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Showing 211 - 220 of 225 results for "Strategic Plan"

Plan to give: Perpetual

HAMISH MADDEN  |  MONDAY, 2 JUL 2007
... this where a financial adviser can recommend charitable giving as a core component of their client's comprehensive strategic plan," Knowles said. "Advisers discussing charitable giving with their clients empowers them to grow a more holistic and enduring ...

Tolhurst appoints new economist/strategist

CHRIS NICHOLLS  |  WEDNESDAY, 16 MAY 2007
Tolhurst has announced the appointment of former Aegis analyst Tony Farnham as economist/strategist. Explaining his move, he said that, "It really came down to the fact that I just wanted to have taste of the executing broker side of the business, which ...

ING PEAL backs second Quadrant fund

HAMISH MADDEN  |  FRIDAY, 11 MAY 2007
ING Private Equity Access Limited (ING PEAL) has committed $10 million to a second Quadrant Private Equity fund, following the $8 million committed to the first Quadrant fund in 2005. ING PEAL's investment in the Quadrant Private Equity No. 2 fund is ...

Fin Wisdom appoints ex-MLC exec

... will be responsible for both the ongoing operations of Financial Wisdom and the development and execution of its strategic plan," said Barrett. "[He] has the skills and knowledge to continue developing the business and is an excellent cultural and strategic ...

New research analyst for AllianceBernstein

HAMISH MADDEN  |  FRIDAY, 16 MAR 2007
AllianceBernstein has announced the appointment a new research analyst to the Bernstein Value Equities team. Viral Patel joins the Bernstein Australian Value Equities team where he will have responsibility for the real estate and construction sectors ...

CommBank loses strategy chief

Commonwealth Bank's group executive in strategic development, Hugh Harley, is to leave the bank next month to pursue other interests. "I am disappointed to see Hugh leave the Bank, but I respect his decision to pursue other interests. He has made a ...

MIAA set for a new name

HAMISH MADDEN  |  TUESDAY, 7 NOV 2006
... MIAA, said the name change had been slated for quite some time but was now ready to be put to members. "We do a strategic plan every two years, and the previous plan included a view that maybe we should look at widening the scope of our industry association," ...

MapInfo plots the market's future

A mapping software group which enables banks in the US to forecast demand for financial services based on postcodes is making an aggressive push into Australia to provide similar software products to local banks and insurers. MapInfo has grown from ...

IFM in A$5.5bn bid for fourth-largest English and Welsh water supplier

ALEX DUNNIN  |  TUESDAY, 3 OCT 2006
Industry Funds Management (IFM) has announce that a consortium it is involved with is bidding to takeover AWG in the UK, the fourth-largest water supplier and sewage company in England and Wales. Other consortium partners also include Osprey Acquisitions ...

Malaysian EPF now unwired for SMS

ALEX DUNNIN  |  TUESDAY, 22 AUG 2006
Australia runs a technologically more advanced super fund system than Malaysia, right? Wrong, and it's time we caught up with what our northern neighbours are doing. Members of Malaysia's Employees Provident Fund (EPF) and their employers can now obtain ...