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Showing 6481 - 6490 of 18271 results for "Plan"

Asset managers must work on unique value

JAMIE WILLIAMSON  |  THURSDAY, 28 SEP 2017
Asset managers must better align their product development plans with how financial advisers construct investment portfolios as a result of greater competition in the sector. Research from Cerulli Associates shows 58% of asset managers in the United ...

China industrial profits surge

BENJAMIN ONG  |  THURSDAY, 28 SEP 2017
... people-oriented development thought should be implemented to solve the conspicuous problems faced by the country and a strategic plan should be made for the causes of the Party and the country to promote balanced economic, political, cultural, social ...

Fees dominate super choice, RG97 falling short: ISA

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2017
Consumers prioritise fees and net returns when selecting a superannuation fund, an Industry Super Australia survey reveals. The poll, conducted in conjunction with UMR Research and based on 1000 respondents, found fees to be an "extremely important" ...

Advisers can scale via workplace super clients

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2017
... potential revenue stream, a new IOOF white paper shows. Being a designated financial adviser through an employer's super plan opens the door to attract more clients and strengthen existing relationships with clients that are small to medium-sized business ...

NAB Financial Planning announces key hires

JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2017
NAB Financial Planning is expanding its leadership team, recruiting senior managers from ANZ Wealth and AMP New Zealand. As per its national strategy to increase customer-centricity, NAB FP has appointed two general managers to lead its NSW/ACT and ...

Centuria listed funds CEO to step down

ALEX BURKE  |  WEDNESDAY, 27 SEP 2017
Centuria's chief executive, listed funds will step down from his role in January 2018, transitioning to a support position. Nick Collishaw was appointed to his current role in May 2013. Before that, he was chief executive and managing director of Mirvac ...

Life insurers challenged by waning planner loyalty

JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2017
Almost half of all financial planners cut ties with at least one life insurer in the last 12 months and a further 27% intend to follow suit. Investment Trends' annual Planner Risk report for 2017 shows a record 47% of planners changed life insurer last ...

Physical health inspires financial health

JAMIE WILLIAMSON  |  TUESDAY, 26 SEP 2017
... means to achieve these goals," Matthews said. Finch added that the size of a goal doesn't matter as most people need help to plan, saying financial advisers are akin to a coach in their ability to help you set goals and create a plan to achieve them. ...

Family offices put focus back on equities: Research

EMMA RAPAPORT  |  TUESDAY, 26 SEP 2017
... succession planning amongst Asia-Pacific family offices, with about half (47.3%) of family offices claiming to have some form of plan in place, while 29.6% are still developing plans. Family offices in Asia Pacific somewhat lag behind other regions when ...

Centuria buyout proposal leads to board stoush

ALEX BURKE  |  TUESDAY, 26 SEP 2017
Centuria's proposal to acquire an ASX-listed property manager was rejected, and Centuria responded by saying the manager's directors refused to engage. Earlier this month, Centuria announced the acquisition of a strategic interest in Propertylink Group ...