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Showing 10461 - 10470 of 18276 results for "Plan"

Decouple next-gen education from estate planning conversation

MELANIE TIMBRELL  |  TUESDAY, 14 AUG 2012
Financial education for younger generations from families of wealth should be a separate issue from wealth transfer planning and deserves to be treated as such. That's the message from Andrew Hewison, director and private client adviser at boutique ...

Wilson heads-up COIN

MELANIE TIMBRELL  |  TUESDAY, 14 AUG 2012
Former head of Asgard, Wayne Wilson will join tech and software provider Rubik as managing director - wealth with responsibility for the newly acquired COIN business. The appointment marks Rubik's expansion into the wealth space that culminated in last ...

HNW clients give brokers the 'thumbs down'

MELANIE TIMBRELL  |  FRIDAY, 10 AUG 2012
Failure by stockbrokers to adapt models to target what matters most to high net worth (HNW) clients has seen an exodus from traditional relationships. While the GFC and market volatility resulted in risk and capital protection being ranked most highly ...

The QE Paradox

BENJAMIN ONG  |  FRIDAY, 10 AUG 2012
Indecisions, indecisions... Is this the sound of silence I hear? Investors appear to have stopped on their tracks, unsure of whether the next move would be a jump or a dive. But with momentum blowing on their tail, chances are the uptrend that started ...

Unprecedented nominations for AFA Advisers awards

LINDA HAUSKEN  |  THURSDAY, 9 AUG 2012
Entries in the Association of Financial Advisers Female Excellence in Advice Award 2012 have now closed, with the number of nominations (130) up over a fifth (23%) on last year. AFA and its award sponsor, Tal said the calibre of nominees this year is ...

Patron grows adviser numbers

LINDA HAUSKEN  |  THURSDAY, 9 AUG 2012
Patron Financial Advice will continue to grow its adviser numbers over the next year due to constant demand from the advice sector that is currently dissatisfied with institutional dealer groups. Last financial year, Patron Financial Advice added 18 ...

Mercer: Stronger Super adds pressure on funds

LINDA HAUSKEN  |  WEDNESDAY, 8 AUG 2012
... evolve and compete. Anderson said that with the Stronger Super reforms fast approaching, corporate funds must act now to plan their business future.

MLC appoints head of client succession

LINDA HAUSKEN  |  WEDNESDAY, 8 AUG 2012
MLC has named Malcolm Arnold as the new head of client succession of its Advice & Marketing division. In his new role, Arnold will assume responsibility for MLC's key Connect 4 Growth program. Arnold has a longstanding association with NAB and has worked ...

Dunn loses bonus shares

BEN COLLINS  |  WEDNESDAY, 8 AUG 2012
... remuneration practices, and said in its 2011 annual report that following the review the AMP board would implement a three-phase plan to "enhancing the effectiveness of AMP's remuneration approach." At its 2012 annual general meeting, AMP said that its ...

Blahs take the blues away

BENJAMIN ONG  |  WEDNESDAY, 8 AUG 2012
Another day, another blah to keep risk takers happy. Yes Virginia, in keeping up with our Olympics theme, it's turning out to be a blah relay. This time, Eric S. Rosengren -- president of the Federal Reserve Bank of Boston - is running with the blah ...