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Showing 15251 - 15260 of 18297 results for "Plan"

PIS Beijing office a world first

CHRIS NICHOLLS  |  MONDAY, 23 APR 2007
... said. "China's economic boom has created a new breed of middle-class citizens, who are well aware of the need to astutely plan for their retirement. This new breed of wealthy, private Chinese citizen will be our target market," Bennetts said. PIS also ...

Capital First to pay broker commissions in 7 days

ALEX DUNNIN  |  MONDAY, 23 APR 2007
Mortgage lender Capital First will be paying commissions within seven days for brokers distributing their non-prime loans. Capital First is a wholly owned subsidiary of global mortgage lender GMAC-RFC Australia. The move means brokers will receive upfront ...

Mercer appoints advice operation manager

HAMISH MADDEN  |  FRIDAY, 20 APR 2007
Mercer Wealth Solutions has appointed a new financial advice operations manager. Vicky Ampoulos brings over 20 years industry experience to the newly established role, where she will collaborate with group stakeholders and clients to drive growth in ...

Midwinter appoints ex-Advance head of technical

HAMISH MADDEN  |  FRIDAY, 20 APR 2007
Financial planning software provider Midwinter Financial Services has appointed the former head of technical services at Advance Asset Management as their new general manager of strategy and technical services. Matthew Esler left Advance last year and ...

Magellan next gen boutique

ALEX DUNNIN  |  FRIDAY, 20 APR 2007
The launch of Magellan Financial Group (MFG) signals the dawn of the next generation of boutique financial services companies that are not just specialist manufacturers but integrated and sustainable businesses. MGF evolved in 2006 from the recapitalised ...

Trauma insurance to expand

ALEX DUNNIN  |  FRIDAY, 20 APR 2007
The ageing population and changing morbidity patterns will promote greater need for trauma insurance rather than traditional TPD cover, and unless group insurers respond they will miss out on a big product development opportunity. "People are living ...

AMP Capital goes for retail sustainability

CHRIS NICHOLLS  |  FRIDAY, 20 APR 2007
AMP Capital has launched its first retail sustainable share fund, giving retail clients access to their long-running Capital Investors' sustainable funds for the first time. Offered through AMP Capital Private Clients, the fund follows from over five ...

Canadian pension fund returns topping 14 per cent

ALEX DUNNIN  |  FRIDAY, 20 APR 2007
... performed extremely well," said Don McDougall, director of advisory services, RBC Dexia Investor Services. "The median Canadian plan has achieved 14.1 per cent pa over the past four years," he said. One year returns averaged 10.8 per cent, however. Driving ...

Asteron launches Lifeguard range with market-first PDS

CHRIS NICHOLLS  |  THURSDAY, 19 APR 2007
Asteron launched its new Lifeguard range of life insurance policies, showcasing reduced prices, four new options and a market-first compact "reference to web" PDS. The new range includes cancer cover, a pregnancy premium waiver, premium-free child cover ...

Simpler super needs complex planning

ALEX DUNNIN  |  THURSDAY, 19 APR 2007
Planners looking to help their clients make the most out of the Simpler Super reforms flowing from last year's Federal Budget had better get busy or they might miss the opportunities. Kate Anderson, head of technical services at Mariner Financial services ...