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Showing 481 - 490 of 524 results for "Independence"

InvestAhead to merge into Centric Wealth

KATE HAGE  |  WEDNESDAY, 27 SEP 2006
... client base and ours, but moreover it comes down to a strong cultural fit between the businesses," said Pillemer. "Independence was another reason - they didn't want to be part of a big institution," Pillemer added. "But they were looking for a partner ...

Planners find Avenue in succession

... careers to financial planning. "My own personal goals when starting my financial planning career included achieving the independence of running my own business. I was able to realise this goal with Avenue," he said. Established in 2001, Avenue now manages ...

Groups must earn planner loyalty: brandmanagement

ALEX DUNNIN  |  FRIDAY, 21 JUL 2006
... planners and a great way to start doing this is by providing the best range of support services, mixed with product independence. If they don't, warns brandmanagement, they can and will inadvertently drive their planners to leave. According to brandmanagement's ...

VFMC busted investing with tobacco giant

... or been informed of a change in the Government's policy free stance, Bone said they had not and given the fund's independence from the Government it seemed unlikely. "No, that is not appropriate, we operate on an arms length basis," he said. However ...

New BT MTM line up avoids home bias

KATE HAGE  |  THURSDAY, 25 MAY 2006
... international equity we will be picking only bi-rated managers, and the objective is to continue the quality and independence of decision making." BT's property mandates are shared out between Renaissance and AW Global, both managing mandates of $50 ...

Mellon buys Walter Scott

... commitment to owning independent investment firms and leaving them autonomous ensures Walter Scott & Partners' investment independence," said company founder Walter Scott. Despite the purchase, the Scottish firm will retain its name, location and investment ...

Independence pays for Frontier

Frontier Consulting will hire at least five more staff this year after winning the largest superannuation asset consulting contract in the country, with $28 billion State Super, thanks to its 'independent advice' business model. Frontier's managing ...

Investment banks and structured providers move into lending

... development, have encroached on the world of planning. But what if a planner doesn't want to use a traditional bank?" If independence means not just breaking the ties of influence and ownership but also where you source product, planners can now source ...

Paragem links with Miles Corporate to help planner group M&As

... than through a full-blown and highly visible sales process. Ian Knox, managing director of Paragem Partners, said independence is the key to making these transactions work. "Paragem and Miles Corporate ownership is independent of institutions and we ...

Poor governance high returns: SBS

... Exchange's (ASX) key good corporate governance guidelines. The five most frequent areas of non-conformance were board independence, CEO-chair duality, non-independent chairs, board nomination committee, and executive pay. But the unexpected result, says ...