WEEKLY WRAP: PEOPLE, PRODUCTS AND COMPANIES - TAL crowned Risk Provider of the Year

by |

New wealth management business for HLB Mann Judd Melbourne

Accounting firm HLB Mann Judd Melbourne has joined with financial adviser Andrew Lord to create a new wealth management division.

The division will operate under the name HLB Mann Judd (Vic) Wealth Management and will be headed by Lord who has over 15 years’ experience in financial services.

Lord started his career in funds management and broking before becoming a financial planner in 1997. He founded his own practice in 2002 which has now merged with HLB Mann Judd Melbourne.

Mark Pizzacalla, managing partner of HLB Mann Judd Melbourne, said the decision to expand into wealth management was one the firm had been reviewing for some time.

“We believe that offering quality financial planning and wealth management advice to clients is an important component of the overall services that we provide and we have therefore been looking for the most suitable partner to join us.” 

ASFA award winners announced

The best marketing and communications campaigns in the superannuation industry were recognised at the ASFA 2012 Communications Awards.

AustralianSuper secured the top award, Campaign of the Year, for its Lost Super Rollin campaign.

It also took home the Judges Selection Awards for Integrated Campaign of the Year and Excellence in Member Communications as well as the Popular Choice Awards for Best Use of Social Media and, again, Excellence in Member Communications.

Other winners were as follows:

  • Integrated campaign of the year
  • Popular Choice Award winner: Mercer, Money for Jam.
  • Judges Selection Award winner: Australian Super, Kick Start.
  • Excellence in member communications
  • Popular Choice Award winners: AustralianSuper, Lost Super Rollin and Retirement Benefits Fund Board, RBF 2011 Member Expos.
  • Judges Selection Award winner: Australian Super, Lost Super Rollin.
  • Best member statement
  • Popular Choice Award winner: InTrust Super, Super Revolution.
  • Judges Selection Award winner: InTrust Super, Super Revolution.
  • Best delivery of 'fine print'
  • Popular Choice Award winners: Cbus, Annual Report AND Plum Financial Services, New SuperKit.
  • Judges Selection Award winner: Telstra Super, Annual Report.
  • Best use of social media
  • Popular Choice Award winner: AustralianSuper, KickStart.
  • Judges Selection Award winner: legalsuper, Law Revue of the Year competition.
  • Excellence in public relations
  • Popular Choice Award winner: HOSTPLUS, Cook for Your Career.
  • Judges Selection Award winner: HOSTPLUS, Cook for Your Career.

BetaShares launches new fund

BetaShares has announced a listed managed fund aimed at investors who are finding it increasingly difficult to rely upon traditional exposures to cash, bonds or equities to deliver adequate income with reasonable levels of volatility

BetaShares Australian Top 20 Equity Yield Maximiser Fund is designed to provide investors with exposure to a portfolio of 20 blue-chip Australian shares, while providing an attractive income yield, paid quarterly, that exceeds the dividend yield of the portfolio of underlying shares alone. The fund also aims to provide lower overall volatility than the underlying share portfolio alone.

The fund’s approach is to hold a basket of the 20 largest ASX-listed securities (as represented in the S&P/ASX 20 Index) and, at the same time, to sell some of the upside share price potential of the portfolio in return for additional ongoing income.

TAL crowned Risk Provider of the Year

TAL is CoreData's Risk Provider of the Year in 2012, breaking a three-year winning streak by Asteron.

Macquarie received the silver, marginally in front of Asteron who took out the bronze.

The award is based on the provider with the highest weighted satisfaction among main users across the 11 categories measured.

“Winning this award is an honour for TAL and a testament to the efforts of our staff who go out of their way – on a daily basis – to deliver outstanding products and services to our advisers and customers,” said TAL Retail Life CEO Brett Clark.

"We congratulate the other finalists and thank our adviser partners who contributed to this award, and are as passionate about life as we are."

Bendigo and Adelaide announces $290m acquisition

Bendigo and Adelaide Bank has entered into a non-binding heads of agreement to acquire the loan book, certain investments, equipment finance assets and financial planning business of Southern Finance Group, totalling approximately $290 million.

The purchase will give Bendigo and Adelaide the opportunity to increase its marker in western Victoria and southeast South Australia where Southern Finance operates.

Subject to satisfactory due diligence, commercial arrangements and necessary consents, the bank expects to finalise a binding agreement before the end of this year.


read more > 1 2

WP forum is the place for positive industry interaction and welcomes your professional and informed opinion.

Name (required)
Comment (required)
By submitting, I agree to the Terms & Conditions