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Showing 8901 - 8910 of 18276 results for "Plan"

Finding alpha in ESG

MICHELLE BALTAZAR  |  FRIDAY, 6 JUN 2014
The Who's Who in ESG research attended this week's annual ESG RA Research Awards and the results are a mix of good, bad and magnificent. Elaine Prior is a name that needs no introduction in Australia's ESG broking community. Her research into the subject ...

Advisers, do not read headlines: Kerr Neilson

LAURA MILLAN  |  FRIDAY, 6 JUN 2014
Advisers should ignore headlines and look at the numbers when making investment decisions, Platinum Asset Management managing director Kerr Neilson told advisers at a Sydney roadshow. "Ignore the headlines, they will not help you very much at all," ...

NAB business growth manager joins Fortnum

LAURA MILLAN  |  FRIDAY, 6 JUN 2014
National Australia Bank (NAB) Wealth and MLC business growth manager for New South Wales will join Fortnum Financial Group as national sales manager. Joel Taylor will be responsible for building relationships with new and existing member firms, and ...

FEATURE: Bulldozing the infrastructure roadblocks

JAMES FERNYHOUGH  |  FRIDAY, 6 JUN 2014
In May, Prime Minister Tony Abbott made good on his promise to be an 'infrastructure prime minister', dedicating billions of dollars to infrastructure development in the budget. But is this enough to get the bulldozers bulldozing? James Fernyhough takes ...

Van Eyk adds SMAs to research platform

MARK SMITH  |  THURSDAY, 5 JUN 2014
Researcher van Eyk has added separately managed account (SMA) data to its online research and portfolio tool, iRate. As a growing number of financial advisers look to recommend direct investments, van Eyk's new service has made data available for around ...

PROFILE: Invesco CEO Martin Franc

MARK SMITH  |  THURSDAY, 5 JUN 2014
... in the financial services industry, mostly in distribution and predominantly with BT. But had things gone to his original plan then Franc's life would likely be unrecognisable. Majoring in political science at the Australian National University (ANU) ...

Super sector eyes Qld ports and generators

JAMES FERNYHOUGH  |  THURSDAY, 5 JUN 2014
The superannuation sector has welcomed the Queensland government's plan to sell $33.6 billion worth of infrastructure assets, announced in a draft proposal released with the budget on Tuesday. The report flags a number of assets for sale or long-term ...

150,000 candidates cramming for CFA exams

MARK SMITH  |  THURSDAY, 5 JUN 2014
Almost 150,000 candidates from 179 countries are gearing up to sit six hours of examinations for their Level I, II and III CFA qualifications on Saturday. The number of exam registrations for this year's December 2013 to June 2014 exam cycle exceeds ...

AFA to recognise best adviser and best practice

LAURA MILLAN  |  THURSDAY, 5 JUN 2014
The Association of Financial Advisers (AFA) has divided the traditional Adviser of the Year Award into two and will now recognise the best individual adviser and the best advice practice. "The original Adviser of the Year Award was established by the ...

Crowe Horwath and Findex in acquisition talks

LAURA MILLAN  |  WEDNESDAY, 4 JUN 2014
... breach of fiduciary or statutory obligations," the statement continued. Findex chief executive Spiro Paule said that "we plan to further grow our business in wealth, accountancy and all the adjacent financial services." "We are always considering any ...