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Showing 161 - 170 of 210 results for "Landmark"

Epoch focus on free cash flow pays dividends

MICHELLE BALTAZAR  |  TUESDAY, 6 APR 2010
... billion in mandates for the group in less than two years. The same investors are in good company after Epoch signed a landmark deal with New York Life-owned MainStay Funds last year. Priest said the group has asked them to accommodate a US$2 billion ...

Market Wrap - Morning

AAP  |  TUESDAY, 23 MAR 2010
... stocks rebounded from opening losses on Monday as health care-related stocks posted strong gains after Congress passed a landmark overhaul of the sector. The market's about-face came as investors digested the House of Representatives' 219-212 vote late ...

The audacity of Mark Bouris and Ray Miles

MICHELLE BALTAZAR  |  THURSDAY, 28 JAN 2010
Platform and admin providers have less than three weeks to map out a bid that could secure them a landmark contract from a new planning syndicate led by Wizard founder Mark Bouris and ex-Genesys head Ray Miles - but details of the bid suggest any deal ...

Retirement savings gap to reshape Aussie workforce

MICHELLE BALTAZAR  |  WEDNESDAY, 27 JAN 2010
... rebating of the 15 per cent contribution tax for low-income earners. Paul Little, an award-winning financial planner at Landmark Financial Management, said there are sensible strategies that people can adopt today, even if they are in their 50s, to avoid ...

J.P. Morgan beefs up treasury and securities services

MICHELLE BALTAZAR  |  WEDNESDAY, 13 JAN 2010
... business including sales, client coverage, client service and product management. The firm said the new role follows its landmark deal last November to buy the ANZ Custodian Services business, which has more than 100 clients, 150 staff and $99 billion ...

TOWER wins key mandates

COMPANY RELEASE  |  THURSDAY, 26 NOV 2009
... for the year and the process of transferring all group insurance to TOWER is progressing "extremely well". Besides its landmark contract with AustralianSuper, TOWER has also been appointed the group insurer of IBM, which has 11,000 members and around ...

FPA names Value of Advice winners

MICHAEL HOBBS  |  FRIDAY, 20 NOV 2009
Peter Wilson from Strategic Wealth Management Solutions; Paul Little, Landmark Financial Management; Josef Stadler, PSK Financial Services and Chris Craggs from Argurion Financial Group have won the FPA's Value of Advice Awards. Wilson won the Financial ...

Giant leap for super advice

MICHELLE BALTAZAR  |  TUESDAY, 17 NOV 2009
... the cost of financial advice is "hidden" or "embedded" within the product. John Brogden, IFSA chief executive, said the landmark Charter "puts the issue of commission behind us...and the product laid bare for the value it provides". What is critical ...

AMP circles AXA Asia Pacific

MICHAEL HOBBS  |  MONDAY, 9 NOV 2009
... directors have rejected AMP's $4 billion bid for AXA's Australian and New Zealand businesses, creating the first hurdle in a landmark deal that could, if it goes through, create a new Australian insurance and financial planning monolith. The proposal ...

Tax system should improve wellbeing: Henry

ALEX DUNNIN  |  FRIDAY, 16 OCT 2009
A landmark speech by Dr Ken Henry, head of Treasury, shows why he terrifies the financial services lobby - he believes the taxation system should be used to boost societal wellbeing rather than protect incumbency. Speaking yesterday at the Committee ...