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Showing 221 - 230 of 362 results for "Value Proposition"

HNW investors value role of advisers

KERRIE SYDEE  |  MONDAY, 30 MAY 2016
... financial advice. This is creating a real opportunity for financial advisers to develop a clear and concise value proposition in their own marketing to investors."

Investment committees must consider culture

DARREN SNYDER  |  FRIDAY, 27 MAY 2016
... culture and leadership to meaningful business performance metrics would be through measuring both the client value proposition and employee value proposition. Key dimensions include measuring client-centricity, purpose, drive, people and teamwork. While ...

AIA launches adviser wellness program

DARREN SNYDER  |  WEDNESDAY, 25 MAY 2016
... program will be guided through the process of designing their client segmentation model, developing a client value proposition and integrating a lifestyle and wellbeing framework into their service offer. Sciarrone added advisers on the program can gain ...

One in four willing to switch advisers: EY survey

MARK SMITH  |  TUESDAY, 24 MAY 2016
... expectations are changing rapidly, firms that challenge traditional norms while remaining true to their core value proposition will be better positioned to succeed," Elias said. "The rules of the game have changed. In order to attain growth, managers ...

Willis Towers Watson appoints investments director

ALEX BURKE  |  MONDAY, 9 MAY 2016
... thought leadership and that is geared squarely towards helping our clients excel. I am confident our unique value proposition to clients will continue to develop under Martin's leadership."

Advisers shouldn't overlook workplace super

KERRIE SYDEE  |  WEDNESDAY, 27 APR 2016
... businesses in Australia, there is a great opportunity for advisers to work in this space if they have the right value proposition and support. IOOF has created a guide for advisers to outline a pathway to success as a workplace super adviser." Financial ...

Legg Mason Brandywine gets nod from Zenith

MARK SMITH  |  TUESDAY, 15 MAR 2016
... their clients ahead of the curve in global fixed income, and the Fund's performance track record reflects this value proposition. We are delighted that our Fund has received the highest rating from one of Australia's leading research houses." The Legg ...

AZ NGA acquires second RI Advice practice

ALEX BURKE  |  TUESDAY, 2 FEB 2016
... executive Paul Barrett said "[they] run an outstanding, full service financial planning practice with a strong value proposition for their clients. "They are committed to developing a lifelong relationship with their clients and staff, and provide an ...

FPA helps advisers with life insurance

DARREN SNYDER  |  WEDNESDAY, 14 OCT 2015
... Australians. A better advice process, well-structured advice, improved client servicing, and a well-defined value proposition will help build public trust and confidence in life insurance advice, and ultimately the profession as a whole." The FPA's Life ...

Kinetic Super appoints board director

LAURA MILLAN  |  WEDNESDAY, 30 SEP 2015
Kinetic Super has appointed a new independent director to its board to replace John Plummer, who is retiring following the completion of his second and final term. Jodie Leonard is a non-executive director and a management consultant, as well as a strategic ...