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Showing 241 - 250 of 362 results for "Value Proposition"

AustralianSuper hires Tria Investment founder

DARREN SNYDER  |  FRIDAY, 22 MAY 2015
... to ensure that AustralianSuper leads the superannuation industry in understanding member needs and creating a value proposition that's attractive, innovative and sustainable over the long term," Schroder said. Baker said he will help to find more innovative ...

Fee-only risk advice doable, research shows

LAURA MILLAN  |  FRIDAY, 1 MAY 2015
... the research again confirms that it's important to conduct a robust process and analyse the costs, clients and value proposition of each firm when determining pricing."

Wealth managers need to be 'service-oriented'

ALEX BURKE  |  TUESDAY, 24 MAR 2015
... Efma. The research paper, "Wealth management and Private Banking - Connecting with clients and reinventing the value proposition", is based on a survey of 60 wealth management, family office and private bank executives in 26 countries. It suggests that ...

Advisers need to provide multi-pronged services

ALEX BURKE  |  THURSDAY, 19 MAR 2015
... be as one-off as the industry expects." Which is a good reason, Choi argued, for advisers to diversify their value proposition to allow clients to transition from limited to comprehensive advice over time. "Financial planning businesses need to consider ...

Legg Mason Brandywine fund awarded top rating

MARK SMITH  |  WEDNESDAY, 18 MAR 2015
... ahead of the curve in global fixed income, and pleasingly the Fund's performance track record supports this value proposition." The Legg Mason Brandywine Global Opportunistic Fixed Income Trust is available on BT/Asgard, IOOF and Macquarie wrap platf ...

New HNWIs demand unbundled services

ALEX BURKE  |  TUESDAY, 10 MAR 2015
... Guiamatsia. From Hamilton's perspective, planners should also prominently incorporate risk advice into their HNW value proposition. "A lot of investors understand returns but they don't understand risk. There's a lot of information at people's fingertips ...

ClearView calls for life insurance industry crackdown

ALEX BURKE  |  TUESDAY, 24 FEB 2015
... continued, because the concept of "commissions" is stigmatic and prevents advisers from effectively explaining their value proposition to clients. The statement also argued that "significant" changes to adviser remuneration were inadvisable and would ...

PM Capital global fund boosts income growth

LAURA MILLAN  |  MONDAY, 23 FEB 2015
... compelling valuation opportunities offshore, relative to the Australian market, which looks expensive. "The value proposition when we listed the PGF remains relevant as Australian investors generally, and SMSF trustees in particular, are significantly ...

Non-aligned licensee inquiries to rise in 2015

LAURA MILLAN  |  MONDAY, 17 NOV 2014
... not seeing a trend," he said. "We have built up a culture around trust and transparency and we have a strong value proposition in our financial advice network," he added. To put in context, Hagger referred to the regulatory uncertainty and negative media ...

Insurance industry has trust issues

MARK SMITH  |  THURSDAY, 13 NOV 2014
Australian insurance companies rank second last for the level of trust their customers have in them, according to a new survey by EY. The global professional services company surveyed around 24,000 consumers from 30 countries. Australia recorded one ...