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Showing 21 - 30 of 40 results for "Insurance and wealth"

ClearView FUA hits $8bn

ALEX BURKE  |  WEDNESDAY, 24 FEB 2016
... with the further investment in adviser support services to support a large adviser base." The company's life insurance and wealth management businesses performed better in the half-year results, delivering operating NPAT boosts of 66% (to $12.1 million) ...

AMP appoints BT head of corporate super

LAURA MILLAN  |  WEDNESDAY, 18 MAR 2015
... background with 15 years' success in senior leadership experience across superannuation, retail banking, life insurance and wealth management," Caprioli said. "Most of AMP's customers commence their relationship with AMP through corporate super," he ...

ClearView names CEO and exec team

JAMES FERNYHOUGH  |  MONDAY, 3 NOV 2014
... appointed general manager - distribution taking on responsibility for distribution of both ClearView's Life insurance and Wealth management products and services. Atit Rungta, formerly chief operating officer of Matrix Planning Solutions, has been appointed ...

TAL nabs ANZ exec for new finance role

LAURA MILLAN  |  WEDNESDAY, 2 JUL 2014
... relationships with the Board and our parent company Dai-ichi Life, one of Japan's and the world's largest life insurance and wealth management companies. "Edith's experience and expertise will be invaluable as we seek to grow our business by making life ...

AMP restructures sales teams, appoints new head

ALICE URIBE  |  FRIDAY, 28 MAR 2014
... wealth management sales Graham Burnard has now taken over the combined role of head of sales development, insurance and wealth management. The role of head of insurance sales had been vacant since last year with former AMP national development manager ...

Apps disappoint despite vast tech spend

MARK SMITH  |  MONDAY, 22 APR 2013
... our banking report are consistent with what we've already found in our preliminary work on apps within the insurance and wealth management industry," Slessor said. BanterMob also reports that few banking institutions have successfully kept up-to-date ...

netwealth adds TAL Accelerated Protection to LifeWrap

MARK STORY  |  MONDAY, 10 SEP 2012
... offer clients significant tax and cash flow advantages, and enables advisers to provide a comprehensive life insurance and wealth creation strategy on a single platform that meets both their clients' investment and protection needs," said Heine. "Because ...

ClearView moves on IFA market

MELANIE TIMBRELL  |  MONDAY, 2 APR 2012
... independent advisers," he said. ClearView is the result of the 2010 acquisition of Bupa Australia's Life Insurance and Wealth Management businesses by MMC Contrarian Limited (MMC), after which it changed its company name to ClearView Wealth Limited to ...

Vow Financial opens second Sydney office

CLAIRE MCGREAL  |  WEDNESDAY, 26 OCT 2011
... management. "Vow Wealth can now offer a full financial planning structure to brokers that includes mortgages, insurance and wealth management," said national sales manager Justin Dale. "We have initially chosen a select number of brokers who have shown ...

Alphington targets younger HNW investors with wealth service

MATT WOODINGTON  |  TUESDAY, 11 OCT 2011
... "personalised CFO" type service to investors, including wealth preservation, investment, estate planning, insurance and wealth transfer although it also offers one off pieces of advice to clients. Jacob said that too many people were currently burying ...