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Showing 91 - 100 of 121 results for %22Retirement Wrap%22

New software simplifies front office broking

ALISON BEVEGE  |  TUESDAY, 31 MAY 2011
... integrating into cash management accounts. They could then see client profiles including portfolio, risk profile, years to retirement and investment preferences, helping them meet the "Know Your Client" compliance obligations. "This will be an important ...

AMP/AXA promises best of both worlds

ELISE BURGESS  |  TUESDAY, 17 MAY 2011
... rollout will offer more options to more advisers, said Meller. The breakdown: Retail investments, superannuation and retirement markets - AMP will retain both AXA North and AMP Flexible Super offers. The North platform will be used by the new wealth ...

Planners wrapped with super app

ELISE BURGESS  |  TUESDAY, 17 MAY 2011
Financial planners are responding in force to a free superannuation and retirement app available at itunes, with the promise of more features to come. The "working retirement calculator" app, developed by Rice Warner, is part of a suite of superannuation ...

SelectingSuper celebrates top 2010 funds

RUTH LIEW  |  FRIDAY, 5 NOV 2010
... ASGARD Superannuation Account IOOF Portfolio Service Personal Superannuation Pursuit Select Personal Superannuation Retirement Product of the Year - Value Choice Health Super Fund - Account Based Pension AGEST Pension CareSuper Pension Equipsuper Account ...

Westpac shines with $6.5bn full year profit

JOHN MCDULING  |  WEDNESDAY, 3 NOV 2010
... payout ratio of 71 per cent. "We know the important contribution our shares, and particularly our dividends, make to the retirement savings of many Australians," chief executive Gail Kelly said. The result was lifted by a sharp decrease in impairment ...

Platforms control market, not advisers

ALEX DUNNIN  |  WEDNESDAY, 3 NOV 2010
... are now the fastest growing segment while investment platforms, which normally battle it out for fastest growth with retirement platforms, dropped to last place. Rainmaker said BT Financial group, including Asgard, is again the largest platform administrator ...

PIMCO Aus adds investment specialist

JOHN MCDULING  |  TUESDAY, 21 SEP 2010
... team. Dale will work with the financial planning sector to increase understanding of fixed interest for investors in retirement, and will also target the expansion of PIMCO's presence in the platform and wrap markets. He will report to Peter Dorrian ...

Retirement specialist joins ING from BT

JOHN MCDULING  |  MONDAY, 30 AUG 2010
... 10 years at BT financial group, where he was involved in a variety of initiatives, including the product development of BT wrap and BT super for life, as well as head of product & research for Westpac financial planning. A spokesperson for ING said the ...

Market Wrap - Morning

AAP  |  WEDNESDAY, 4 AUG 2010
... Ltd release first half results, and West Australian Newspapers Holdings Ltd releases annual results. AMP launches its retirement adequacy index in Sydney. Wesfarmers managing director Richard Goyder delivers a briefing at an American Chamber of Commerce ...

Former St.George WM chief quits BT

COMPANY RELEASE  |  MONDAY, 12 APR 2010
... be based on a flatter structure, said Cooper. A new business focused specifically on superannuation, investment and retirement will be led by David Lees, who returns to BTFG's executive line-up after two years in leadership roles for Westpac's St.George ...