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Showing 13721 - 13730 of 18281 results for "Plan"

Planners to behave like CFOs

MICHAEL HOBBS  |  WEDNESDAY, 19 NOV 2008
Financial planners should move to a model where they act as a chief financial officer (CFO) for clients, managing relationships with other wealth management experts to cater to all the client's needs. Martin Mulcare, Strategic Consulting and Training ...

Main Street is burning

BENJAMIN ONG  |  TUESDAY, 18 NOV 2008
Wall Street was at first content to wait while the G20 Generals fiddle but Citigroup's announcement of a 53,000 reduction in its workforce brought home the point that Main Street is roasting. After initially fluctuating between both sides of zero, the ...

St.George chief resigns

RUTH LIEW  |  MONDAY, 17 NOV 2008
Paul Fegan, chief executive and managing director of St. George Bank, has announced his resignation. "Given that St.George shareholders have overwhelmingly endorsed the [Westpac/St.George] merger, it's now appropriate to make my decision about the future," ...

Trustees should adopt system-wide policies: Sherry

MICHELLE BALTAZAR  |  MONDAY, 17 NOV 2008
Superannuation minister Senator Nick Sherry urges trustees to adopt superannuation policies that will benefit the entire industry - dispelling the age-old notion that trustees only need to look after the welfare of their own members. Senator Sherry ...

Securitor academy set for Feb opening

MICHAEL HOBBS  |  MONDAY, 17 NOV 2008
Asgard Wealth Solution's planning division, Securitor is launching its first paraplanning academy workshop in February. The paraplanning academy is a blend of self-study distance learning and two three-day face-to-face workshops. Participants will learn ...

Platform wedge over pricing

RUTH LIEW  |  MONDAY, 17 NOV 2008
Platform providers are divided on how unlisted investments should be accounted for and included on platforms but growing investor allocation towards illiquid assets could force the sector to adopt an industry-wide solution. Rick Di Cristoforo, managing ...

All together now

BENJAMIN ONG  |  MONDAY, 17 NOV 2008
... trying to battle a different foe that could prove as debilitating as any world war. The G20 weekend meeting produced an action plan to revive growth in the world economy - fitting given this coincided with news that the Eurozone has officially fallen ...

G20 to the rescue

BENJAMIN ONG  |  FRIDAY, 14 NOV 2008
... crisis. The success of the G20 Summit should assist in limiting the depth and duration of the global recession. But even if a plan were hatched an implemented tomorrow, financial market volatility will continue in the months to come. The bad news will ...

Market Wrap - Morning

AAP  |  FRIDAY, 14 NOV 2008
... points. TOKYO - Japanese stocks fell sharply, extending a losing streak to a third day after the US government scrapped a plan to buy toxic mortgage debts, sparking a big sell-off on Wall Street. The benchmark Nikkei-225 index lost 456.87 points, 5.25 ...

Mass modular advice to boost savings

MICHELLE BALTAZAR  |  THURSDAY, 13 NOV 2008
Super funds can help millions of working Australians boost their retirement savings through "mass advice", a new advice service that can be delivered in 15 to 40 minutes without falling foul of ASIC regulation. ASFA research released last year shows ...