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Showing 3411 - 3420 of 3940 results for "USI"

CFP and Fin Wisdom upload Provisio

Ward Financial Group, part of Commonwealth Bank-owned dealer group, Financial Wisdom, has developed a software designed to reduce the onerous number crunching involved in Transition to Retirement (TTR) strategies. Provisio, developed by Barry Ward from ...

Hindsight strategy a winner: GSJBW

MICHAEL HOBBS  |  FRIDAY, 2 MAY 2008
Goldman Sachs JBWere (GSJBW) has released Keystone Funds - Series III, giving investors exposure to soft commodities, sustainable industries and two hindsight funds. Keystone Funds - Series III includes four fund options including Sustainability, Global ...

Aviva cuts accountants from insurance

MICHAEL HOBBS  |  FRIDAY, 2 MAY 2008
Aviva Australia has improved its medical and financial underwriting services by removing the need for financial advisers to include an accountant's signature, regardless of the sum insured. According to the firm, if the sum insured is less than $3 million ...

Managed accounts hold trumpcard

MICHELLE BALTAZAR AND RUTH LIEW  |  WEDNESDAY, 30 APR 2008
As investors get jittery about their portfolios after Opes Prime and Lift Capital's collapse, the inherent feature of investors retaining beneficial ownership of their shares has become a key selling point for separately managed accounts (SMAs), industry ...

Bad genes won't hurt insurance

MICHAEL HOBBS  |  TUESDAY, 29 APR 2008
A proposed government ruling in the US will prevent insurers and employers from discriminating against people based on their genetic test results. According to the Washington Post, the US Senate has passed the Genetic Information Non-discrimination ...

Adviser Edge seals another deal with van Eyk

MICHAEL HOBBS  |  MONDAY, 28 APR 2008
Retail investments researcher van Eyk will stop using the services of product researcher Aegis in favour of an extended relationship with Adviser Edge. The group said it ended its relationship with Aegis amicably, preferring instead to use one research ...

Advice that spans three generations

MICHAEL HOBBS  |  THURSDAY, 24 APR 2008
IOOF group has developed a service to help financial planners build a relationship with GenX and GenYers through their baby boomer parents. The Multi Generational Module will be available in the coming months and allows planners to develop an estate ...

Macq Life amps up FutureWise

RUTH LIEW  |  WEDNESDAY, 23 APR 2008
Macquarie Life has upgraded its FutureWise life insurance product suite, following feedback from and ongoing dialogue with financial advisers using the platform. Since its launch in March 2007, the Macquarie Life team has been working with advisers ...

Snowball buys Yarra Financial

MICHAEL HOBBS  |  WEDNESDAY, 23 APR 2008
Snowball Group has acquired Yarra Financial Group, which runs a $130 million funds under advice (FUA) financial planning practice and a separate accounting business. The deal means Yarra Financial Group's (Yarra) accounting and financial planning businesses ...

Quattro to distribute HK giant's products

MICHAEL HOBBS  |  TUESDAY, 22 APR 2008
Quattro Asset Management has come to an arrangement with Hong Kong non-bank financial services juggernaut, Sun Hung Kai Financial to distribute the firm's products to Australian investors. Sun Hung Kai Financial is a Quattro Asset Management stakeholder ...