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Showing 391 - 400 of 469 results for "Next Generation"

Family businesses provide engine for recovery

MELANIE TIMBRELL  |  FRIDAY, 21 SEP 2012
... prime concern with the majority of respondents desiring to pass the business and associated family wealth onto the next generation. Governance issues and talent attraction are, however, foreseeable risks where succession and ownership retention are at ...

Market wrap - morning

AAP  |  TUESDAY, 11 SEP 2012
... big drag on the Nasdaq and the S&P 500, tumbling 2.6 per cent ahead of Wednesday's expected announcement of the next generation of its popular iPhone, dubbed the iPhone 5. LONDON - European stock markets finished little changed, as investors weigh the ...

IRESS renews NAB wealth tech agreement

MELANIE TIMBRELL  |  MONDAY, 3 SEP 2012
... Advice and Marketing at MLC and NAB Wealth Richard Nunn said the Group had invested at enterprise level in their next generation technology platform as part of the commitment to assist Advice businesses. As part of the agreement, IRESS' client engagement ...

Separate wealth from income strategy: Merton

MELANIE TIMBRELL  |  FRIDAY, 24 AUG 2012
... wealth goal for members isn't remotely the same as a member-specific income goal and strategy - which should be the next generation solution for securing retirement income. That's according to Nobel laureate in economics, Robert Merton, who is advocating ...

Lifecycle discussion needs context: Milliman

MELANIE TIMBRELL  |  MONDAY, 20 AUG 2012
... seeing this trend to doing it via asset allocation rather than product per se," Matterson said. As some examples of next generation solutions, Matterson describes a pooled vehicle with the tweak of adding specific risk management mechanisms to the asset ...

Decouple next-gen education from estate planning conversation

MELANIE TIMBRELL  |  TUESDAY, 14 AUG 2012
... strategies are in place so they don't get stung with death taxes or capital gains tax, but also that within the next generation they are fully equipped to know how to manage it into the future so it doesn't just get quickly squandered away," Hewison ...

CommCentral launches FOFA revenue management solution

LINDA HAUSKEN  |  MONDAY, 13 AUG 2012
... to manage and allocate fees and remuneration related activities." Brabender believes that Revex represents the next generation system where fee for advice will be the industry norm.

Talkin' bout my generation

LINDA HAUSKEN  |  TUESDAY, 7 AUG 2012
Two leading industry associations expect the next generation of advice clients to be attracted to financial advisers possessing the right soft skills, industry-specific education and strong ethics. The differences between the service offerings of Gen ...

netwealth naked wrap slashes fees to 35bp

LINDA HAUSKEN  |  THURSDAY, 19 JUL 2012
netwealth Investments has launched a next generation Wealth Accelerator naked wrap that slashes platform fees down to a low 35bps. The Wealth Accelerator wrap is the latest platform designed in response to the FOFA legislation and the push to fee transparency ...

Guardian Advice recruits four new practices

RACHEL DAVIS  |  THURSDAY, 3 MAY 2012
... because of our common understanding and focus on risk as our core business, and also shared desire to recruit our next generation of future leaders. " The group has launched a number of growth initiatives recently, including Guardian's free Risk SOA ...