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Showing 341 - 350 of 365 results for "Friends"

High net worth, high expectations

MICHAEL HOBBS  |  THURSDAY, 13 MAR 2008
... servicing this type of client could boost client numbers, as high net worth clients tend to pass on their experiences to friends. "There is not one way to market towards high net worth clients, but I've found if you are successful in developing a plan ...

Lifeplan appoints new solutions manager

RUTH LIEW  |  FRIDAY, 22 FEB 2008
... financial services industry, including more than two decades in financial planning roles with National Australia Bank, Friends Provident and Westpac. Lifeplan general manager of strategic development, Matt Walsh said the new role was created to provide ...

Women in Finance supports PIFA

Women in Finance (NSW) rounds up the year with a special event dedicated to the Parent and Infant Foundation of Australia. More than 100 women attended the end-of-year drinks organised by WIF (NSW), a non-profit organisation that aims to provide a supportive ...

'Tis the season to invest

... relax and have a good time over the festive season." However, the results showed that most of the spending will go towards friends and families. About 52 per cent of respondents rated gift buying as their financial priority while slightly more than 20 ...

Planners need to shape up: Corbett

MICHAEL HOBBS  |  FRIDAY, 30 NOV 2007
... executive of Woolworths, said. At the Financial Planning Association (FPA) conference yesterday, Corbett said among his friends there was a great deal of cynicism around the financial planning industry. "In talking to a whole range of advisers over the ...

Village People

SUZY MAC  |  FRIDAY, 9 NOV 2007
... retirement years." By contrast Australian retirees prefer to remain close to the old neighbourhood and their families, friends and the local doctor. Major pressure points in Australia are departure fees between the different levels of independent living ...

Word of mouth works: Tyndall

CHRIS NICHOLLS  |  MONDAY, 3 SEP 2007
Nearly half of all clients who use a financial planner would 'definitely' recommend them to family or friends, according to a new Tyndall survey. The survey, carried out in July on 1,200 consumers nationwide, showed 24 per cent of consumers surveyed ...

Market Wrap - Morning

AAP  |  MONDAY, 23 JUL 2007
... leading shares suffered a fall on Friday after the US indices also took a hit, but gains for financial services group Friends Provident helped to soften the blow. The FTSE 100 closed down 55 points to 6585.2, losing 131.5 points during the week. FRANKFURT ...

R&D and new clients drive a transformed Bravura

ALEX DUNNIN  |  TUESDAY, 27 FEB 2007
... complementary wealth management applications. Bravura has also won a range of new clients in the UK-based Nucleus Financial Group, Friends Provident and Cardif Pinnacle and is still in negotiations with New York Life International in relation to the ...

Smart 401(k) plan design boosts their take-up

ALEX DUNNIN  |  TUESDAY, 14 NOV 2006
... "More options increases participation while complexity reduces participation." Soft factors such as opinions of family, friends, and colleagues, educational materials and seminars, the availability of other pension plans, and member characteristics also ...