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Showing 12311 - 12320 of 18278 results for "Plan"

Zurich adds two to tele-underwriting team

PRESS RELEASE  |  WEDNESDAY, 28 JUL 2010
Zurich Financial Services Australia has added more resources to its tele-underwriting team following a rise in demand from financial planners for the service. The firm has hired Pam Fitzgerald and Shayne Fortune to the team. Fitzgerald joins from a ...

Planners risk buying bad businesses

RUTH LIEW  |  WEDNESDAY, 28 JUL 2010
It's a seller's market for financial planners looking to put their firms on the auction block - but planning groups that do buy risk failure as many do not focus enough on their acquisition's investment returns, according to AXA. Speaking at an AFA ...

Market Wrap - Morning

AAP  |  WEDNESDAY, 28 JUL 2010
The Australian stock market is likely to open in positive territory after the Dow Jones Industrial Average experienced gains for the fourth consecutive day. At 0733 AEST on the Sydney Futures Exchange, the September share price index contract was up ...

AIA signs credit card insurance deal with Citibank

MICHAEL HOBBS  |  TUESDAY, 27 JUL 2010
AIA Australia has signed a five-year credit card insurance deal with Citibank - one of the biggest deals the insurer has scored since rebranding. The insurer joins MetLife Australia as a partner to Citibank's business that provides credit card insurance ...

Overseas pensions shine in communications

MICHAEL HOBBS  |  TUESDAY, 27 JUL 2010
... Project 2010: Getting Personal, Excellent DC pensions communications from around the world, was compiled because UK retirement plan members aren't engaged with their retirement savings. Spence Johnson, an investment marketing intelligence firm, was hired ...

Treasury bounces back to pre-crisis FUM

MICHAEL HOBBS  |  TUESDAY, 27 JUL 2010
Treasury Group's funds under management (FUM) rose more than 34 per cent to $14.7 billion in the year to June, close to its pre-GFC levels, after three of its fund managers attracted flows from institutional investors. The group's FUM increased by $3.7 ...

BTIM to expand income boutique

MICHAEL HOBBS  |  MONDAY, 26 JUL 2010
Just under two months after being promoted to BT Investment Management's (BTIM) head of income and fixed interest, Vimal Gor, said the firm plans to hire more investment managers and launch a new range of income funds. "We're hiring a few new people ...

AFA unveils chartered fin practitioners

MEDIA RELEASE  |  MONDAY, 26 JUL 2010
The Association of Financial Advisers has named its first eight Fellows of Chartered Financial Practitioners (FChFP), an accreditation program that works like a 'mini-MBA' for advisers. In a press statement released this morning, the AFA announced AFA ...

Structured prod issuers must disclose risks: ASIC

MICHAEL HOBBS  |  FRIDAY, 23 JUL 2010
The regulator is recommending issuers of capital protected and other structured or derivative products to clearly explain any counterparty risk and the limitations of the strategies to retail investors. The Australian Securities & Investments Commission's ...

FPA calls for award nominees

PRESS RELEASE  |  FRIDAY, 23 JUL 2010
The Financial Planning Association (FPA) is calling for nominations to recognise its long standing best and brightest. The FPA's Distinguished Service Awards recognise individuals that have contributed to the association and volunteered for work throughout ...