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Showing 201 - 210 of 361 results for "Value Proposition"

Vanguard chief says embrace robo-advice

JAMIE WILLIAMSON  |  FRIDAY, 17 FEB 2017
Financial advisers need to be less concerned with business growth and more concerned with doing well for their clients. That is a key message shared by Vanguard chief executive Bill McNabb at the 2017 SMSF Association National Conference, telling delegates ...

Infocus scores exclusive referral to 450 offices nationwide

ALEX BURKE  |  MONDAY, 6 FEB 2017
... place quality financial advice to achieve their goals. "The H&R Block referral relationship meets our adviser value proposition of helping Infocus Group financial advisers grow revenue, increase efficiency and effectively manage risk in their busines ...

Metro property markets continue reliable income

DARREN SNYDER  |  FRIDAY, 23 DEC 2016
... rate of return (IRR) of 23.8% since CMA's listing in December 2014. "This high level of return bears out the value proposition to be found in metropolitan markets and supports the investment thesis CMA has adopted to generate value for its investors," ...

Planning firms need succession rethink

KERRIE SYDEE  |  MONDAY, 5 DEC 2016
... advice to clients; control over the destiny of their practice in regards to licencing; and control over their value proposition and building the value of their practice. "The recent announcements from ANZ reinforces that a large number of practices have ...

How to put the sizzle back into finance: Grad Mentor

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
... career planning and reasonable pay as integral factors for practice principals to consider when devising their value proposition. Foremost, Barr said the alignment of values was central to a 'happy marriage' between graduate and firm. "Passion for the ...

Super choice needs more than five minutes

JAMIE WILLIAMSON  |  MONDAY, 21 NOV 2016
... adequacy and provides insights as to how employers can use superannuation to shape a more attractive employer value proposition. In fact, 82% of survey respondents said they believe it is the responsibility of employees to choose their super fund. Damian ...

Advisers optimistic amid challenges

KERRIE SYDEE  |  THURSDAY, 27 OCT 2016
... shows that where advisers had moved to fee-for-service model, they saw their clients better understand what value proposition they presented. In this context, it's positive to see increased transparency helping advisers showcase the full breadth and ...

NAB private wealth vet takes on key China relationship role

ALEX BURKE  |  MONDAY, 17 OCT 2016
... Metals Corporation. On her new role, she said: "I was attracted to the SILC Group because its unique client value proposition is well-aligned with my own philosophy. "Being non-aligned and self-directed, the firm is truly well-positioned to provide the ...

The best marketing is no marketing for advisers

MARK SMITH  |  TUESDAY, 11 OCT 2016
... their best clients and what it is that makes them great. The next step is to use that to prove their unique value proposition to all clients and make themselves more referable. "People respond well to calls for help but make it simple to be introduced ...

Future of advice to be shaped by the customer

KERRIE SYDEE  |  FRIDAY, 30 SEP 2016
... focused on understanding consumers changing needs and helping advisers evolve their businesses to make sure their value proposition is valued by the end client."