Problems/issues: • Mei Ling may not have enough money to cover her later years expenses; • She had been a fairly aggressive investor‚ but she may not want to take very risky investment since she cannot afford to lose at her age. Goals and objectives: • Cash-flow management; • Pay off the property investment loan; • Superannuation adequacy and savings programs; • Personal investing. Assumptions: • Taxation and other legislative conditions will remian stable; • Income will incerease
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6/27/12 IBS Case Studies IBS Mumbai Date: 27/06/2012 Time: 20:46:19 FM0001 IBS Case Development Center Unilever Limited: Transforming the Finance ‘Function’ This case study was written by Parveen Sultana and Fathima Reshma Taj H‚ under the direction of Saradhi Kumar Gonela‚ IBS‚ Hyderabad. It is intended to be used as the basis for class discussion rather than to illustrate either effective or ineffective handling of a management situation. The case was compiled from published sources. License
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Roth -Engendering inequality: Processes of Sex-Segregation on (within occupations) Wall Street 1. What method did Roth use in her study? Qualitative 76 MBA grads randomly selected using random numbers table 2. P. 205 Do men and women with the same job preferences and human capital receive comparable earning? No‚ there was $200‚000 difference in earnings between men and women in the same positions p. 209 p. 205: women have different earning even when their job preferences and investments
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Introduction: IDS Financial Services operate in the consumer financial service industry. After the acquisition by American Express in 1984 the company went through tremendous growth for three consecutive years in terms of revenue (average 30%)‚ financial plan fees (174%) and its sales force (annual rate11%). The company was facing new challenges as to how to maintain this 30 percent growth rate in the market place where the competition was increasing day by day. The consumer financial industry is growing
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Project Report On RECRUITMENT AND TRAINING OF FINANCIAL ADVISORS FOR SALES DEVELOPMENT AND MARKET SURVEY FOR THE SAME Submitted to Ms. Namita Kapur Senior Lecturer By KANU CHAUDHARY MBA III Semester [pic] AMITY BUSINESS SCHOOL AMITY UNIVERSITY [pic] RECRUITMENT AND TRAINING OF FINANCIAL ADVISORS FOR SALES DEVELOPMENT AND MARKET SURVEY FOR THE
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slogan that Dan Roth had used in his advertising campaign to make people aware of their need for financial planning‚ budgeting‚ and saving for retirement. Dan’s financial consulting business had blossomed over the past few years because of such slogans and because Dan strongly believed in and preached the benefits of financial freedom. “A debtor is a slave to the lender‚” he always said when asked whether it made sense to borrow at low rates of interest. “The only way to financial independence is
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Diploma of Financial Services (FP) Case Study It is November‚ 2010. You are an authorised representative of a full-service licensed dealer group‚ Azza Financial Services Pty Ltd. Allison and Simon Callahan have come in to see you to ask for your assistance to plan out their next five years and then help them settle into retirement. Allison (aged 54) and Simon (aged 52) have been married for 29 years and live at Lot 3 Wattle Road‚ Hurstbridge‚ Vic. Their only child
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AMARANTH ADVISORS Inc. Balance Sheet June 30‚ 2006 ASSETS LIABILITIES Cash $22‚000 Accounts Payable $50‚000 Accounts Rec. 5‚000 Mortgage Payable 50‚000 Inventory 40‚000 Supplies 1‚000 Total Liabilities $100‚000 Land 10‚000 Buildings $120‚000 STOCKHOLDER EQUITY Acc. Depr
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1. Introduction The financial crisis in 2008 caused a global impact on the world`s economy. Starting with the real estate crash in the entire U.S. market‚ an increasing number of powerful banks suffered from the resulting credit defaults. The dependencies among the banks all over the world have spread the crisis to the financial markets overseas. Several governments have become increasingly important actors‚ with the aim to stabilize their domestic economy. Politicians agreed that the rescue of
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The novel‚ Divergent‚ by Veronica Roth‚ takes place in Chicago where society is divided into five factions. Candor‚ the honest‚ Abnegation‚ the selfless‚ Dauntless‚ the brave‚ Amity‚ the peaceful‚ and Erudite‚ the intelligent. A girl named Beatrice Prior‚ also known as‚ Tris is often overshadowed by her brother Caleb’s apparent selflessness‚ she was pondering over what she wants. She knew she was selfish and she loved being selfish. She wasn’t selfless like an Abnegation should be. She watches the
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