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Showing 771 - 780 of 893 results for "Charter"

Ready, set, activate: AXA

RUTH LIEW  |  WEDNESDAY, 4 MAR 2009
... prepared to discuss their financial situation further with their adviser. According to Paul Williams, national manager Charter Financial Planning, the program allows advisers to do a full analysis of all their clients, using research data sourced by ...

Obama: he's the man

BENJAMIN ONG  |  WEDNESDAY, 21 JAN 2009
... the choice between our safety and our ideals. Our Founding Fathers, faced with perils we can scarcely imagine, drafted a charter to assure the rule of law and the rights of man, a charter expanded by the blood of generations. Those ideals still light ...

Dealer group demand spurs CLS growth

MICHAEL HOBBS  |  FRIDAY, 12 DEC 2008
... Management System marketing executive but has held financial planning roles with National Mutual Financial Planning and Charter Financial Planning. Peter Estcourt, who has worked as a chartered accountant, financial planner and national business development ...

Standard Chartered signs on SmartStream

RUTH LIEW  |  WEDNESDAY, 10 DEC 2008
Tech firm SmartStream Technologies has signed on Standard Chartered Bank onto its TLM Reconciliations system to create a global reconciliations platform. SmartStream said that Standard Chartered is hiring its services as part of an ongoing strategic ...

Lowenhaupt Global Advisors lands in Oz

RUTH LIEW  |  WEDNESDAY, 10 DEC 2008
US-based specialist financial advisory firm Lowenhaupt Global Advisors has set up shop in Sydney. Lowenhaupt Global Advisors, a firm that calls wealthy families its niche audience, has opened a Sydney office - the latest addition to the firm's existing ...

Market Wrap - Morning

AAP  |  TUESDAY, 2 DEC 2008
The Australian stock market is expected to open weaker, after US and European stocks plunged on a declaration that the US officially is in recession, before the focus at home turns to the next interest rate cut, expected later today. At 0800 AEDT on ...

Market Wrap - Morning

AAP  |  MONDAY, 1 DEC 2008
The Australian stock market is expected to open stronger on Monday after a rally on Wall Street. At 0723 AEDT on the Sydney Futures Exchange the December Share Price Index futures contract was up 15 points at 3,746. In economic news, amongst data released ...

Credit Suisse appoints private banking head

MEDIA RELEASE  |  TUESDAY, 4 NOV 2008
Credit Suisse has appointed Ray McGregor as managing director and head of private banking Australia. McGregor will be based in Sydney reporting functionally to Francois Monnet, head of private banking Southeast Asia and Australasia, and locally to country ...

AXA to ramp up planning revenues by $60m

RUTH LIEW  |  THURSDAY, 2 OCT 2008
... associates - advisers need to think one step ahead to ensure that these relationships will work. AXA national manager Charter Financial Planning and AXA Financial Planning Paul Williams used the example of an accountant and how they can boost the adviser's ...

Alternatives charter assoc heads Down Under

ALEX DUNNIN  |  THURSDAY, 11 SEP 2008
The rise and rise of alternative assets is pushing the need for specialists trained in the sector, said Craig Asche, chief executive of the Chartered Alternative Investment Analyst Association (CAIAA) when he visited Australia last week. Asche said ...