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Showing 61 - 70 of 362 results for "Value Proposition"

Advisers flock to managed accounts, but are very selective

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
... days per week," Schaffer said. "This allows them to focus on value added work that increases their customer value proposition to existing and new clients. "As expected, more advisers are using these structures for lower balance clients, with 40% of existing ...

QIC, super funds pour more into Queensland space tech

JAMIE WILLIAMSON  |  WEDNESDAY, 21 FEB 2024
... Australian Space Agency. Gilmour's ability to compete as a full-stack launch services provider will be a strong value proposition for an underserviced segment of the global space market, QIC private equity investment director Patrick Christiansen said. ...

Novigi completes QMV Solutions deal

JAMIE WILLIAMSON  |  WEDNESDAY, 7 FEB 2024
... Meantime, QMV executive director Michael Quinn said the firms both believe coming together creates a compelling value proposition for clients. "Put simply, QMV is buying in, not selling out," Quinn said. ​"The transaction creates a welcome opportunity ...

Euroz Hartleys, Mason Stevens sign partnership

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2024
... Hartleys, to deliver a range of investment opportunities and solutions to support the Euroz Hartleys client value proposition in market," Mason Stevens chief investment officer Jacqueline Fernley said. "Our unique and flexible menu approach continues ...

Australian Ethical super chief goes for growth in 2024

ANDREW MCKEAN  |  TUESDAY, 23 JAN 2024
... their investment choices, which underscores the increasing relevance of Australian Ethical's "distinctive value proposition" amid global concerns like climate change and human rights violations. "Australian Ethical has been a leading ethical investment ...

Advice firms must scale up to meet demand: AZ NGA

CASSANDRA BALDINI  |  WEDNESDAY, 6 DEC 2023
... businesses in the future. To build such firms, AZ NGA said there are five crucial components: compelling employee value proposition, client value proposition, shareholder value proposition, a well-defined enterprise architecture, and a robust corporate ...

Responsible investment key to wealth transfer conversation

RACHEL ALEMBAKIS  |  MONDAY, 4 DEC 2023
... better quality relationship with that next generation. "Those that incorporate responsible investment into the value proposition are seeing that tangible benefits from that and that's the key takeout for us. Rather than just reacting and responding ...

Inaugural FAAA award winners named

CASSANDRA BALDINI  |  WEDNESDAY, 22 NOV 2023
The Financial Advice Association Australia (FAAA) revealed the recipients of its 2023 awards, including Adviser of the Year and Certified Financial Planner Professional of the Year. Celebrating its first awards gala dinner as a merged entity in Adelaide ...

American Century unveils new global strategy

CHLOE WALKER  |  FRIDAY, 3 NOV 2023
... Zhang added: "We are excited to introduce a new global value capability that offers clients a differentiated value proposition by investing in companies we believe are well positioned to benefit financially from a transition to more sustainable business ...

High-performing firms reveal strategies behind success

KARREN VERGARA  |  FRIDAY, 27 OCT 2023
... review their cost-to-serve and likely educate clients on their fee structure hand in hand with their client value proposition. "They have reviewed and documented their operational model, planned rigorously, and charge higher fees than their peers. This ...