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Showing 1311 - 1320 of 1528 results for "Technical"

Hillross board siphons industry expertise

RUTH LIEW  |  MONDAY, 28 JUL 2008
... wealth protection strategies and fine tune the firm's operations in the investment space. Hilross recently unveilled its Technical Advice Board made up of industry experts across the legal, tax and financial service industries. Among its members are ...

Tax free pension not without trade-offs

MICHAEL HOBBS  |  FRIDAY, 25 JUL 2008
... handed to their dependents, according to a financial planning expert. Rudy Haddad, ING Australia national manager of technical services, sales and marketing, said a popular strategy for super members reaching age 60 is to move to a tax free pension payment ...

NZX plugs into SWIFTNet

MICHAEL HOBBS  |  THURSDAY, 24 JUL 2008
... financial institutions. "SWIFT was selected as the NZX's primary messaging platform because of its business value, proven technical excellence and customer reach," said Bain. Charles Legrand, SWIFT head of South Asia, said NZX's decision is tangible ...

Market Wrap - Morning

AAP  |  THURSDAY, 10 JUL 2008
... stage for a European recovery too after very heavy losses. They said the tone remained cautious however and the gains technical, with most markets down 20 percent or more since their late 2007 highs amid concerns there is more bad news to come for the ...

Proactive planners ease client concerns

MICHAEL HOBBS  |  FRIDAY, 4 JUL 2008
... found that if you pulled your money after a correction, what long term financial implications could result. It was a technical piece but I only sent it out to my high net worth clients." After sending the information to clients, Browne said, some clients ...

Record intake for MLC adviser program

MICHAEL HOBBS  |  WEDNESDAY, 2 JUL 2008
... advisers. Participants learn about building client relationships, marketing and practice management while developing their technical knowledge by completing an Advanced Diploma of Financial Services or Certified Financial Planner qualification. Wayne ...

TFSA cuts cost, saves time through Paragem

... the details as TFSA advisers think big. In a new deal signed this month, TFSA will outsource commissions payment, some technical services and compliance audits, to name a few, to Paragem. TFSA chief executive Phil Aris stressed that the group's business ...

Planners set to Ignite the Difference

MICHAEL HOBBS  |  MONDAY, 16 JUN 2008
... providing financial advice. Jo-Anne Bloch, FPA chief executive, said the conference provided a perfect balance between technical, motivational and social activities.

Fin advice satisfaction down

RUTH LIEW  |  FRIDAY, 13 JUN 2008
... decreased slightly from 74.3 six months ago to 73.2 in June. As a whole, there was a decline in investors' perception of the technical ability of their planner. However there was an increase in satisfaction of planners' performance, trust and reliability ...

Planner To-Do list post Budget

... unveiled in last night's Budget could do well by starting their client reviews on three major changes singled out by technical advice experts from Challenger and MLC. Challenger's head of technical services Alex Denham said planners need to review recommendations ...