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Showing 301 - 310 of 421 results for "Components"

Planner software innovations to pressure platforms

COMPANY RELEASE  |  WEDNESDAY, 28 OCT 2009
... Sidhu. Sidhu argues that AdviserLogic is aiming to meet this change in mindset and demands by combining the six key components of a planner's business. This includes fact find, cash flow modeling, SoA preparation, portfolio reporting, CRM & marketing ...

Campbell wins 2009 AFA Adviser of the Year

MICHAEL HOBBS  |  WEDNESDAY, 7 OCT 2009
... business demonstrated expertise that just stood out during the nomination process. He had great strengths in all the other components: education, community and in his contribution to the industry," said Klipin. Campbell has 20 years experience in the ...

Consultants back super communication

RUTH LIEW  |  THURSDAY, 17 SEP 2009
... updates on asset allocations or comments on the latest economic conditions, consultants such as MLC are seen as critical components in the member education process. "All of our clients have been significantly affected by the market downturn of the past ...

Market Wrap - Midday

AAP  |  WEDNESDAY, 16 SEP 2009
... Stockbroking senior dealer, Jamie Spiteri said there was strong support across the board without a real catalyst. "All components are contributing... but there's no specific reason," he said. "I think any moves from here will be more modest." Mr Spiteri ...

SMA ratings bring clarity for advisers

RUTH LIEW  |  WEDNESDAY, 12 AUG 2009
... Equities and High Alpha Long Term Opportunity (UBS GAM) offerings. The ratings house's research strategy involved two main components - first was the standard manager review by S&P Fund Services. The second involved the assessment of the suitability ...

The liquidity trade-off

MICHAEL HOBBS  |  THURSDAY, 4 JUN 2009
... just about equities, bonds, cash, real estate but commodities, currencies, infrastructure and private equity. These components will start to become a bigger part of the overall asset allocation," he said yesterday at the Rainmaker Marketing Symposium. ...

Fin advice satisfaction down: Lifeplan

COMPANY RELEASE  |  WEDNESDAY, 3 JUN 2009
... more positive perceptions," Ali said. A bright spot for investors, according to Walsh, is the trust and reliability components of the survey, which was 2 per cent lower in contrast with views of investment performance decreasing by 12 per cent. In April ...

Macq buys energy advisory firm

COMPANY RELEASE  |  FRIDAY, 29 MAY 2009
... will remain in their current locations and be joined by Macquarie staff. The $130 million deal is separated into two components; a $65 million cash component paid to the vendors and $67 million paid in exchangeable shares to the vendors.

Sunsuper upgrades retirement program

MICHAEL HOBBS  |  FRIDAY, 8 MAY 2009
... needs. Dubbed the Today and Tomorrow strategy; when investors choose the product, their assets are divided into two components; cash and investment. Once the pension is opened an amount that is equal to two years worth of pension payments is moved into ...

Taking a breather

BENJAMIN ONG  |  TUESDAY, 21 APR 2009
... first. The US Conference Board's leading economic indicators index fell by 0.3 per cent in March with six of its 10 components - led by building permits and stock prices - decreasing over the month. The March fall was worse than market expectations for ...