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| | | ... number are investing time and money to avoid such a scenario. "Organisations are beginning to see the value in taking a proactive, rather than reactive, approach to their IT risk management strategy," said Jon Oltsik, senior analyst at Enterprise Strategy ... |
| | | | Fund manager Pengana Capital has timed the expansion of its London base to coincide with the opening of the real estate investment trust (REIT) market in the UK and the rest of Western Europe. Pengana's UK based director, Stuart Stuckey, hired two European ... |
| | | | ... strongly encouraging all seniors to take financial planning advice, as we do, so absolutely get the FPA on board in a more proactive manner. Again, it's not only a very good signal to the market but also shows that that's what their client base, being ... |
| | | | ... as well," Naylor said. "I guess what we're trying to do is reflect what's going on in the industry and also be a bit proactive in terms of where the industry is going. We're certainly seeing a lot of financial planners moving into mortgage broking or ... |
| | | | Financial Wisdom has formed a strategic partnership with Alliance Property Finance in a move that will give all Alliance customers access to comprehensive financial advice. Alliance Property Finance was established in 1999 as a wholly owned subsidiary ... |
| | | | ... the two key life events that would spur them to set up a retirement strategy. Men aged 40 to 55 years were the most proactive and more likely to set up or already have a self-managed superannuation fund (SMSF). Meanwhile, married women tend to put their ... |
| | | | ... ownership or structure of the wealth management industry," he said. Lucy did, however, urge the industry to be more proactive in setting up internal and external dispute resolution procedures and reminded licensees to have in place compensation and adequate ... |
| | | | ... very aware of the many issues and opportunities facing financial planners and will ensure the FPA continues to take a proactive and visible role to support their interests and, ultimately, those Australians who need professional advice." FPA chairman ... |
| | | | ... strength and was part of a forward thinking succession planning strategy. "These appointments demonstrate our commitment to proactive succession planning, and support our goal of continuity and consistency of business and investment management." Fay ... |
| | | | A Commonwealth Bank (CBA) survey has revealed that baby boomers will approach retirement in a far more active way than past generations, with two-thirds believing they will be able to afford their lifestyle of choice. The Lifestyle Aspirations survey ... |
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