Articles tagged with 'strategy'

Credit Suisse positive on Australia

4 December 2008 | Financial services group outlines its policy settings.


Market crisis will force rethink on strategy

3 December 2008 | Must understand long-term goals to weather crisis.


Lifestyle investing flawed

2 December 2008 | Queensland academics question value of lifestyle investing.


AFS maintains planner growth

31 October 2008 | Dealer group on track to meet 2008 recruitment target.


Fund manager looks for financial planning investments

23 October 2008 | MMC Contrarian sees better value elsewhere on the financial services food chain.


Westpac FP announces recruitment push

15 August 2008 | Focuses on recruiting experienced planners while reducing entry-level positions.


Changing financial landscape

24 July 2008 | Watson Wyatt research points to key changes rooted around complexity.


The rise and rise of SMSFs

13 February 2008 | SMSFs will dominate sector in 15 years: ING.


Volatility pays dividends

6 February 2008 | QIC seed investment pays off.


Sub-prime hits SSgA

7 January 2008 | Chief executive resigns as State Street covers exposure.


Tempering Asian market volatility

28 November 2007 | Absolute return strategies best for volatile Asian markets: Olympus.


German giant fires up down under

1 November 2007 | German giant fires up down under


ANZ plans for growth

17 October 2007 | Changes to Asia Pacific business.


Casualties as Perennial refocuses

25 September 2007 | Carter gets nod.


BT enhances wrap

25 September 2007 | Integrated offering.


High Octane return for HFA

3 July 2007 | Assets under management defy forecast.


Returns justify re-entry to fixed interest – Tyndall

28 May 2007 | With the fixed interest index returning 6.4 per cent, investors should be seriously looking at re-entering the sector, according to Tyndall head of bonds Roger Bridges.


Adviser shortage set to continue in the medium-term

18 May 2007 | A qualitative study of the financial planning industry covering more than 20 leading dealer groups has pointed to the likelihood of strong employment demand in the financial planning industry for at least another five years.


Macquarie brings down curtain on Morgan Stanley fund

17 May 2007 | Nearly two years after it opened to investors, the Morgan Stanley Global Franchise Strategy fund is closing its doors to new investors.


SMSFs can benefit from reserving

24 November 2006 | Reserving is a strategy advisers should be looking at for self-managed superannuation funds (SMSFs), said Willis Employee Benefits director Lachlan Semple.


Suncorp to acquire Promina

23 October 2006 | Suncorp-Metway and Promina Group have confirmed they have entered into a merger implementation agreement that will see Suncorp purchase the whole of Promina for a price of $7.9 billion.


Aust Unity grows FUM on boutique strategy

19 September 2006 | Australian Unity has reported a 54 per cent increase in after tax profit for the 2006 financial year.


AFS sticks to Strategy

14 December 2000 | Australian Financial Services (AFS) has built up $30 million in funds under administration in the first nine weeks of operation of its Strategy master trust.


The real choice for reasonable benefit limits

26 October 2000 | Lump sum or pension reasonable benefit limit? Scarcity or abundance? What do you recommend to your clients in relation to superannuation? Grant Abbott puts it to the test with a simple case study.


Strategy 31/08 – Rich rewards with SMSF growth

31 August 2000 | The new adviser For a number of years, self managed super funds (SMSF) have been considered part-time work for many financial planning professionals across Australia.


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Super Regulation Should superannuation funds be compelled to suspend advertising capable of persuading uninformed investors to crystallise losses?
Yes
 
86%
No
 
14%
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