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Financial planning
Underwriters have one of the most difficult jobs in the industry – but how good are they really? Julie Bennett reports....
Life/Risk
When it comes to claims, the most cases assessed relate to disability income, and as Mike Taylor reports, it is an increasing trend....
Financial planning
The Association of Independently Owned Financial Planners (AIOFP) has negotiated a deal with insurance group AIG to offer its members significantly discounted professiona...
Financial planning
Australian retail investors will have access to investment portfolios created by van Eyk Research through a new listed investment company - Granite Three Pillars - when s...
Financial planning
John Wilkinson discovers there is a whole lot of rebating going on between platforms and dealer groups – but many platforms are shy about revealing the exact nature of th...
Financial planning
As an investment vehicle, pooled development funds (PDF) are not new. However, changes in the taxation of these funds has resulted in their revival. John Wilkinson report...
Editorial
Since opening its first office here in 1974, Deutsche is enjoying its decision not to own its distribution, with many of its products selling themselves with strong retur...
Financial planning
Australian Unity has broken through the $2 billion funds under management (FUM) figure for the first time, on the back of a jump in inflows early this year – up 100 per c...
Editorial
Macquarie Bank has recorded a record profit of $242 million after tax attributable to ordinary shareholders for the half year to September 30 2003, up 32 per cent on the ...
Editorial
National Australia Bank today recorded the highest ever net profit for an Australian bank following its announcement of a $3.96 billion net profit after significant items...
Financial planning
It was five years ago that the Top 100 Dealer Groups research first hit the financial services industry, tracking the changes of a growth industry. Jason Spits looks at t...
Editorial
Planners need to learn how to truly value the market, says Rob Keavney....
Financial planning
If the National Australia Bank is ultimately successful in nabbing AMP, it will unbalance the pillars of power says, Graham Rich....
Funds management
Australian equities were the stand-out performer when compared to other asset classes in the month of October, after the S&P 200/ASX finished up 3.2 per cent....
Financial planning
Risk selling is about selling relationships, not products. Julie Bennett and Freya Purnell report....
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MARKET INSIGHTS
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 ...