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Showing 10301 - 10310 of 18276 results for "Plan"

With or without China we're not cactus: James

MARK STORY  |  THURSDAY, 1 NOV 2012
Despite concerns over a seismic slowdown in China, the Asian monolith remains a global economic powerhouse responsible for 34% of global economic growth in 2012, according to Commsec economist Craig James. In his keynote address to the AFA Conference ...

Advisers failing to engage disillusioned consumers

MARK SMITH  |  THURSDAY, 1 NOV 2012
The advisory community is falling short of its need to engage the hordes of consumers disillusioned by subdued sentiment and negative press, a panel of industry experts has said. Speaking at the annual AFA National Conference on the Gold Coast last ...

UBS to cut up to 10 000 jobs

BEN COLLINS  |  WEDNESDAY, 31 OCT 2012
Swiss bank UBS AG could cut as many as 10 000 jobs after announcing a $AUD 2.25 billion net profit loss on Tuesday. As part of a cost-cutting following the result, Switzerland's biggest bank said that it "is likely to have a headcount of around 54 000" ...

Aligned or independent: Advisers must be relevant

MARK STORY  |  WEDNESDAY, 31 OCT 2012
Whether advisers choose to stand-alone or stand-aligned, they're both confronted with developing an advice model that resonates with the disparate needs of clients. That was the overarching sentiment a group of industry practitioners shared with delegates ...

Soft-skills critical to maximising adviser value-add

MARK STORY  |  WEDNESDAY, 31 OCT 2012
The only adviser role more important than helping clients at claim-time is the front-end work necessary to help them adequately protect for a myriad of life events directly outside their control, according to financial adviser David Baccinelli. Presenting ...

Huge opportunity in untapped business insurance

MARK SMITH  |  WEDNESDAY, 31 OCT 2012
... deceased persons estate, doing 100% of the work for 50% of the profit. "Only 5% of businesses in Australia have a succession plan," he said. "And even fewer have buy/sell cover. This is a huge opportunity."

Olivia Maragna wins AFA 2012 Adviser of the Year Award

MARK STORY, MARK SMITH, LINDA HAUSKEN  |  WEDNESDAY, 31 OCT 2012
The Association of Financial Advisers (AFA) ended this year's conference on a high note, acknowledging the work of leading financial advisers at last night's AFA 2012 Adviser of the Year Award ceremony. This year's award winner is Olivia Maragna, co-founder ...

Tyndall develops fixed income info kit

BEN COLLINS  |  TUESDAY, 30 OCT 2012
An information kit has been developed by asset manager Tyndall AM to help advisers explain how fixed income works to their clients. It will include eight fact sheets on different aspects of fixed income, such as credit markets, covered bonds, and the ...

Avoid estate planning mistakes

BEN COLLINS  |  TUESDAY, 30 OCT 2012
... meet clients' needs with estate planning, said Equity Trustees Limited. Actually drafting a Will or documenting an estate plan may prove more complex than some had realised, said Anna Hacker, senior manager of estate planning at Equity Trustees Limited. ...

CGT relief passes House of Reps

BEN COLLINS  |  TUESDAY, 30 OCT 2012
... gains tax relief extension to pass before moving ahead with mergers with AGEST Super and the IBM corporate superannuation plan. AGEST Super's merger with the country's largest fund will ensure it can meet its liabilities, as a large number of its clients ...