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Financial Planning

Magellan next gen boutique

ALEX DUNNIN  |  FRIDAY, 20 APR 2007
The launch of Magellan Financial Group (MFG) signals the dawn of the next generation of boutique financial services companies that are not just specialist manufacturers but integrated and sustainable businesses.

Trauma insurance to expand

ALEX DUNNIN  |  FRIDAY, 20 APR 2007
The ageing population and changing morbidity patterns will promote greater need for trauma insurance rather than traditional TPD cover, and unless group insurers respond they will miss out on a big product development opportunity.

AMP Capital goes for retail sustainability

CHRIS NICHOLLS  |  FRIDAY, 20 APR 2007
AMP Capital has launched its first retail sustainable share fund, giving retail clients access to their long-running Capital Investors' sustainable funds for the first time.

Asteron launches Lifeguard range with market-first PDS

CHRIS NICHOLLS  |  THURSDAY, 19 APR 2007
Asteron launched its new Lifeguard range of life insurance policies, showcasing reduced prices, four new options and a market-first compact "reference to web" PDS.

Simpler super needs complex planning

ALEX DUNNIN  |  THURSDAY, 19 APR 2007
Planners looking to help their clients make the most out of the Simpler Super reforms flowing from last year's Federal Budget had better get busy or they might miss the opportunities.

Orchard buys max Super

Orchard Funds Management has acquired max Super for an undisclosed sum ahead of fresh announcements regarding its diversified funds operations.

NZ mortgage brokers face 25 per cent income cut

WWW.THESHEET.COM  |  WEDNESDAY, 18 APR 2007
ANZ/National Bank is proposing to cut the upfront commissions it pays mortgage brokers in New Zealand to 45 basis points from 1 June.

Aviva signs away signatures

HAMISH MADDEN  |  WEDNESDAY, 18 APR 2007
Aviva has begun rolling out its time-saving underwriting platform Riskfirst, with advisers able to complete policies completely electronically and signature free.

Reverse mortgages jump 80 per cent to $1.5 billion

WWW.THESHEET.COM  |  TUESDAY, 17 APR 2007
Australia's emerging reverse mortgage market is growing at 80 per cent a year, the consulting actuary Deloitte Trowbridge reported yesterday.

Make retirement day count: Westpac FP

HAMISH MADDEN  |  TUESDAY, 17 APR 2007
When it comes to planning retirement, getting the exact date right could translate into a financial boost worth tens of thousands of dollars, said to Westpac Financial Planning.