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Showing 13111 - 13120 of 18280 results for "Plan"

AMP service speeds up underwriting

COMPANY RELEASE  |  WEDNESDAY, 5 AUG 2009
AMP has unveilled a new process to slash the time to access medical records, freeing up a major roadblock in the underwriting process. AMP chief underwriter Bernadene Gordon said that the new phone-based service, TeleDr, would dramatically reduce underwriting ...

How planners can cope with redundancy

RUTH LIEW  |  WEDNESDAY, 5 AUG 2009
... personal or social network. The book tackles understanding grief, building a support network, plotting out a financial battle plan and setting goals. The book, titled Between Jobs - A Redundancy Survival Guide, also features case studies, inspiring stories ...

Gupta joins AMP Capital board

COMPANY RELEASE  |  WEDNESDAY, 5 AUG 2009
AMP Capital Investors has appointed Ipac Securities co-founder, Peeyush Gupta, to the firm's board as an additional non-executive director. Aside from co-founding the financial planning group, Gupta was also chief executive at Ipac Securities for 12 ...

Intra-fund advice relief opens super funds to lawsuits

MICHELLE BALTAZAR  |  TUESDAY, 4 AUG 2009
Super funds run the risk of giving their fund members damaging financial advice if they don't address the "hidden traps" that come with the new intra-fund advice rules, warns a planning expert. Last month the federal government endorsed ASIC's decision ...

Advisers put LPTs back on watchlist

RUTH LIEW  |  TUESDAY, 4 AUG 2009
The increasing numbers of capital raisings and a bounce back in value of the LPT sector is drawing more advisers to LPTs again. Linden Toll, executive director at LMW Invest, said while retail investors are still wary about returning to the LPT market ...

Decimal targets super intra-fund advice

MICHAEL HOBBS  |  TUESDAY, 4 AUG 2009
Financial planning software provider, Decimal has teamed up with two super funds to allow the funds to provide intra-fund advice cheaper and more effectively. Jan Kolbusz, managing director at Decimal, said the firm is working with super funds to allow ...

UCSuper appoints IUS as insurer

RUTH LIEW  |  TUESDAY, 4 AUG 2009
The Uniting Church Superannuation Plan has appointed International Underwriting Services as its new insurer. UCSuper, which had $244 in funds under management at 31 December last year according to Rainmaker Information, signed a deal to bring on IUS ...

Planners lose staff but not for long

RUTH LIEW  |  TUESDAY, 4 AUG 2009
Nearly 40 per cent of financial planning businesses have lost staff in the last eight months, new research shows. According to figures by eJobs, 39 per cent out of 116 respondents said they had lost staff since November. These staff were let go by retrenchment ...

Count buys Evolution Advisers

COMPANY RELEASE  |  TUESDAY, 4 AUG 2009
Countplus has made its eleventh acquisition through a 25 per cent share purchase in planning firm, Evolution Advisers. Countplus, part of the ASX-listed Count Financial Limited, announced the acquisition details yesterday. Evolution Advisers has been ...

MLC wins life insurer of the year

COMPANY RELEASE  |  MONDAY, 3 AUG 2009
... businesses." NAB, which owns MLC, bought Aviva Australia's Navigator business in June this year which at the time and according to Plan for Life figures created a life insurance provider with the largest total risk premium inflows.