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Showing 11 - 20 of 38 results for "Lifeplan"

ClearView welcomes new strategic shareholder

KERRIE SYDEE  |  WEDNESDAY, 26 OCT 2016
A Japanese life insurance company has acquired a strategic stake in ClearView Wealth and has announced a collaboration partnership between the two companies. Sony Life Insurance (Sony Life) has agreed with Crescent Capital Partners to acquire a 14.9% ...

Investment bonds key to secure retirement

JAMIE WILLIAMSON  |  THURSDAY, 6 OCT 2016
... the future of superannuation and increased interest in investment bonds has contributed to its investment bond business Lifeplan now exceeding $2 billion in funds under management, advice and administration. Walsh believes significance of investment ...

Lifeplan increases investment bond options

DARREN SNYDER  |  THURSDAY, 7 JUL 2016
Investment bond specialist Lifeplan is rolling out eight new investment options and an additional rebate tier across its NextGen suite as part of a surging interest in the product. Head of Lifeplan, Matt Walsh, said proposed changes to superannuation ...

Lifeplan portal puts investors first

KERRIE SYDEE  |  MONDAY, 20 JUN 2016
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 ...

Women and Gen X happiest with advice

KERRIE SYDEE  |  TUESDAY, 10 MAY 2016
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 ...

Pengana grows team ahead of fund launch

LAURA MILLAN  |  MONDAY, 26 OCT 2015
... 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 ...

Young investors happier with advisers

DARREN SNYDER  |  FRIDAY, 1 MAY 2015
... 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 appoints national BDM

STAFF WRITER  |  WEDNESDAY, 1 OCT 2014
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 ...

New laws bring aged care advice into the spotlight

LAURA MILLAN  |  MONDAY, 7 JUL 2014
... 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.

Regulation blamed for perceived fall in advisers' ability

MARK SMITH  |  TUESDAY, 30 APR 2013