AXA

Financial planning

AXA’s Summit master trust has been slammed by disgruntled advisers of financial planning group Monitor Money, with many regretting the decision to roll the Assure wrap se...

Financial planning

Advisers in AXA dealer groups will no longer have a remuneration bias to recommend AXA’s own funds management products under a raft of changes to the group’s fee model an...

Financial planning

The life insurance industry has recorded falls in single premium sales of 12 per cent for the 12 months to the end of June, according to research released by Dexx&r....

Financial planning

AXA has launched a scheme to buy clients from financial planners and pass them on to new planners using buyer of last resort principles....

Financial planning

Research house Assirt has issued a warning for the mortage funds sector claiming it is suffering from capacity constraints and a high weighting towards cash which has res...

Life/Risk

The Australian insurance industry must focus on product manufacture and marketing as too many people are both uninsured and under-insured, according to AXA’s financial pr...

Financial planning

The Australian population may be under-insured, reports Ben Abbott, but what’s more, Australians’ appetite for insurance appears to be lacklustre....

Financial planning

AXA is expected to receive a green light from the Federal Privacy Commissioner allowing it to honour the contractual agreements it has with its advisers, permitting them ...

Funds management

AXA Asia Pacific Holdings (AXA APH), with profit of $287 million, has more than doubled its performance for the six months ending June in comparison to last year’s $134 m...

Financial planning

AXA Asia Pacific subsidiary, NMMT, has given an enforceable undertaking to the Australian Securities and Investments Commission (ASIC) after its failure in lodging a roll...

Financial planning

AXA is to close its Altus dealer group as part of a rationalisation of financial planning brands....

Financial planning

AXA will offer both growth and value based funds into the retail market after kicking off a value style based Australian equity fund through Bernstein Investment Research...

Financial planning

AXA Financial Planning has used its localised planner support network and an internationally recognised brand to grow its planner numbers by over 300 in the past four yea...

Financial planning

Owned by AXA, Charter Financial Planning has seen significant growth over the past four years....

Financial planning

The fastest growing dealers are at the big end of town, but so are those with falling numbers. As Ben Abbott discovered, scale does not guarantee success....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 4 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 5 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 3 days ago