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Showing 1421 - 1430 of 1541 results for "Goals"

AdviserLogic selects CLS

COMPANY RELEASE  |  MONDAY, 27 APR 2009
... 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 ...

FPA upgrades CPD program

PRESS RELEASE  |  WEDNESDAY, 25 MAR 2009
... 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 ...

Seize the pay

MICHELLE BALTAZAR  |  TUESDAY, 17 MAR 2009
... 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 ...

CFS turns off the lights

COMPANY RELEASE  |  FRIDAY, 13 MAR 2009
... 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 ...

Rising above the average: Fiducian

MICHELLE BALTAZAR  |  FRIDAY, 27 FEB 2009
... 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 ...

Custodians to play bigger role on risk mgmt

MICHELLE BALTAZAR  |  TUESDAY, 24 FEB 2009
... 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 ...

Insurance bonds renaissance

RUTH LIEW  |  TUESDAY, 17 FEB 2009
... 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 ...

ASFA's goals for 2009

RUTH LIEW  |  WEDNESDAY, 11 FEB 2009
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 ...

CFS pumps up ESG investing

RUTH LIEW  |  WEDNESDAY, 4 FEB 2009
... 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 ...

Infrastructure still key to returns

RUTH LIEW  |  WEDNESDAY, 10 DEC 2008
... 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 ...