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Showing 15161 - 15170 of 18295 results for "Plan"

Boomers can be choosers

Investment product design expert Paul Resnik has urged financial planners to abandon traditional methods of providing financial advice if they want to establish a meaningful relationship with their clients. Speaking at the Rainmaker Marketing Symposium ...

MFS bolsters business development

HAMISH MADDEN  |  FRIDAY, 1 JUN 2007
MFS Investment Management has added to its Sydney business development team with the appointment of two new business development managers. Ana Fararoui brings five years industry experience to MFSIM, most recently with Provident Capital. She holds a ...

Grange adds senior positions

HAMISH MADDEN  |  THURSDAY, 31 MAY 2007
... management division to assist us in growing our Australian business. We have aggressive growth plans for this business and plan to offer both institutional and retail clients a global product offering alongside our high performing local funds," said ...

Hedge and non-hedge collide

Investment portfolios would become increasingly more complex as both traditional and hedge fund styles of investing continue to merge, said Jeff Rogers, chief investment officer at ipac Securities. Speaking at the Rainmaker Marketing Symposium today ...

B&B, Primelife form largest retirement fund

CHRIS NICHOLLS  |  THURSDAY, 31 MAY 2007
... Judith Sloan, said the joint venture was an exciting opportunity, as it would "allow Primelife to accelerate its business plan, achieve an operational footprint across Australia and NZ and be a leader in industry consolidation." BBC will, upon completion ...

Aussie businesses still risky: Deloitte

CHRIS NICHOLLS  |  THURSDAY, 31 MAY 2007
... institutions with a chief risk officer (CRO) reached 84 per cent, up from 81 per cent in 2004, while another 8 per cent said they plan to establish this position. However, Australia still needed more progress in implementing enterprise risk management ...

Skandia upsizes business development team

HAMISH MADDEN  |  WEDNESDAY, 30 MAY 2007
Skandia has reinvigorated its retail business development team by appointing new managers for Tasmania and Victoria. Adam Kingston and Samantha Amos join Skandia's retail business development team covering Victoria and Tasmania. Kingston steps into ...

ING launches new research arm

CHRIS NICHOLLS  |  WEDNESDAY, 30 MAY 2007
ING has spun off its long-running research arm into a separate company, Financial Facts, aiming to provide client and adviser-focused research for advisers, fund managers and other research houses. Beginning as an in-house capability for RetireInvest ...

Macquarie signs InfoComp for debt and alternatives

InfoComp has scored a coup by being selected by Macquarie to provide a host of software solutions, including solutions for Macquarie gearing products and alternative investments. Under the deal, Composer will support four critical functions: sales and ...

Perennial waives fees for three months

ALEX DUNNIN  |  WEDNESDAY, 30 MAY 2007
As an incentive to investors looking to quickly invest between now and the 30 June SimplerSuper deadline, Perennial Investment Partners will waive its fees on any new investments for three months. Perennial said the offer means they will reduce their ...