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Showing 13761 - 13770 of 18281 results for "Plan"

Planners still optimistic: MLC

RUTH LIEW  |  TUESDAY, 4 NOV 2008
... Malcolm Arnold, national manager, NAB Financial Planner Banking. The survey also revealed 86 per cent of practice owners plan to achieve their anticipated strong growth targets via organic growth, with only 30 per cent of participants indicating they ...

Top guns tackle industry challenges

MICHELLE BALTAZAR  |  MONDAY, 3 NOV 2008
... Reinsurance was the overall winner of the 2008 Deloitte/IFSA Future Leaders Award for her paper that proposed a ten-point action plan to solve the country's underinsurance problems. IFSA's chief executive Richard Gilbert said Knapp's paper demonstrated ...

AXA enhances North

MICHAEL HOBBS  |  MONDAY, 3 NOV 2008
Financial planners can help their clients protect their investment and contributions for the next five years after AXA Australia enhanced its North product. The new Protected Investment Guarantee option is a five to seven year, complete return of capital ...

October mourn

BENJAMIN ONG  |  MONDAY, 3 NOV 2008
Financial market trading activity in October ended as it began - with so much volatility. Investors' consensus interpretation of economic reports, government announcements and central bank decisions determined entry and exit into equities, currencies ...

Unilever fund dumps direct property

RUTH LIEW  |  FRIDAY, 31 OCT 2008
... geographically. The fund has yet to confirm how much it intends to eject from its direct property portfolio but a proper plan of action is expected to be rolled out in the coming weeks. At the end of 2007, the fund had also allocated around $4.2 billion ...

AFS continues expansion

RUTH LIEW  |  FRIDAY, 31 OCT 2008
Australian Financial Services Group has added 16 financial planning practices to its team this year despite the market upheaval - and the financial planning group is looking to add more. Peter Daly, group chief executive and managing director of AFS ...

PIS campaign to reflect change

MICHELLE BALTAZAR  |  WEDNESDAY, 29 OCT 2008
Professional Investment Services (PIS) is rolling out a new marketing campaign to reflect how much the business has grown over the last 10 years. PIS, which is the largest non-aligned dealer group in the country with more than $20 billion in funds under ...

Mortgage funds' phantom lifeline

ALEX DUNNIN  |  WEDNESDAY, 29 OCT 2008
The Rudd government's plan to shore up confidence in mortgage funds is a political master stroke because while it sounds terrific, it commits the government to nothing, will take months to have any impact and won't put dollars on the tables of retirees ...

BT reaps $1.7bn in net inflows

RUTH LIEW  |  TUESDAY, 28 OCT 2008
BT Investment Management has defied the finance sector's downturn by achieving a credible $1.7 billion in net inflows from institutional and wholesale clients for the year ended September 2008. BT's funds under management averaged $38.5 billion over ...

UBS and Præmium talks fail

MICHAEL HOBBS  |  TUESDAY, 28 OCT 2008
... available to existing clients. This news comes as the exclusivity arrangement with BlackRock end in two weeks time. "The plan is from November 10 we will seek to appoint another two or three SMA operators of large scale and give them three years limited ...