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Financial Planning

Medical insurance is as easy as ABC

Financial advisors will soon receive a guide of medical definitions developed by Aviva Australia.

Financial illiteracy prevalent

US author Thomas Garman has suggested the majority of consumers do not understand basic financial concepts and possess very poor money habits.

QIC strategist wins international gong

The John Hanson Memorial Prize in the US has been awarded to QIC head strategist Tony Day for his paper on the relationship between financial economics and actuarial practice.

The return of the Generator Income Notes

Macquarie financial services has launched the second series of its Generator Income Notes.

Mellon product business to SMF

SMF Funds Management (SMF) has boosted its funds under management and administration to over $6.8 billion from $4.8 billion after acquiring the Mellon Human Resources and Investor Solutions (Mellon HR and IS) product business.

MLC Advice Solutions gets new leadership structure

NAB's new regional business model has brought about a change in the leadership structure of MLC Advice Solutions.MLC's existing advice businesses management team will remain intact.

Exchange Traded Funds on the road

A national roadshow will be launched to highlight the benefits of exchange traded funds (ETFs).

REST buys ARF's share of farm

REST has purchased ARF's share of Warakirri farms increasing its stake in the property to 100 per cent.

Perpetual's Protected Australian Share Fund for Navigator

Navigator has included Perpetual's Protected Australian Share Fund (Perpetual Fund) as part of its Personal Investment Plan and Personal Retirement Plan services.

Zurich supplies more tools for life risk trade

The Zurich Life Risk Office Manager Kit consists of a summary of various life risk products, a step-by-step guide to effective underwriting, and instruction on how to use Zurich's interactive website exclusively set up for advisors.