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Life/Risk
A group of financial planners in Mexico are completing life insurance sales within 15 minutes of a client walking through their door, according to CommInsure business gro...
People & Products
ING Australia has announced the appointment of Greg Dunger as general manager of RetireInvest, following the resignation of George Haramis earlier this year....
Financial planning
ASIC has proactively followed up the main findings of its shadow shopping survey regarding superannuation choice with some suggestions for licensees on how to address the...
Superannuation
Western Australian-based dealer group Wealthsure has entered into an agreement to use Multiport software in the administration of its clients’ self-managed superannuation...
Financial planning
Australian Financial Services is now standing on its own two feet as an independent dealer group, following its 39.7 per cent shareholding buy-back from Zurich Financial ...
Financial planning
Australian Securities and Investments Commission (ASIC) chairman Jeffrey Lucy has defended the regulator’s enforcement of financial services laws after its shadow shoppin...
Financial planning
Financial planners have received another bad rap from the corporate regulator, with its latest shadow shopping report concluding that close to one in five advisers gave u...
Financial planning
Research house Plan for Life has announced the launch of a new online life insurance quotation service, which will be made available to dealer groups and risk advisers....
Financial planning
MLC has launched a new version of its MasterKey platform that contains no commissions, aimed at supporting advisers who conduct the majority of their business on a fee-fo...
Financial planning
The Financial Planning Association (FPA) is cracking down on conflicts of interest and the use of commissions to improve the profile of the industry, and increasingly con...
Financial planning
Remuneration levels, reasonably priced professional indemnity insurance, good training facilities, product research and technical support are the five top criteria financ...
Life/Risk
Genesys has created a new list of preferred insurers, following a form tendering process, and announced that the six companies to be included are Asteron, Aviva, CommInsu...
Financial planning
Liquidators have been appointed to wind up Westpoint Corporation following an application by ASIC to have the company shutdown on grounds of insolvency....
Financial planning
Agribusiness investment schemes have been gaining greater acceptance with financial planners in recent years. Money Management spoke to a number of advisers and dealer gr...
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...