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Showing 1251 - 1260 of 1758 results for "Financial Planners"

Zurich upgrades insurance suite

COMPANY RELEASE  |  WEDNESDAY, 1 APR 2009
... with certain illnesses and the income replacement policy now covers 38 different medical conditions. To ensure financial planners are comfortable with the improvements and the product, the firm launched new quote software, Life Xpress. According to the ...

ANZ sheds planning staff

MICHAEL HOBBS  |  WEDNESDAY, 1 APR 2009
... spokesperson. "ANZ remains committed to the growth of its wealth business including around 300 ongoing roles for financial planners." ANZ released a media statement regarding media speculation around job losses and offshoring in March this year. The ...

Tech unclogs insurance bottlenecks

MICHELLE BALTAZAR  |  TUESDAY, 31 MAR 2009
Insurance underwriting will become less of a headache for financial planners after key insurers introduced automated underwriting into their products, a major leap from the days of error-prone rate books and simple quotation software. Only three years ...

Caravan parks deliver high income

MICHAEL HOBBS  |  MONDAY, 30 MAR 2009
Caravan park funds are shaping up to be a fresh option for financial planners looking for income-producing products after Aspen Parks Property fund returned more than eight per cent in income last year. According to the firm's December fund report ...

Bankwest cuts 400 staff

MICHAEL HOBBS  |  MONDAY, 30 MAR 2009
... Bankwest's financial planning arm was launched in December 2007 and by May last year Reid said the bank had 17 financial planners based on the west coast and 10 on the east coast. He said the bank was on schedule to have a financial planner in every ...

Coin makes marketing easy

COMPANY RELEASE  |  THURSDAY, 26 MAR 2009
Coin is turning financial planners into graphic artists and marketing gurus after the technology firm added a new module that lets financial planners develop a stylish tailored marketing campaign. The Campaign Management Module allows financial planners ...

Austock appoints Youssef

COMPANY RELEASE  |  MONDAY, 23 MAR 2009
... corporate services manager at CMC Markets Asia Pacific where he managed existing relationships with stockbrokers, financial planners, banks and other business groups. He is also a frequent commentator on Channel 9, ABC, Bloomberg and CNBC. As head of ...

Acacia separates from Linear

MICHAEL HOBBS  |  TUESDAY, 17 MAR 2009
... around for many years so having that independence is important," said Cocco. The dealer group currently has five financial planners but is looking to hire more while maintaining its boutique operation. "We'd also like to bring on a few more advisers ...

Van Eyk enhances risk ratings

MICHAEL HOBBS  |  TUESDAY, 17 MAR 2009
... research. This enhancement follows Stephen van Eyk, the firm's managing director, highlighting the need for financial planners to thoroughly read the research reports before recommending a fund or product to clients at the Self Managed Super Fund Professionals' ...

Reverse core satellite approach: van Eyk

MICHAEL HOBBS  |  MONDAY, 16 MAR 2009
Financial planners should consider reversing the traditional approach to core-satellite investment strategy and adopt an "active" core and "passive" satellite tactic in bad markets, according to van Eyk. Stephen van Eyk, van Eyk Research managing director ...