident they're on track. We extensively ...

IFM sees value in handbags

JAMIE WILLIAMSON  |  FRIDAY, 24 FEB 2017
... seeks to further expand in Australia and offshore. With the strong experience of its leadership team, niche value proposition, on-trend products and proven retail nous, we believe Colette is well positioned to execute on its next phase of growth," Wardman-Browne ...

Mercer launches LifetimePlus 2.0

ALEX BURKE  |  TUESDAY, 21 FEB 2017
... wherein there is no withdrawal penalty, from 30 days to two years. "These three design changes really improve the value proposition of LifetimePlus to the retiree," Mercer senior partner David Knox said. "Firstly, the revised investment strategy means ...

Russell sells actuarial business

ALEX BURKE  |  FRIDAY, 17 FEB 2017
... services is the core purpose of our retirement team in Australia. The combination of our teams will strengthen our value proposition for all our clients, by providing a wider and deeper range of expertise and service that covers both traditional and ...