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Showing 10051 - 10060 of 18276 results for "Plan"

Market Wrap

AAP  |  MONDAY, 18 MAR 2013
... highlighted continuing weaknesses in the economy. Trade was heavy in banks after the Fed completed its stress tests and capital plan reviews, and as a Senate committee report blasted JPMorgan Chase for how it handled its massive "London Whale" losses ...

EM managers eye huge super fund opportunity

MARK SMITH  |  FRIDAY, 15 MAR 2013
Fund managers of all shapes and sizes and from all over the world are vying for institutional mandates in what many see as a perfect window of opportunity in the emerging markets space. A renewed appetite for riskier assets, increasing funds under management ...

US advisers don't understand clients risk tolerances

ALEX DUNNIN  |  FRIDAY, 15 MAR 2013
Advisers in the US are recommending products to clients based on inadequate risk profiling assessments, according to research from Cerulli Associates. The result is that clients are being put into investment and risk products that don't suit their risk ...

Former consultant sentenced for insider trading

LAURA MILLAN  |  FRIDAY, 15 MAR 2013
The County Court of Victoria has sentenced former consultant Ulf Ronnie Lindskog after being convicted of four insider trading charges brought by the Australian Securities and Investments Commission (ASIC). Judge David Parsons sentenced Lindskog to ...

Jobs a-plenty but not if Gillard could help it

BENJAMIN ONG  |  FRIDAY, 15 MAR 2013
Wow! That's the only expression one could make when one saw the Australian Bureau of Statistics' (ABS) latest update on the state of the country's labour market. Wow indeed for the Australian economy added more than seven times the 10,000 workers economists ...

Stanford Brown tops Genesys awards

MARK SMITH  |  THURSDAY, 14 MAR 2013
Stanford Brown Financial Advisers has collected the top honours at this year's Genesys Wealth Advisers Awards, which aim to celebrate excellence in financial planning. The North Sydney-based financial advisers picked up both the Member Firm of the Year ...

Zurich launches automated risk data feed

LAURA MILLAN  |  THURSDAY, 14 MAR 2013
Zurich Financial Services announced this week the launch of automated risk data feeds for advisers, which is available through the XPLAN financial planning program. Advisers can use this tool to access in-force policy and client information, which is ...

Adviser-client communication directly linked to profits: survey

LAURA MILLAN  |  WEDNESDAY, 13 MAR 2013
... "it's not a matter of how big the company is because today new technologies allow any adviser to establish a communication plan without incurring big costs." Clients ranked "communication" the third lowest rated feature in the survey... The Association ...

Market Wrap PM

AAP  |  WEDNESDAY, 13 MAR 2013
The Australian share market has opened 0.4 per cent lower as the recent good run by global markets shows signs of fizzling out. CMC Markets chief market strategist Michael McCarthy said it was a disappointing start for the local market. "We've seen ...

Virgin blazes trail with redundancy cover

MICHELLE BALTAZAR  |  WEDNESDAY, 13 MAR 2013
Virgin Money Australia plans to roll out a full suite of insurance products following a phenomenal take-up of its existing offering, including income cover that pays up to $3,000 a month if the insured is made redundant. The group's managing director ...