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Financial planning
ASIC is still closely monitoring the use of financial planning dealer groups’ approved product lists to ensure they do not give rise to investment advice that is given wi...
Life/Risk
Zurich Financial Services has introduced a new online application service for its Ezicover life insurance product aimed at giving dealer groups and other distribution par...
Financial planning
Property fund managers need to boost their knowledge of how financial planners think if they are to achieve good distribution of their products, a new report has found....
Financial planning
Laing Advisory has launched a subscriptions-based online life risk insurance resource service targeted at both investment planners and risk advisers....
Financial planning
In an effort to demystify life insurance, Zurich has thrown away traditional thought patterns and by the end of the year will have launched a new product designed to revo...
Financial planning
Demands for greater transparency in financial planning is depriving lower income groups of access to financial advice, a leading financial services executive has argued....
Financial planning
Boutique dealers will need to have more than 100 advisers to remain profitable, according to a new costs and revenue survey of financial planning dealer groups....
Financial planning
While financial planning software hardly sounds like an area you would expect to find participants slugging it out, that’s exactly what is happening. It’s proving to be a...
Financial planning
While the planning software market appears to have settled down into something akin to trench warfare, there are still some players making forays into open territory....
Financial planning
Professional Investment Services (PIS) is considering whether to settle with clients who lost money in Westpoint’s failed investment schemes rather than face court, acco...
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....