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Showing 11 - 20 of 361 results for "Value Proposition"

Advisers want to boost client book by 36%: CFS

KARREN VERGARA  |  MONDAY, 24 NOV 2025
... more clients, they say greater capacity would allow them to refine their business models and strengthen their value proposition to clients, while also achieving better work-life balance for themselves and their teams," said Peker.

Agentic AI adoption 'crucial' for future success: Capgemini

MATTHEW WAI  |  FRIDAY, 14 NOV 2025
... suitable business processes for agent adoption and overcoming potential barriers, firms can optimise the AI value proposition for their own enterprise - in the form of efficient, fast, and personalised services." It comes as over half (51%) of executives ...

Shield, First Guardian fallout calls for tougher scrutiny on research houses, licensee governance

MATTHEW WAI  |  FRIDAY, 24 OCT 2025
... he questioned. "I think as part of a good governance assessment, advice firms need to think about what their value proposition to their clients is; it's being able to deliver good strategic advice, coupled with a strong governance infrastructure around ...

Listed asset managers trail ASX 200 in 2025: Morningstar

RIDDHIMA TALWANI  |  WEDNESDAY, 22 OCT 2025
... firms at risk of losing funds under management or facing closure. "The rise of passive investments, whose basic value proposition is index tracking at a low cost, has made active managers who fail to outperform their benchmarks increasingly obsolete. ...

Vanguard partners to launch core-satellite portfolios for advisers

MATTHEW WAI  |  THURSDAY, 16 OCT 2025
... specific investment needs, with factors including strong governance, a robust investment process, and a clear value proposition to be considered. Commenting, Vanguard head of financial adviser services Rachel White said the portfolios provide advisers ...

MLC Expand targets time savings with new AI capabilities

MATTHEW WAI  |  THURSDAY, 16 OCT 2025
MLC's super and retirement platform, MLC Expand, is rolling out a slew of artificial intelligence (AI) automation tools that it says could save advice practices hundreds of hours per month. Over the coming months, MLC Expand is launching automation ...

FINSIA's struggle to find scale

ELIZA BAVIN  |  WEDNESDAY, 15 OCT 2025
... loss-making position for quite some time." Cox said that the board of FINSIA focused on enhancing the member value proposition, which he said has "increased significantly". "As a consequence, we have seen our membership scores, looking at net promoter ...

Entireti launches SMA, portfolio management service

ANGELIQUE MINAS  |  WEDNESDAY, 1 OCT 2025
... portfolio management services continues, as more advice businesses are looking to reshape and enhance their value proposition. "Salita represents the coming together and evolution of Entireti's investment capabilities to support all the licensed and ...

FEATURE: Problem detected

MATTHEW WAI  |  THURSDAY, 18 SEP 2025
... are providing you," Stavrou explains. "That is part of what a lot of the asset servicing custodian banks' value proposition is, as well as other service providers as well. "So, of itself, outsourcing doesn't necessarily increase or decrease your ...

Young people want more from their life insurance: Research

RIDDHIMA TALWANI  |  TUESDAY, 16 SEP 2025
... immediate value and control can bring young consumers into the mix. "We must reimagine life insurance as a holistic value proposition beyond just protection. Through living benefits, wellness, and financial tools, we can support customers at the beginning ...