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Showing 13371 - 13380 of 18280 results for "Plan"

UBS cuts business and jobs

COMPANY RELEASE  |  MONDAY, 20 APR 2009
Swiss bank UBS has flagged a $2 billion loss in the first quarter of this year amid more than 8,000 jobs cuts across the bank's business divisions. Oswald GrA1/4bel, UBS Group chief executive, said at an annual general meeting (AGM), the group is estimated ...

New fin planning chief at UniSuper

RUTH LIEW  |  MONDAY, 20 APR 2009
The $21 billion UniSuper has appointed former BT head of advice services, Chris Davies, to the new role of executive manager, financial planning. The appointment follows UniSuper's decision to launch its full service financial planning arm in late 2009. ...

Best of the best at Securitor

RUTH LIEW  |  MONDAY, 20 APR 2009
... documented procedures and tasks through to segmentation, setting staff Key Performance Indicators and working to a 90 day business plan. The business provides financial planning, accounting and tax, mortgage brokering and insurance services. Victorian ...

Risk of indigestion

BENJAMIN ONG  |  MONDAY, 20 APR 2009
Whoa boy! Take it easy. How many times have we been admonished by our elders to chew our food slowly right in the middle of chomping down a big chunk of that juicy, tender, savoury steak? Not once, not twice but many, many times. Because it is the me ...

Excess choice boosts advice

RUTH LIEW  |  FRIDAY, 17 APR 2009
Scared of losing your financial planning job? Don't worry as too much investment choice leave investors befuddled, in turn driving the need for more good advisers. Barry Wyatt, national manager business development, AXA Australia, and speaker at the ...

US employees flee pension plans

RUTH LIEW  |  FRIDAY, 17 APR 2009
Up to 60 per cent of US companies are seeing their employees postpone retirement plans and reduce pension plan participation. Dissaffected employees are also increasing hardship withdrawals, according to a new Towers Perrin survey. US employees are ...

Fee-for-service cuts planner revenue

ALEX DUNNIN  |  FRIDAY, 17 APR 2009
Advice businesses shifting from commissions to fee-for-service experience revenue drops but not as substantial as expected. Updated research from Elixir Consulting has found that businesses that charge a set dollar fee for their ongoing advice did not ...

PIS partners with health advisory service

COMPANY RELEASE  |  THURSDAY, 16 APR 2009
Professional Investment Services (PIS) has aligned with medical organisation Health Predictions in a joint venture to provide specialist medical assessments for large sums assured and high net worth clients. The new service is designed to arrange specialist ...

Cutting SG a disaster: Keating

RUTH LIEW  |  THURSDAY, 16 APR 2009
... conditions then the political system will start varying it. "And mostly down, not up," said Keating. Interest in the variable SG plan was re-awakened last week when banks refused to pass on the cuts in official interest rate cuts despite research showing ...

Clients listen, but switch anyway

RUTH LIEW  |  THURSDAY, 16 APR 2009
More than two thirds of investors listen to the advice of financial advisers, but 40 per cent are willing to make investment switches without consulting their planner, according to a new Securitor survey. Geoff Lloyd, general manager, advice and private ...