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Showing 31 - 38 of 38 results for "Lifeplan"

Merger plans for AUI and Lifeplan

COMPANY RELEASE  |  MONDAY, 11 MAY 2009
The $5.5 billion Australian Unity is planning to merge with Lifeplan Funds Management - a deal that would create a funds management group with more than $7 billion in funds under management. Australian Unity announced late last week that a merger proposal ...

Advisers award top insurers

MICHELLE BALTAZAR  |  THURSDAY, 26 FEB 2009
... Report. The inaugural winner was CommInsure for both the Investment Bonds Award and the Insurance Investment Bonds Award. Lifeplan took the gong for the Friendly Society Investment Bonds Award. Other Life Insurance Company category award winners were ...

Lifeplan keeps it in the family

MICHAEL HOBBS  |  THURSDAY, 2 OCT 2008
Lifeplan Funds Management developed a way for financial advisers to manage the wealth that is passed on to the next generation when a client dies. The retail funds management firm's NextGen Wealth Preserver is structured so the client's funds, upon ...

Fin advice satisfaction down

RUTH LIEW  |  FRIDAY, 13 JUN 2008
... small decrease in satisfaction with the advice they are receiving from their financial planners, new research shows. The Lifeplan ICFS Financial Advice Satisfaction Index decreased slightly from 74.3 six months ago to 73.2 in June. As a whole, there ...

Lifeplan appoints new solutions manager

RUTH LIEW  |  FRIDAY, 22 FEB 2008
Specialist investment firm Lifeplan Funds Management has appointed Alison Massey to the debut role of national adviser solutions manager. The new position was created as a result of investor demand of Lifeplan's specialised products. Massey was previously ...

Gen X and baby boomers clash on FP

MICHAEL HOBBS  |  WEDNESDAY, 21 NOV 2007
... divide between how retirees and younger investors perceive the performance of their financial planner. According to the Lifeplan University of Adelaide's International Centre for Financial Services (ICFS) Financial Advice Satisfaction Index, volatile ...

Start saving for education early: Lifeplan

With the total cost of education almost on par with the cost of an average suburban home, Lifeplan Funds Management has launched an education savings fund designed to help parents avoid future school expenses headaches. The group's Lifeplan Education ...

Funeral funds a picture of health

HAMISH MADDEN  |  TUESDAY, 8 MAY 2007
Lifeplan Funds Management has announced 16 per cent growth in funds under management for its funeral planning products, surging past the $300 million mark. The sector continues to grow and at present Lifeplan holds around 30 per cent market share. The ...
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