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| | | ... goals. "We're very pro-active with clients and where they're at in the achievement of their outcomes and goals. At this stage I would say [volatile equity markets] are topical, rather than us getting phone calls about it," he said. |
| | | | ... month. However, the firm's retail brand will remain under the Skandia name. "I believe Skandia will also change at some stage. If you look at Skandia in the UK, they've already rebranded," said a company spokesperson for Intech. However, the Skandia ... |
| | | | ... economic, political and ground level landscape before committing to a particular stock. "We've invested in 12 markets at this stage, and will continue to take both a bottom up and top down approach to the way we invest," said Samuelson. Investec has ... |
| | | | Perpetual is looking to roll out more income and structured products to meet growing adviser demand as it concludes its restructure next week. Damian Crowley, Perpetual general manager of adviser distribution, said although there had been legislation ... |
| | | | ... of frustration early on in his career about the available planning software packages at the time. "We were users at some stage of planning packages and they certainly didn't meet all of our needs." "In our prior role, we were running an AFSL and we had ... |
| | | | ... 'client value proposition' option." The second half of this year would be another busy period for AXA as it moves to the next stage of its business improvement program. Robertson said, "We're looking at how to help planners with organic growth this year ... |
| | | | The Australian share market is expected to open lower after industrial metals and gold fell in overnight trading. At 0750 AEST on the Sydney Futures exchange, the September share price index was down 13 points at 5,264. In company news today, Brambles ... |
| | | | ... outputs such as email and SMS. Thunderhead's Asia Pacific vice president Matt Elliott claims the platform can be used at every stage of creating communications from writing at the start through reviewing and sign-off. "It is designed to reduce the time ... |
| | | | The Australian share market is expected to open higher after US stocks made a modest rebound following Friday's sharp slide, as investor sentiment was lifted after a realtors report showed pending home sales rose 6.3 per cent during April, providing ... |
| | | | MTAA Super, Westscheme and Cbus Super lead the pack of best performing default investment options for workplace superannuation funds over a three period year to April this year, according to Rainmaker Information data. The latest SelectingSuper data ... |
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