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FINANCIAL ADVISER
Financial planning
ASIC has accepted a permanent undertaking from an Adelaide-based financial adviser to permanently refrain from providing financial services....
Financial planning
ClearView Wealth has expanded into the independent financial adviser market with the acquisition of three IFA practices....
Financial planning
Mercer has completed a deal to provide Citibank Australia with research and an adviser portal. In a separate deal, Mercer is set to become an investment consultant to SFG...
Financial planning
IOOF has reduced the administration fee cap of DKN Financial Group's white-labelled BT Wrap product by 25 per cent, effective 1 May 2012....
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....
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...
Financial planning
Australian Financial Services Group (AFS) has announced the appointment of Mary Delzoppo as AFS Xplan site administrator....
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...
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 ...
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...
Editorial
Direct insurance is on the rise. Peter Smith discusses the ways in which financial advisers can adapt and stay relevant....
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...
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....
People & Products
After six years with CommInsure, Olivia Sarah-Le Lacheur has been appointed to head the company's national accounts portfolio....
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...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...