DEATH

Financial planning

With small financial advice firms vulnerable to key person risk, there can be a tangible monetary cost to a practice’s value if the owner dies suddenly. ...

Financial planning

About 90% of Australians believe end-of-life planning is important according to new research, but two-thirds have flagged challenges that are preventing them from taking ...

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Life/Risk

Members are now able to obtain more insurance cover without the need for underwriting....

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Financial planning

The social distancing measures enforced by COVID-19 contributed to fewer deaths as Australia avoided the usual ‘hump’ of deaths in June and July. ...

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Financial planning

Nearly 20 per cent of Australians have not made a will nor plan to make one in the future, opening up the potential for confusion in the event of their death. ...

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Life/Risk

AMP Limited has sought to rebut claims made during the Royal Commission that it engaged in misconduct in its deduction of superannuation fund members’ insurance premiums ...

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MARKET INSIGHTS

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

1 month 2 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 2 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 3 weeks ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

6 days 16 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

3 weeks 5 days ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

3 weeks 4 days ago