Search Results | Showing 11 - 20 of 35 results for "Lifeplan" |
| | | Lifeplan, a specialist business of Australian Unity Investments, has launched an online investor portal to enable investors to monitor and transact online. The launch of the investor portal follows the successful uptake of the adviser portal in November ... |
| | | | Female investors and those aged under 45 are the most satisfied with their financial adviser, according the latest Lifeplan ICFS Financial Advice Satisfaction index. The Lifeplan ICFS survey, undertaken every six months in partnership with the University ... |
| | | | ... previous roles include key account manager at Equity Trustees and business development roles with Australian Unity's Lifeplan Funds Management and the BT Financial Group. Alex Keen will be regional distribution manager for New South Wales. Keen was previously ... |
| | | | ... investors' perception of financial advisers is generally positive and improving, according to a recent survey commissioned by Lifeplan. The April survey of 409 investors showed under-30s now sit second to over-60s in terms of adviser satisfaction with ... |
| | | | Lifeplan Funds Management has appointed Greg Bird to the newly created role of national business development manager. The position was created in response to increased demand from financial advisers for investment bonds. Bird was most recently business ... |
| | | | ... is equivalent to a 3.9% return on the $12,000 investment, in addition to what investment return is achieved," head of Lifeplan Funds Management Matt Walsh said. To read more about the aged care reform, read the FS Advice Aged Care issue. |
| | | | ... Elevate, TAL) Risk Product Innovation Award: MLC - Risk first Rapid (BT, Macquarie) Investment Bond: CommInsure (Austock, Lifeplan) Overall Annuity Provider of the Year: Challenger (CommInsure, BT) Long Term Income Stream: Challenger (CommInsure) Annuity ... |
| | | | ... satisfaction with their financial adviser has declined over the last six months, largely driven by men, according to the latest Lifeplan ICFS Financial Advice Satisfaction Index. It is the first time since 2007 when the survey was started, that there ... |
| | | | ... Adelaide's International Centre for Financial Services (ICFS) released its latest Financial Advice Satisfaction Index with Lifeplan Funds Management, delivering findings that client satisfaction has increased. The improvement of all three performance ... |
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