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Showing 261 - 270 of 362 results for "Value Proposition"

Certitude appoints adviser relationship manager

MARK SMITH  |  TUESDAY, 6 MAY 2014
... stronger client focus to exceed adviser needs and our future growth," Mowll said. "An important part of our value proposition to our clients is about delivering the best; across service, products and people. With his extensive experience in client relationship ...

FPA announces winners of research grants

LAURA MILLAN  |  THURSDAY, 10 APR 2014
... with associate professors Mark Brimble and Robyn Cameron. The consortium project is titled 'Financial planning value proposition: laying the groundwork based on clients' perspective'. "Education is key to ensuring a strong future for the financial planning ...

Hillross awards advisers amid AMP restructure

LAURA MILLAN  |  WEDNESDAY, 22 JAN 2014
... Hillross Adviser of the Year award and the judging panel highlighted his "professionalism, his clear client value proposition and his unwavering focus on delivering what his clients want," Hillross managing director Michael Guggenheimer said. The announcement ...

ASIC's SMSF report being misread

ALEX DUNNIN  |  THURSDAY, 19 SEP 2013
... report at around $4,400 translates to only 2.2% pa, but if these costs are shared across two members the fee value proposition for running a SMSF becomes compelling. The analysis in the report that described fee discounts available in APRA regulated ...

Netwealth Advice set for growth after business restructure

LAURA MILLAN  |  FRIDAY, 13 SEP 2013
... Advice is undertaking changes in compliance, technology and other support services and will go from six to 14 key value proposition services. Netwealth Advice has recently changed its internal structure and made a number of appointments to sustain growth ...

Aussie ETF use reaches new level of sophistication

MARK SMITH  |  MONDAY, 9 SEP 2013
... ETFs and with active funds to deliver a robust portfolio outcome for clients and to reinforce the advisers' value proposition." As the ETF journey enters an age of more sophisticated use, Howie pointed out that they have so far done what they have been ...

AMP bolsters corporate super business

LAURA MILLAN  |  WEDNESDAY, 4 SEP 2013
... director of Field Effectiveness, Hilary Inglis director of Corporate Super Investments, Maria Loyez director of Value Proposition and Justin Morgan director of SME Adviser Business. "With the changes we are seeing across the industry it's more important ...

AMP adds four NZ advice firms to network

MARK SMITH  |  FRIDAY, 30 AUG 2013
... these acquisitions, we're excited to welcome a significant number of new clients and demonstrate our unique value proposition to them. We're particularly pleased to be opening a new office in Dunedin as we continue to grow our presence nationwide," he ...

AMPFP not relevant without future growth

MARK SMITH  |  MONDAY, 26 AUG 2013
... growth is external planners. A dedicated team of recruitment specialists targets advisers by emphasising AMPFP's value proposition. Guggenheimer said advisers who join AMPFP are attracted to the self-employed business model which allows them to remain ...

Wealth Plus Solutions joins AMP's Genesys network

JAMES FERNYHOUGH  |  THURSDAY, 8 AUG 2013
... know the interests of our advisers and clients are well-represented with Genesys." "Genesys offers a strong value proposition and our advisers and clients will benefit from being supported by a group with the size, scale and resources of AMP," he added. ...