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Showing 271 - 280 of 320 results for "Roger"

NAB Financial Planning appoints new GM

CHRIS NICHOLLS  |  THURSDAY, 5 JUL 2007
NAB has announced Geoff Rogers will take over as general manager of NAB Financial Planning, moving up from head of the retail planning division. Rogers has extensive previous experience at MLC, and headed up wealth management at Bank of New Zealand. ...

Bank planners promote gearing strategies

WWW.THESHEET.COM  |  MONDAY, 2 JUL 2007
One issue hotly debated in the financial planning community in the months leading up to the 30 June superannuation contribution deadline was whether to recommend that clients use debt to help them reach the $1 million contribution limit. While independent ...

AXA sidesteps ETP tax

CHRIS NICHOLLS  |  MONDAY, 2 JUL 2007
AXA has seized on a loophole in the new tax legislation introduced 1 July to offer employers a potential avenue for reducing tax on eligible termination payments (ETPs). Under the new ETP rules, most payments made under an employer-owned non-super group ...

Bank on high quality: ipac

Implemented consultant ipac Securities predicts the 'next big thing' in global shares will be the 'old big thing' after it found that the relative valuations of high quality stocks are now trading at 40 year lows. High quality companies, or those that ...

Tyndall completes equities team shuffle

HAMISH MADDEN  |  TUESDAY, 5 JUN 2007
... promotions. Previously head of research, Warwick Cumming has been promoted to the new role of deputy head of equities and Roger Collison, a senior equities analyst, has been promoted to Cumming's former position. Tyndall has also appointed Michael Maughan ...

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 ...

Bank branches finally start to sell wealth product

WWW.THESHEET.COM  |  TUESDAY, 29 MAY 2007
After years of trying, bank branches are finally starting to successfully sell wealth management products and improve their cross-sell rates. Westpac reported that the number of bank-originated home loan customers taking out home and contents insurance ...

Grange announces new chairman and directors

HAMISH MADDEN  |  THURSDAY, 24 MAY 2007
Grange Securities, part of the Lehman Brothers group, has announced the appointment of a new chairman and two new directors to the board of its Melbourne funds management business Grange Asset Management. Current deputy chairman of Australian Wealth ...

LDI spurs growth of bond derivatives

The demand for inflation-linked bonds and their derivatives is set to rise in tandem with the growing popularity of liability driven investing (LDI) in Australia and overseas, according to experts. As the name suggests, LDI is a form of investment strategy ...

Trauma insurance to expand

ALEX DUNNIN  |  FRIDAY, 20 APR 2007
The ageing population and changing morbidity patterns will promote greater need for trauma insurance rather than traditional TPD cover, and unless group insurers respond they will miss out on a big product development opportunity. "People are living ...