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Showing 311 - 320 of 362 results for "Value Proposition"

Advisers must deliver alpha

ALEX DUNNIN  |  WEDNESDAY, 23 FEB 2011
... Australia working with financial advisers explaining how the new approach works. "We wanted to explore the advice value proposition through multiple lenses, including the key question of what is the opportunity cost for investors of not working with ...

Fee-for-service products gain pace

ELISE BURGESS  |  FRIDAY, 12 NOV 2010
... "Fee-for-service affects not just how the practice makes money, but every other aspect of the business, including your value proposition, how to communicate with your clients, what services you offer, and how your practice will deliver to the expectations ...

Infocus FUM grows to $3bn

JOHN MCDULING  |  MONDAY, 6 SEP 2010
... appropriately to continue to earn sound revenue with the proposed future banning of commissions and that their client value proposition is in place so clients will happily pay them," he continued. Infocus opened new offices in Victoria, Perth, the Sunshine ...

Peering into the future

JOHN MCDULING  |  TUESDAY, 31 AUG 2010
... October 2009, financial advisers are directing more than 8 out of 10 client dollars through them. He said the value proposition of platforms had always been to benefit the advisers, either through cost or admin efficiencies, while staying cost-neutral ...

More wealth mgmt on web

ELISE BURGESS  |  MONDAY, 30 AUG 2010
... "Fund managers obviously need to distinguish themselves, rebrand themselves, continuously communicate their value proposition and educate their advisers," Cooke said. According to the group, 80 per cent of Australians are internet users across all demographics ...

Macq fills gap in mid-tier planning consultancy

RUTH LIEW  |  MONDAY, 9 AUG 2010
... services by accessing specialist resources within Macquarie. Services can range from a three-hour workshop on value proposition to a 12-week program to make the firm sale-ready.

IFSA members approve name change, new focus

MICHAEL HOBBS  |  TUESDAY, 20 JUL 2010
... financial services industry. "[This] provides a new platform from which the industry can better explain its value proposition to customers and will allow the Council to highlight the important role it plays for the industry in going beyond legislative ...

Planners rank high on client scorecard

RUTH LIEW  |  THURSDAY, 15 JUL 2010
... the benefits advisers bring to the community. "What the industry needs to [do] is to be really clear of its value proposition, the benefits it delivers to consumers because that is [still] not well understood," he said. The AFA's financial advice study ...

Local jobseekers enjoy strong executive search market

MICHELLE BALTAZAR  |  FRIDAY, 28 MAY 2010
... the GFC, most candidates had very few opportunities to consider even when they were very dissatisfied with the value proposition [within their firm] post the GFC, but as the market sentiment turns, so is their preparedness to find employment elsewhere," ...

Guardian signs Custom Solutions

PRESS RELEASE  |  THURSDAY, 25 MAR 2010
... "It will also form the cornerstone for Guardian advisers as they transition to a fee-for-service based client value proposition." Guardian consists of 145 financial advisers with more than $1.4 billion in funds under advice and $100 million of in-force ...

Editor's Choice

Super funds race to implement digital advice

VINNY VUCAGO  |   12:28PM
Australian superannuation funds are increasingly turning to digital advice tools to bridge the longstanding gap between members needs and access to affordable financial guidance, according to executives at wealth technology Bravura Solutions.

Musk's $106bn fundamental-defying IPO lands on Nasdaq

RIDDHIMA TALWANI  |   12:25PM
SpaceX has raised US$75 billion ($106.8bn) in the biggest-ever stock market debut, valuing Elon Musk's rocket and satellite company at US$1.77 trillion.

Quinbrook appoints Australian lead

VINNY VUCAGO  |   12:21PM
Energy transition infrastructure investor Quinbrook has appointed Tim Horneman as region leader for Australia, formalising his responsibility for the firm's local investment activities and business operations.

Former ASFA COO joins housing fund manager

MATTHEW WAI  |   12:07PM
The former chief operating officer of the Association of Superannuation Funds of Australia (ASFA) has joined C1 Capital Group as chief investment and operating officer.

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