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Showing 3191 - 3200 of 3940 results for "USI"

Gen-Y in a bottle

MICHELLE BALTAZAR  |  TUESDAY, 28 JUL 2009
Banks and super funds run the risk of losing their Gen-Y members, who will represent half of their membership base in 10 years' time, if they don't drastically change their communication channels today. Rocky Scopelliti, a senior executive at Telstra ...

Capstone FP eyes more practices

MICHAEL HOBBS  |  TUESDAY, 28 JUL 2009
Capstone Financial Planning is using the dealer group's independent label to attract more financial planning practices to its ranks - with over 10 practices expected to join in the next 12 months. Grant O'Riley, managing director at Capstone Financial ...

Aviva insurance in super business jumps 12pc

COMPANY RELEASE  |  THURSDAY, 23 JUL 2009
Aviva's new lump sum protection policy business has risen by almost 12 per cent over two years to almost 15 per cent - reflecting a growing trend for customers to get insurance through super. Lump sum protection policy new business has grown from around ...

IT dept holds key to cost cutting

COMPANY RELEASE  |  THURSDAY, 23 JUL 2009
Super funds and fund managers could reduce their cost base through technology after research found cloud computing can save more than $12,000 a year in electricity bills. A NetSuite sustainability impact survey and using information from a study by ...

Australian Ethical closes World Trust

MICHAEL HOBBS  |  THURSDAY, 23 JUL 2009
Australian Ethical Investment has closed the firm's World Trust, redirecting investors to a similar trust that offers lower fees and requires a lower minimum investment amount. The firm said no further investments into the World Trust would be accepted ...

CommInsure launches insurance WriteAway

MICHELLE BALTAZAR  |  WEDNESDAY, 22 JUL 2009
CommInsure has launched WriteAway, a new straight through processing platform for risk insurance that could provide financial planners with an underwriting decision within 20 to 30 minutes. The group said that following a review of existing insurance ...

Planners prepare for retirement shock

MICHELLE BALTAZAR  |  MONDAY, 20 JUL 2009
For all the debate on adviser fees, the future of planners might actually hinge on their soft skills and how well they serve the most influential generation of our time - the baby boomers - predicts a planning expert. Paul McKeon, founder of a business ...

GFC spurs DB plans commitment

RUTH LIEW  |  MONDAY, 20 JUL 2009
If you think the GFC had pushed pension funds away from defined benefit plans, think again - more than 70 per cent of fund executives have no intention of changing their DB plan structures. A new survey by Towers Perrin and SCO noted that while the ...

AFA renews call to restrict 'financial adviser' term

PRESS RELEASE  |  FRIDAY, 3 JUL 2009
The Association of Financial Advisers (AFA) is again calling for Treasury to restrict the term 'financial adviser' amid a barrage of negative media reports on the planning industry. Richard Klipin, chief executive of the AFA, said the term 'financial ...

Plug the information gap: SimCorp

MICHELLE BALTAZAR  |  FRIDAY, 3 JUL 2009
Super funds could do more than rely on their custodians to manage their investment data, with one tech firm highlighting the benefits of taking the job in-house, ahead of APRA's more extensive data collection later this year. Historically, super funds ...