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| | | ... doing so are seeking to implement the most appropriate operational framework that will address the investment and protection goals of clients in an increasingly complex and demanding environment." AdviserLogic provides an IT solution for financial planners ... |
| | | | ... not make you a professional," he said."Rather than simply create higher barriers, we deliberately set out to create better goals that emphasise quality and professionalism." The new CPD program was drafted after a 12-month consultation process with FPA ... |
| | | | ... paid. In the paper, Regnan said that traditional executive remuneration in Australia encourage executives to meet short-term goals with immediate pay-offs at the cost of the company's long-term viability. To that end, Regnan proposed determining an executive's ... |
| | | | ... a responsibility to take leadership on this important issue. Our primary role is to look after the long term investment goals of our investors, but more and more I'm hearing that our investors want us to do this in a way that is mindful of our environment ... |
| | | | ... while that may result to average performance in the short-term, clients are more likely to achieve their long-term savings goals because the group does not take unnecessary risks. More importantly, Singh said regular communication is important, particularly ... |
| | | | ... which is why the company has embarked on a business strategy to work more closely with their clients about both party's goals in the long term. "Clients plan their strategy over one year, three years, five years - and so do we. If we work in conjunction ... |
| | | | ... requirements. "As a planning tool, advisers are using [insurance bonds] to recommend to their clients when discussing their goals," he said. The AFA is partnering with Plan for Life to recognise the best life companies, annuity providers and investment ... |
| | | | The Henry Tax Review, APRA fund returns data and superannuation data exchange number among the top projects for ASFA this year. Speaking at an Association of Superannuation Funds of Australia (ASFA) lunch yesterday, Pauline Vamos, chief executive of ... |
| | | | ... actively supporting these issues for a number of years and that its joining ESG RA would help with its long term investing goals. "We consider ESG investing as common sense investing. We consider things such as succession planning, the quality of a company's ... |
| | | | ... will not wane despite the financial crisis because the sector's investment nature aligns closely with the funds' long term goals, said David Whiteley from the Industry Super Network. Whiteley, executive director of ISN and one of the panelists at yesterday's ... |
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