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Showing 1381 - 1390 of 1541 results for "Goals"

State Street lifted by passive strategies, ETFs

JOHN MCDULING  |  WEDNESDAY, 20 OCT 2010
... take advantage of global growth opportunities and, as the economy normalises, we are committed to our long term financial goals" said Joseph Hooley, the company's president and chief executive. According to Rainmaker Information, in the year to June ...

Funds should show benefit projections: IAA

MEDIA RELEASE  |  WEDNESDAY, 13 OCT 2010
... member benefit projections in annual member statements to help members track their progress towards their retirement savings goals, new research shows. A survey of 50 senior executives said projections should include Age Pension entitlements and show ...

RBC Dexia appoints new Hong Kong MD

ELISE BURGESS  |  THURSDAY, 7 OCT 2010
... expand its business within the key geographies in the Asia Pacific region. "These areas of focus are crucial to our business goals and clients in Asia and around the world," said Tony Johnson, global head, sales and distribution. Reuters moves from his ...

Industry assoc review goals and growth

RUTH LIEW  |  FRIDAY, 24 SEP 2010
From ASFA to AIST and SPAA, FPA to the AFA - there are more than 40 associations representing the financial services sector, prompting industry professionals to question the need for multiple associations, and whether mergers should be on the cards. ...

Advisers told to bring in the romance

ELISE BURGESS  |  TUESDAY, 14 SEP 2010
... should simply turn the question around and personalise for that very client, asking them question about their own values and goals. "Always answer the question, but find out what's behind it, what the client believes and what it is they are truly ask ...

Equipsuper unveils fin plng campaign

MEDIA RELEASE  |  WEDNESDAY, 1 SEP 2010
... a consultative process that empowers clients to fully engage in ensuring planning outcomes are suited to their personal goals and objectives. The message was launched last week at an inaugural member forum. A quarter of the members who attended the initial ...

A friend like Ben

BENJAMIN ONG  |  MONDAY, 30 AUG 2010
... paid on excess reserves.... a fourth strategy, proposed by several economists-namely, that the FOMC increase its inflation goals." But he warns that, "Any deployment of these options requires a careful comparison of benefit and cost." Then again, "... ...

BTIM hires new portfolio manager, Swift departs

MICHAEL HOBBS  |  THURSDAY, 29 JUL 2010
... Standard & Poor's Fund Services placed the BT Wholesale Active Balanced, Wholesale Balanced Returns and Wholesale Future Goals 'on hold'. All three funds were previously rated 'three stars'. The ratings firm said they would meet with Wild and the diversified ...

AIA to list, names new chief

PRESS RELEASES  |  TUESDAY, 20 JUL 2010
... company experience, track record, relationships, judgement and leadership qualities that will help us accomplish our ambitious goals of not just taking a company of AIA's size and scope public but building on this great platform for the long-term to ...

Macq taps planner needs for mortgages

PRESS RELEASE  |  MONDAY, 12 JUL 2010
... are looking for a holistic financial package with options they can choose from that would help to support their financial goals," said Frank Ganis, executive director and head of product and technology Macquarie Adviser Services.