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Showing 331 - 340 of 362 results for "Value Proposition"

Macq opens fin planning consultancy

MICHAEL HOBBS  |  TUESDAY, 26 MAY 2009
... per cent on average. The consulting division will provide a number of services from a three-hour workshop on value proposition to a 12-week program on making a firm ready to be sold. Liz McCarthy, head of Macquarie Practice Consulting, and Belinda Kerr ...

Lonsdale provides practice tools

COMPANY RELEASE  |  MONDAY, 6 APR 2009
... worksheets and client letter templates to assist financial planning directors manage and improve their client value proposition, client segmentation strategy, pricing and business processes. The DKN Financial Group subsidiary is also providing each financial ...

ESG dogged by poor metrics: McKinsey

ALEX DUNNIN  |  THURSDAY, 26 MAR 2009
... Many companies in the study said they don't bother assessing ESG factors because they think that either the value proposition is too long-term or indirect to measure or they "aren't satisfied with the metrics available".

BT revamps wrap for equities

RUTH LIEW  |  THURSDAY, 12 MAR 2009
... reasonable amount of equities penetration on our platform - around 15 to 20 per cent. "This is about enhancing the value proposition of the platform for current users," said Craig Lawrenson, BT Wrap product and strategy national manager. Lawrenson quoted ...

In planners we trust

RUTH LIEW  |  THURSDAY, 12 FEB 2009
... you work in an industry that demonstrates professionalism. So know what you are doing in your business, your value proposition, and continue to earn the trust of your clients," said Lawton.

Planners must alter proposition: Murray

MICHAEL HOBBS  |  WEDNESDAY, 23 JUL 2008
Investor behavioural expert, Nick Murray, is urging financial planners to change their value proposition and focus on managing client behaviour, stating it could potentially boost their client's long term returns by seven per cent. Speaking at an MLC ...

Planners buy 15pc stake in TSG

MICHAEL HOBBS  |  TUESDAY, 15 JUL 2008
Senior financial planners from The Salisbury Group have accepted an offer to purchase 15 per cent equity share in the dealer group. TSG manages more then $700 million on behalf of clients. In July last year, Australian Financial Services Group (AFS) ...

AXA planner profitability model delivers

... businesses more efficiently. For example, the strategy helped planners analyse their pricing, articulate their value proposition and use an IT program that monitors the level of service they offer to clients. Studying the outcome less than a year later ...

Collins challenges planner model

MICHAEL HOBBS  |  WEDNESDAY, 4 JUN 2008
... planning. "Retiree and baby boomer client needs are very different and therefore every aspect of the client value proposition and client experience needs to consider this if it's going to be relevant," she said. "Should we gear ourselves up for more ...

Consumers worry about value, not fees

ALEX DUNNIN  |  TUESDAY, 9 OCT 2007
... overcharged for the services they received. The push for advisers and super funds having to better articulate their value proposition is expected to reinforce a tougher focus on administrative efficiencies in the wealth management industry, said John ...

Editor's Choice

Super funds race to implement digital advice

VINNY VUCAGO
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
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
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
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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