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Showing 281 - 290 of 362 results for "Value Proposition"

Advisers force life premiums down

MARK SMITH  |  WEDNESDAY, 17 OCT 2012
... life cover quotes online. This has meant that the financial planner has had to adjust and improve their client value proposition to remain the key professional for their clients."

Advisers struggle to add value

LINDA HAUSKEN  |  FRIDAY, 5 OCT 2012
... the Future of Financial Advice opt-in and fee disclosure reforms, many advisers may struggle to offer a strong value proposition to their clients, according to an industry expert. Leith Thomas, director of the Bailey Roberts Group said generally speaking ...

Catch-all 'Alternative' label useless: Pengana

ALEX DUNNIN  |  FRIDAY, 7 SEP 2012
Increasing allocations to alternatives warrants a more meaningful classification over what comprises the sector, according to Pengana Capital. Russell Pillemer, Pengana Capital CEO, said when "alternative" allocations were small, reference to the ubiquitous ...

A question of survival

BEN COLLINS  |  FRIDAY, 3 AUG 2012
... sector, with Greg Cooper, CEO, Schroder Investments. We need to perform, or we will die," said James, because the value proposition of managed funds has been diluted as the financial services sector evolves. Rather than becoming bogged down in the regulatory ...

Direct investors prefer scaled advice

MELANIE TIMBRELL  |  THURSDAY, 2 AUG 2012
... survey results released today, which showed the majority of unadvised direct investors would seek advice if the value proposition were clearer. Trust was identified as the key barrier to seeking advice for almost two thirds of direct investors, according ...

Value still key in insurance

BEN COLLINS  |  THURSDAY, 2 AUG 2012
... key." Symons said that the key to success in a post-FOFA world would be advisers' ability to articulate their value proposition at every step, because "The greatest risks are coming from the outside - people who use technology to go straight to clients ...

BT flags wealth "land grab"

MELANIE TIMBRELL  |  THURSDAY, 12 JUL 2012
... is taking so we are [taking] a more client-centric approach where there is absolute clarity in all parties' value proposition." Butterworth's comments followed an analyst briefing yesterday morning in which BT chief executive Brad Cooper described the ...

Ex-MLIM chief and head of sales to lead Powerwrap

BEN COLLINS  |  WEDNESDAY, 30 MAY 2012
... value they add," said Heffernan. "Using an independent platform adds consistency to the communication of their value proposition." Powerwrap is an independent provider of investment administration platforms to the financial services market.

Clear advice models to engage clients

LINDA HAUSKEN  |  THURSDAY, 24 MAY 2012
Advisers need to define their value proposition and focus on delivering strategic advice that clients understand the value of, according to Vanguard. Speaking at Beyond 2012: The Future of Advice Roadshow, Michael Lovett, head of Vanguard's Intermediary ...

Finance and Treasury Association appoints new CEO

RACHEL DAVIS  |  THURSDAY, 5 APR 2012
... are looking forward to working with David. He has the drive and qualities necessary to further build the FTA value proposition for members," said Finance and Treasury Association (FTA) president Paul Travers. "I want being a member of The Finance and ...