Search Results | Showing 561 - 570 of 675 results for "Legacy" |
| | | ... re-evaluate their fee-based offerings. "A surprising number of broker/dealers have taken the approach of maintaining their legacy platforms for fear of disrupting their advisers' way of using fee-based programs," Patrick Newcomb, senior analyst at Cerulli ... |
| | | | Bill Shorten, minister for Superannuation and Financial Services, has used a speech to a Financial Services Council (FSC) dinner at Parliament House in Canberra to assertively defend the government's reform record on superannuation. Shorten listed a ... |
| | | | ... partnered SimCorp in 2003 when, with $10 billion in funds under management (FUM), it was faced with need to either re-jig its legacy system or invest in a modern investment management system. In the decade since, Challenger said the efficiencies afforded ... |
| | | | Self-managed superannuation fund (SMSF) holders should plan their legacy as carefully as they do their investments, as a will may not be sufficient to ensure their money goes to the people its intended for. According to TAG Partners director Michelle ... |
| | | | ... concerns, it seems more likely that the family is simply moving away from a public investment portfolio to a private one with legacy planning in mind. It's no secret that Frank Lowy has been laying the ground for his sons to carry on the family business ... |
| | | | ... Tuckwell hopes it will also remind family office and ultra high net worth investors of the importance of thinking about the legacy of their wealth. Tuckwell hopes his donation will inspire other wealthy Australians to consider philanthropy, rather than ... |
| | | | ... the founding President for the first 10 years of ACSI's existence. "He was a true gentleman who has left a significant legacy for the betterment of superannuation fund members generally, but particularly those of CareSuper," the super fund said. |
| | | | ... the dearth of proactive, structured engagement with clients and the poor business processes and practices that are the legacy of having relied on passive incomes for many years," Zulli said. Many advisers are also not ready for the growing competitive ... |
| | | | ... Hu Jintao and Wen Jiabao in terms of the direction for the Chinese economy. But China is about the preservation of the legacy of its ancestors - it's the Confucian way - especially now that they discovered the legacy that works. Just as Premier Wen preserved ... |
| | | | ... found. "We are known for our clear, consistent and authentic voice in all the key debates, Richard will be missed, but his legacy will endure," Fox said. Neil Younger, ANZ's Head of Practice Based Financial Planning, said, "Richard has played a significant ... |
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