Tag: Financial Services Pricing

Vanguard’s new CEO on Canada’s rapid ETF growth and just how low investing costs will go | The Globe and Mail

Vanguard’s new CEO on Canada’s rapid ETF growth and just how low investing costs will go | The Globe and Mail

Despite the differences between the markets in which Vanguard operates, Mr. Buckley’s message as incoming CEO is consistent: He will continue to focus on the Vanguard promise of providing investors with top performing funds at the lowest price possible. “Maybe competitors don’t realize that we are built to be low cost across the board, but […]

Digital Consumers Demand Personalized Pricing | The Financial Brand

Digital Consumers Demand Personalized Pricing | The Financial Brand

Consumers expect today’s digital pricing models to adjust to real-time market conditions. Dynamic pricing should provide the right price, to the right consumer, at the right time. It should be contextual in nature, leveraging consumer demand and even location. Lastly, dynamic pricing should be integrated across channels. The benefits of a dynamic pricing strategy mentioned […]

Accounting Firm Fees: Increasing Pricing With Current Clients | Firm of the Future

Accounting Firm Fees: Increasing Pricing With Current Clients | Firm of the Future

Top-Down Pricing You can also set top-down pricing by starting with total client savings or the perceived value of the project. One of the easiest examples of this in the QuickBooks® consulting world is when you acquire a client who needs to downsize his or her accounting system. Let’s say the owner is paying $20,000 […]

ACCC Report into Mortgage Pricing Includes ‘Some Surprises’ | Digital Finance Analytics (DFA)

ACCC Report into Mortgage Pricing Includes ‘Some Surprises’ | Digital Finance Analytics (DFA)

The chairman of the Australian Competition and Consumer Commission has revealed that there will be some “surprises” in the upcoming draft report into how the banks price residential mortgage products. The inquiry into how the major banks price their mortgage is the first undertaking of the ACCC’s new Financial Sector Competition Unit, which is tasked […]

Essential reading for successful investing, fearless market forecasts, and a simple but solid ETF portfolio | The Globe and Mail

Essential reading for successful investing, fearless market forecasts, and a simple but solid ETF portfolio | The Globe and Mail

Now with BlueMountain Capital Management, his latest piece is typically great. In it, Mr. Mauboussin details yet another way the human brain is uniquely ill-suited to investing, specifically how poorly we make comparisons between potential investments. The paper first recounts a pricing strategy used by The Economist magazine where an online subscription was $59, a […]

Tech terms in brave new world | Banking Exchange

Tech terms in brave new world | Banking Exchange

Relationship pricing—This is somewhat related to the first term. An Oracle blogger, Akshaya Kapoor, applies this term specifically to banking. “Relationship banking involves offering customers more favorable prices on a particular service because of the customer’s purchase of other solutions from the bank,” he says. “For example, a customer with a bank account might be […]

NZX to change pricing next year in effort to stoke liquidity | The National Business Review

NZX to change pricing next year in effort to stoke liquidity | The National Business Review

NZX will change the price structure of the local stock market in the second half of next year as part of a new strategy aimed at reinvigorating the domestic capital market. The Wellington-based company will bring its trading and clearing pricing model into line with global practice, which will give participants greater price transparency when […]

Patreon reverses planned change to payments system | Recode

Patreon reverses planned change to payments system | Recode

Short version: Last week, Patreon added a service fee on top of subscribers’ payments, arguing that it needed the fees to help revamp its payment system. Patreon users, who directed more than $150 million to their favorite singers, podcasters and other media-makers this year, howled. Some of them also quit the service, says Patreon CEO […]

JPMorgan looks to Amazon for pricing strategy – JPMorgan Chase & Co. (NYSE:JPM) | Seeking Alpha

JPMorgan looks to Amazon for pricing strategy – JPMorgan Chase & Co. (NYSE:JPM) | Seeking Alpha

Earlier this year, JPMorgan (NYSE:JPM) CEO Jamie Dimon channeled Jeff Bezos, telling bank employees “your margin is my opportunity.” Yesterday: “Your are going to see more relationship pricing,” said Dimon, speaking to clients. “We give you more if you are at different levels and tiers … We may test different types of things.” Read complete article […]

A pricing model that fits clients — and advisors | Financial Planning

A pricing model that fits clients — and advisors | Financial Planning

To remain competitive and grow their client base, however, wealth managers can adopt a more sophisticated and client-centric approach to pricing. We know that traditional AUM pricing strategies — essentially a one-size-fits-all model — is inflexible for a number of reasons. Firstly, the structure does not accommodate emerging segments that may not yet have the […]