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Showing 231 - 240 of 362 results for "Value Proposition"

Treysta moves $200 million funds under advice into managed accounts

MICHELLE BALTAZAR | MONDAY, 28 SEP 2015

... on many levels. "In fact it's our heavy use of managed accounts that has been an enabler for us to shift our value proposition to be wholly around advice, and much less around products and investment service," said Mark Nagle, financial adviser and executive ...

AB appoints regional manager

ALEX BURKE | THURSDAY, 24 SEP 2015

... and Ben have worked together in previous roles, and that shared experience is an excellent foundation for the value proposition they will offer to our financial-adviser client base, based on teamwork, market connectivity and a consultative approach." ...

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE | FRIDAY, 4 SEP 2015

... that's because we feel our clients are lucky to get exposure to those particular managers." The changing adviser value proposition If anything, Hamilton believes the rise of managed accounts in financial advice is more to do with the wider regulatory ...

PROFILE: J.P. Morgan head of Australia funds David Hallifax

ALEX BURKE | WEDNESDAY, 26 AUG 2015

... Peter Morgan, trying to get them to put trades through our business. We had to sell them on, 'Well, what is your value proposition and why would we trade with you versus a bigger trading house?' That was a great experience for me and got me my foot in ...

Kinetic Super hires head of product

DARREN SNYDER | MONDAY, 10 AUG 2015

... Green said. Ralph comes to Kinetic Super from Medibank where she spearheaded the direction and execution of its value proposition, product and pricing strategy across retail, corporate and overseas product portfolios. She also launched five product series ...

Apogee partners with CoreData to improve client experience

ALEX BURKE | THURSDAY, 6 AUG 2015

... individual practices and groups from the insides - you know, what are the things we can help them to refine their value proposition to be relevant to get more clients through their referral process."

SelectingSuper rejects claim small funds should merge

ALEX DUNNIN | WEDNESDAY, 5 AUG 2015

... boutique funds despite their extra resources? Using arbitary fee benchmarks of say 1.3% to challenge a super fund's value proposition is meanwhile a blunt instrument that would impact MySuper products such as some of those offered by AMP, BTFM, Mercer ...

IOOF merges two licences

ALEX BURKE | FRIDAY, 24 JUL 2015

IOOF has merged licences My Adviser and Plan B into Consultum and Shadforth. An IOOF spokesperson said, "The reasoning behind the transition of the advisers in both cases is that it makes sense to consolidate smaller licences, such as MyAdviser and ...

Philo in growth mode after losing key mandate

ALEX BURKE | THURSDAY, 18 JUN 2015

... products, where the full-blown kind of managed account service we're providing is something you can build a new value proposition around. "We're helping a national group design a managed account for their business, and one of the great things about doing ...

Advisers and mortgage brokers joining forces

ALEX BURKE | TUESDAY, 26 MAY 2015

... parties are taking a financial stake in a joint venture or partnership. "This enables them to broaden their client value proposition and fully service the clients of the respective specialists by providing integrated financial advice and a seamless client ...

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Invesco launches new equity fund

ELIZA BAVIN

Invesco said the new fund will give Australian investors access to a systematic global equity strategy with a 20-year track record.

FCA pursues Neil Woodford again

KARREN VERGARA

The Financial Conduct Authority (FCA) is going after failed fund manager Neil Woodford again, this time for allegedly providing unauthorised investment advice via W4.0, his Dubai-based investment platform.

Former APRA deputy chair launches retirement solutions startup

KARREN VERGARA

A former APRA deputy chair has launched CipherIQ, a new venture that provides retirement solutions via account-based pensions in partnership with superannuation funds, financial advisers and retirees.

Global X launches space tech ETF

MATTHEW WAI

Global X has now launched the space tech ETF (ASX: MOON).

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