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Showing 2521 - 2530 of 3847 results for "Plans"

Planners must return to strategy

ELISE BURGESS  |  MONDAY, 6 FEB 2012
... meet their very specific needs." In her presentation, Sheehan advised planners to cut down on excessively complex financial plans and instead apply a five-step process driven by the client's own needs and nothing more, especially not product sales, with ...

Surging institutional interest in frontier markets

MELANIE TIMBRELL  |  FRIDAY, 3 FEB 2012
... co-head of applied research for Barra. "The investors who decided to go early into the emerging markets were big pension plans, or sovereign wealth funds; investors with a very long horizon," said Nielsen, who believes the markets can be a good option ...

Shorten urges banks to stand by staff

CLAIRE MCGREAL  |  FRIDAY, 3 FEB 2012
... yesterday that Westpac, which made over $6 billion in profit last year, would be slashing up to 560 jobs as part of cost cutting plans. Shorten told ABC radio the banks shouldn't forget the support given to them by taxpayers at the height of the global ...

Market Wrap

AAP  |  WEDNESDAY, 1 FEB 2012
... took heart from reports that debt-laden Greece is close to reaching a deal with its creditors and news that the White House plans to expand a foreclosure-prevention program that will boost the local housing market. IG Markets' institutional dealer Chris ...

Market Wrap

AAP  |  TUESDAY, 31 JAN 2012
... took heart from reports that debt-laden Greece is close to reaching a deal with its creditors and news that the White House plans to expand a foreclosure-prevention program that will boost the local housing market. IG Markets' institutional dealer Chris ...

OnePath advisers receive online inforce book

ELISE BURGESS  |  TUESDAY, 31 JAN 2012
... proactively invite those clients in for a review." OnePath said OneView Life is the next step in its technology journey with plans for further improvements. OneView Life is now available at OnePath's Adviser Advantage website.

Fiducian acquisition expands planning business

CLAIRE MCGREAL  |  MONDAY, 30 JAN 2012
... Financial Services has bought the retail financial planning arm of Victorian state owned business State Trustees, as part of plans to expand its adviser presence in Australia. Owned by Fiducian Portfolio Services, which is listed on the Australian Stock ...

Market Wrap

AAP  |  MONDAY, 30 JAN 2012
... took heart from reports that debt-laden Greece is close to reaching a deal with its creditors and news that the White House plans to expand a foreclosure-prevention program that will boost the local housing market. IG Markets' institutional dealer Chris ...

Premium Wealth adds new practice to dealer network

ELISE BURGESS  |  WEDNESDAY, 25 JAN 2012
... Management has made another addition to its dealer group network with Pearman Financial Management joining its ranks and plans to continue to push for more firms to join its network. Pearman, a risk insurance-focused firm since 1999, has two principals ...

ASIC questioned over new powers

ELISE BURGESS  |  WEDNESDAY, 25 JAN 2012
... a need for such regulatory powers, Kell provided preliminary results of ASIC's 2011 shadow shop survey of 64 retirement plans, where a tiny 3% of plans deemed "good" while 36% were marked as "poor". The remaining 61% were graded as "adequate" by a panel. ...