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Showing 551 - 560 of 582 results for "ProActive"

Financial Wisdom strikes up another Alliance

HAMISH MADDEN  |  FRIDAY, 8 SEP 2006
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 ...

Age and marriage trigger retirement planning: AXA

... 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 ...

ASIC defends AMP FP action

KATE HAGE  |  THURSDAY, 3 AUG 2006
... 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 ...

FPA CEO formally signs on

HAMISH MADDEN  |  WEDNESDAY, 14 JUN 2006
... 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 ...

DeAM appoints deputy CIO and two for fixed interest

HAMISH MADDEN  |  TUESDAY, 6 JUN 2006
... 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 ...

Baby boomers set to live it up in retirement: CommBank

HAMISH MADDEN  |  THURSDAY, 18 MAY 2006
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 ...

Julius Baer and Aurora offer fixed interest

HAMISH MADDEN  |  WEDNESDAY, 17 MAY 2006
Aurora Funds Management has partnered with Swiss giant Julius Baer to launch an Australian fixed interest fund as a feeder into the huge Julius Baer fixed interest pool of funds. The Aurora Absolute Return Fund is open to institutional investors in ...

AMP Capital Investors open to the public

HAMISH MADDEN  |  FRIDAY, 12 MAY 2006
... projects and private clients with AMP Capital Investors, said the new strategy was aimed at the ever increasing pool of proactive investors who were taking their financial future in their own hands, particularly through SMSFs. Diversification was a key ...

Australians are starting their retirement saving too late: Citibank

... of today's over 65s showed any savings initiative before they turned 40. Younger retirees, those aged 55-64 were more proactive, with 36 per cent on the retirement saving bandwagon before the age of 40. The fact is, this take up is well below par and ...

Trust creates new para-planning management role

... para-planners take over the more traditional strategic role of financial planners. "There has been a shift more towards proactive service, rather than constructing plans. While financial planners still check plans off, it's more a case of where their ...