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Showing 12391 - 12400 of 18276 results for "Plan"

Aviva, AMP and CommInsure top insurance

RUTH LIEW  |  TUESDAY, 22 JUN 2010
Aviva has been named the overall leader in the life insurance sector, with AMP and CommInsure following close behind, new research from Investment Trends show. Investment Trends named Aviva, AMP and CommInsure as the benchmark setters in the life insurance ...

Perkovic pushes for FirstWrap market share

MICHAEL HOBBS  |  TUESDAY, 22 JUN 2010
Nearly six months since joining Colonial First State, Marianne Perkovic, general manager of distribution, is expanding the reach of CFS' FirstWrap platform by hiring a new head of platform sales and targeting SMSF planners. Perkovic said one of her ...

Investors turn to rev mortgages for income

MICHAEL HOBBS  |  TUESDAY, 22 JUN 2010
Australians are taking out a reverse mortgage to provide extra income, instead of using the extra funds to refurbish their house or go on holidays, a report found. Kevin Conlon, chief executive at the Senior Australians Equity Release (SEQUAL), said ...

ITM and Sequential partner for service

PRESS RELEASE  |  TUESDAY, 22 JUN 2010
Independent Transition Management (ITM) and Sequential Project Services have partnered to provide an enhanced service for wealth management firms looking to consolidate systems or products or outsource administration. ITM is a data specialist that assists ...

Telstra Super appoints Leggo as chairman

COMPANY RELEASE  |  TUESDAY, 22 JUN 2010
One of Australia's largest corporate super funds, Telstra Super, has appointed former AvSuper chairman David Leggo as its new independent chairman. Leggo starts on 1 July and has been appointed for a term of three years. The former long-serving chair ...

Lessons from US pension funds in crisis

MICHELLE BALTAZAR  |  MONDAY, 21 JUN 2010
An academic paper that warns five US pension funds could run out of money in less than 10 years due to chronic underfunding and poor returns serves as a precautionary tale for local investors. In a paper published last August titled 'The Liabilities ...

Fortitude launches retail offering

RUTH LIEW  |  MONDAY, 21 JUN 2010
Hedge fund manager Fortitude Capital is in talks with BT and Macquarie to include its soon to be launched retail offering, Aurora Fortitude Diversified Income Trust, onto their platforms. Sheriden Hure, senior portfolio manager at Fortitude Capital ...

Securitor tags AFG for mortgages

COMPANY RELEASE  |  MONDAY, 21 JUN 2010
Planning group Securitor has appointed Australian Finance Group as the provider of mortgage aggregation services to advisers. The deal will see AFG provide mortgage aggregation services to Magnitude and Securitor advisers. "Advisers should be identifying ...

AFA calls for top advisers

AFA RELEASE  |  MONDAY, 21 JUN 2010
Financial planning groups have until end of July to hand in their nominations for the 2010 AFA Adviser of the Year Award and the 2010 Rising Star of the Year Award by the Association of Financial Advisers (AFA). The Adviser of the Year Award, sponsored ...

NZ Commission gives AMP all clear

MICHAEL HOBBS  |  MONDAY, 21 JUN 2010
New Zealand's Commerce Commission has cleared AMP to buy AXA's Australian and New Zealand businesses. According to a Commerce Commission statement, the regulator considered the impact of the deal across wealth protection, retail funds management, wholesale ...