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Showing 4601 - 4610 of 4897 results for "Alex"

Investment reporting methods must be equitable: JPM WSS

ALEX DUNNIN  |  WEDNESDAY, 14 MAR 2007
When thinking about how best to manage their investment reporting, super funds should be focusing upon how transparent, equitable, portable and robust the approach is, rather than just whether they should adopt unit pricing or stay with crediting rates. ...

Ageing population challenges require updated IGR

ALEX DUNNIN  |  WEDNESDAY, 14 MAR 2007
Population ageing and its implications is Australia's central long-term policy challenge requiring an update to the Intergenerational Report, said Treasurer Peter Costello. "The central long-term problem for the Australian economy is that our population ...

Rainmaker Marketing Awards now open for nominations

ALEX DUNNIN  |  TUESDAY, 13 MAR 2007
Nominations have opened for the 2007 Rainmaker Marketing Awards honoring outstanding achievements in marketing, sales and business development by individuals, groups of individuals or organisations in the wealth management industry. "There are 17 awards ...

Aviva to sponsor World Solar Race

ALEX DUNNIN  |  MONDAY, 12 MAR 2007
The drive of wealth managers into the mainstream and out of the shackles of traditional financial arenas is continuing with Aviva announcing its sponsorship of the 2007 Panasonic World Solar Challenge race. Allan Griffiths, chief executive officer of ...

Cbus wins Investment Stewardship Award

ALEX DUNNIN  |  MONDAY, 12 MAR 2007
Cbus has won the Melbourne Financial Services Symposium's inaugural Investment Stewardship Award recognising long-term investment achievement by a financial services organisation. To win the award, finalists were evaluated according to financial results ...

RBC Dexia ranked number one global custodian, again

ALEX DUNNIN  |  MONDAY, 12 MAR 2007
RBC Dexia Investor Services has been ranked the number one global custodian for the third successive year, according to R&M Consultants' 2007 Global Custody Survey. "This has been achieved after merging the two separate investor services divisions of ...

Advice already in client's best interest: FPA

ALEX DUNNIN  |  MONDAY, 12 MAR 2007
Financial advice must take into account the individual client's needs and circumstances and all conflicts must be disclosed, said Financial Planning Association (FPA) chief executive officer Jo-Anne Bloch. "Firstly, the Corporations Act already requires ...

One in 10 Japanese planners pass CFP

ALEX DUNNIN  |  FRIDAY, 9 MAR 2007
Only 10 per cent of Japanese financial planners sitting for the November 2006 Certified Financial Planner certification exams managed to pass, said the Japan Financial Planning Association (JFPA). The exams, held in 10 major cities throughout Japan ...

Super rules will always change

ALEX DUNNIN  |  WEDNESDAY, 7 MAR 2007
Superannuation rules will always be changing and the industry just has to accept this, said Ramani Venkatramani, general manager for specialised institutions at the Australian Prudential Regulation Authority (APRA). "Most organisations complaining about ...

38 per cent of US retirees like reverse mortgages

ALEX DUNNIN  |  TUESDAY, 6 MAR 2007
A survey by global consulting firm McKinsey & Co has found that US baby boomers will be forced to retire far sooner than they had hoped while having too little in retirement savings and holding unrealistic expectations about how they will finance it. ...