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Showing 11831 - 11840 of 18276 results for "Plan"

Zurich recruits Macq Private Wealth head

ELISE BURGESS  |  FRIDAY, 18 FEB 2011
Zurich Investments has appointed three new members to its investment team, including the former head of money market at Macquarie Private Wealth. As an investment specialist, Angus Crennan will report to Patrick Noble, senior investments specialist ...

Snowball expands 'segmented advice'

ELISE BURGESS  |  FRIDAY, 18 FEB 2011
Snowball Group marks 2011 as another year of providing more services in the area of 'segmented advice' after posting a healthy increase in its half-year profits. Tony McDonald, managing director of Snowball, said the group is performing well as it prepares ...

Former IOOF sales head joins Bendigo

ELISE BURGESS  |  FRIDAY, 18 FEB 2011
Bendigo and Adelaide Bank has appointed a new head of wealth markets. Alexandra Tullio, formerly head of sales at IOOF for four years, will join to group next month. She will assist in the restructure of the bank's wealth product offering teams and ...

AMP rides subdued market with solid growth

ELISE BURGESS  |  THURSDAY, 17 FEB 2011
AMP has posted a slight increase in financial planner numbers, solid performance from its fund managers and higher inflows in super, according to full-year results announced this morning. AMP has recorded an underlying profit for the 2010 financial ...

DKN preps for growth despite profit fall

ELISE BURGESS  |  THURSDAY, 17 FEB 2011
DKN Financial Group presses on with its expansion strategy despite a fall in its profits in the half year, according to results released this morning. DKN recorded an increase in funds under administration, up 6.5 per cent to $7.9 billion since June ...

Media Super switches from Pillar to Mercer

ELISE BURGESS  |  THURSDAY, 17 FEB 2011
Media Super has appointed Mercer to handle the fund's day-to-day administrative services, transferring from its current provider Pillar. The partnership with Mercer, starting from 1 March, will allow Media Super to improve its member services with the ...

Morningstar signs $35bn research deal with CFS

MICHELLE BALTAZAR  |  WEDNESDAY, 16 FEB 2011
Researcher Morningstar Australasia has stolen the march on rival S&P when it secured a research agreement with Colonial First State, providing managed fund research and other services to planning groups with a combined $35 billion of funds under advice. ...

ASIC rules to fix disputes faster

ELISE BURGESS  |  WEDNESDAY, 16 FEB 2011
The Australian Securities and Investments Commission (ASIC) has released new regulatory guidance that will help financial planners and insurers settle simple disputes with their clients. The guidance issued today will affect financial services licensees ...

Telstra Super upgrades insurance

ELISE BURGESS  |  WEDNESDAY, 16 FEB 2011
Telstra Super continues to upgrade its insurance offerings with the most latest improvement designed to benefit members in same-sex relationships. The improvements are part of the fund increasing its level of insurance cover upon the occurrence of a ...

Century Funds vies to take manager role from Opus

ELISE BURGESS  |  TUESDAY, 15 FEB 2011
Century Funds Management will make a bid as manager and responsible entity of the Opus Income & Capital Fund No. 21, to be decided by vote on February 28. The fund manager, which has $900 million in invested property and funds, said that the major unitholders ...