FINANCIAL ADVISER

Financial planning

WHK has overhauled its risk APL, removing Comminsure and MLC while adding BT Life and Asteron to the existing stable of TAL, Zurich and Macquarie Life....

image
Financial planning

Financial Services Partners has launched a new initiative which it says is aimed at enhancing engagement with existing financial advisers at the same time as attracting n...

image
Financial planning

Australian Financial Services Group (AFS) has announced the appointment of Mary Delzoppo as AFS Xplan site administrator....

image
People & Products

ClearView has appointed Tony Smith state manager of Queensland and Tony Schiavello state manager of Victoria and Tasmania to take charge of promoting the company's life a...

image
Editorial

Boom years are long gone for the margin lending sector. Given that the improvement in the share market is one of the main catalysts for using margin loans, the sector is ...

image
Funds management

Bonds and equity share income funds provide some of the benefits associated with "risk-free" term deposits with the option for greater capital growth, Tyndall has told an...

image
Editorial

Direct insurance is on the rise. Peter Smith discusses the ways in which financial advisers can adapt and stay relevant....

image
Editorial

How do you keep a clear picture when the lines of life insurance are blurred? Damien Mu predicts that the distinctions that life insurance companies draw between group an...

image
Life/Risk

The Financial Services Council has announced it will consult with the industry on a policy to address the practice of churning in life insurance....

image
People & Products

After six years with CommInsure, Olivia Sarah-Le Lacheur has been appointed to head the company's national accounts portfolio....

image
Financial planning

TAL has upgraded its online financial adviser portal, the TAL Adviser Centre, with improvements to adviser online tools and functionality as well as product and underwrit...

image
Policy & Regulation

Those who argue opt-in is unnecessary fail to understand the nature of proposed FOFA reforms, according to Sydney University academic Joanna Bird....

image
Financial planning

A financial advice matchmaking service that seeks to match financial advice practices with dealer groups looking to acquire practices has been launched in Brisbane....

image
Financial planning

This is a great time for financial advisers to reflect upon the concept of change in itself, and review some truths about effectively managing change, writes Sue Viskovic...

image
Financial planning

ASIC's regulatory framework around financial planner education is changing, which means many planners will have to pull their socks up and hit the books. Chris Kennedy re...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks 1 day ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

4 weeks 2 days ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks 2 days ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

2 weeks 1 day ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

4 weeks 1 day ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 2 days ago