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Showing 21 - 30 of 361 results for "Value Proposition"

Canaccord Genuity buys Wilsons Advisory

JAMIE WILLIAMSON  |  THURSDAY, 21 AUG 2025
... our complementary strengths and increasing the scale of our operations, we expect to substantially enhance our value proposition and product suite for our wealth management and capital markets clients." Meantime, Wilsons Advisory chief executive Brad ...

CareSuper, MIESF schedule merger for October

JAMIE WILLIAMSON  |  THURSDAY, 31 JUL 2025
... th largest fund in Australia. "... this continues to highlight the attractiveness of CareSuper's strong value proposition: big enough to deliver, small enough to deliver strong long-term investment performance whilst also maintaining award-winning ...

Fitzpatricks advice GM resigns

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
... Fitzpatricks. Fairweather said the addition of business planning as a dedicated service enhances Fitzpatricks' value proposition and would drive mutually beneficial outcomes for both the group's advice community and Fabig. "Jasia has been considering ...

Buyers demand HNW advice practices: Radar Results

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
... loyal. "Practices with HNW clients often have strong internal processes, dedicated support staff, and a clear value proposition - making them easier to integrate or expand," he said. Over the past five years, the brokerage firm found that larger practices ...

Commonwealth Super awards sustainable credit mandate

JAMIE WILLIAMSON  |  WEDNESDAY, 16 JUL 2025
Commonwealth Superannuation Corporation (CSC) is the seed investor in two new sustainable credit funds from UK-based manager Osmosis Investment Management. The fund manager has launched the Osmosis Global Credit UCITS Fund and the Osmosis Global High ...

Plenary adds to executive lineup

MATTHEW WAI  |  FRIDAY, 4 JUL 2025
Plenary Group has unveiled a slew of promotions to its senior management structure, including the appointment of a new chief investment officer. All appointments will continue to work alongside the existing senior management teams in Asia Pacific and ...

State Street Global Advisors rebrands

ELIZA BAVIN  |  TUESDAY, 1 JUL 2025
... "We're excited to unveil a new brand that communicates that promise. These changes to our brand strengthen our value proposition, simplify the way we go to market, and improve our clients' experience across State Street." Hung added that the ...

Old challenges push asset managers to inflection point: Citi

KARREN VERGARA  |  WEDNESDAY, 25 JUN 2025
Asset managers continue to face existential challenges amid the rise of passive funds, fee compression and difficulty in generating alpha, a new report from Citi shows, forcing them to rethink their business models and value propositions in the future. ...

Australia's largest buyout firm hires from State Street GA

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
... basis points of outperformance over public markets across 10 to 25-year periods, underscoring the potential value proposition for retail investors.

Australian investors loyal to wealth managers - until they're not

ANDREW MCKEAN  |  MONDAY, 26 MAY 2025
Australian investors show a greater willingness to stay with their wealth provider than their global counterparts, according to the 2025 EY Global Wealth Research Report. However, despite this relative loyalty, more than one in five investors still ...