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Showing 8941 - 8950 of 12425 results for "Focus"

Adviser retraining delivers in spades: BT

MARK STORY  |  FRIDAY, 16 NOV 2012
... necessary skills to add value well beyond transactional (or product-based) advice. To Englund that means getting advisers to focus on key areas where there is an obvious value-add to their clients. He cites SMSFs - many of which were established by accountants ...

Financial advisers recognised for social media strategy

STAFF JOURNALIST  |  FRIDAY, 16 NOV 2012
... Conversationalist' Prize. Social media and how it is changing the way financial advisers connect with their clients was the focus of last night's gathering in Melbourne for the Financial Standard Social Media Influence, Leadership + Excellence (Smileys) ...

Male clients miffed with advisers

BEN COLLINS  |  FRIDAY, 16 NOV 2012
Clients' satisfaction with their financial adviser has declined over the last six months, largely driven by men, according to the latest Lifeplan ICFS Financial Advice Satisfaction Index. It is the first time since 2007 when the survey was started ...

Advance appoints new portfolio manager

BEN COLLINS  |  THURSDAY, 15 NOV 2012
... Farrell, head of Advance Asset Management. Dimitra Voutas, who has been managing the Australian equities portfolio will shift focus back to her property portfolio. Feros was most recently joint investment director at 452 Capital and joins the Advance ...

Lonsec awards 'Recommended' rating to Bennelong Kardinia fund

MARK SMITH  |  THURSDAY, 15 NOV 2012
... Lonsec described the fund as "an attractive offering for investors seeking an absolute return focused strategy, with a strong focus on capital preservation." The underlying strategy was launched in May 2006 by another trustee and managed by portfolio ...

MLC appoints new GM for retail business

MARK SMITH  |  THURSDAY, 15 NOV 2012
... general manager, Duncan West said: "We are delighted to have Elio on board to drive continuous improvement and maintain our focus on the customer experience. "He has a proven track record of building capability and creating operational efficiency to ...

Advance appoints new portfolio manager

BEN COLLINS  |  THURSDAY, 15 NOV 2012
... Farrell, head of Advance Asset Management. Dimitra Voutas, who has been managing the Australian equities portfolio will shift focus back to her property portfolio. Feros was most recently joint investment director at 452 Capital and joins the Advance ...

Consumers clueless on retirement: Bateman

MARK STORY  |  THURSDAY, 15 NOV 2012
... those in their 60s, we found that people were basically clueless," said Bateman. Unlike the US, where much of the retirement focus has moved from wealth to thinking about income and aged care, she said that Australians' remained overly preoccupied with ...

Federal election to compound market uncertainty

MARK SMITH  |  THURSDAY, 15 NOV 2012
... uncertainty." According to Damien Karmelich, managing director of Political Monitor, the energy sector is likely to become the focus of a political battle as the federal government's energy white paper seeks to shift blame for price rises away from the ...

BTIM launches emerging market strategy

MARK SMITH  |  WEDNESDAY, 14 NOV 2012
... Martin Franc said, "James Syme and Paul Wimborne, are highly experienced, specialist emerging markets investors. Their strong focus on risk should suit investors who are looking for outperformance from emerging markets over the long term."