FINANCIAL ADVISER

Financial planning

AXA’s Tasmanian dealership services manager Kate Stephenson has left the group to join Deloitte Financial Services....

Financial planning

Zurich Financial Services has added an interactive e-mail component to its web site but has stated it will not use the service to provide advice or sell products....

People & Products

AXA’s Tasmanian dealership services manager Kate Stephenson has left the group to join Deloitte Financial Services....

Financial planning

Some investors are more willing to consider a fund’s ethical focus with financial performance a lesser priority when it comes to investing outside the family home accordi...

Superannuation

Zurich Financial Services has added an interactive e-mail component to its web site but has stated it will not use the service to provide advice or sell products. Superan...

Financial planning

Consumer demand for quality financial advice will outstrip supply within five years, according to Zurich national manager, business development, Bob Ossey. ...

Financial planning

Consumer demand for quality financial advice will outstrip supply within five years, according to Zurich national manager, business development, Bob Ossey. Speaking at ...

Financial planning

A terminally ill man is suing Norwich Union Life Insurance and his financial adviser because Norwich terminated his near $1 million policy after discovering he had cancer...

Financial planning

All financial advisers need to manage their clients' emotions, expectations and economics - the 3Es. Once the 3Es are managed, the rest will fall into place. An invest...

Financial planning

The Labor Party will support the reforms outlined in CLERP 6 subject to a few amendments which will probably delay its introduction, says shadow minister for financial se...

Financial planning

Last month, a former Perth financial adviser was sentenced to the second longest jail term of any financial adviser in Australia when he was sentenced to 10 years behind ...

Financial planning

A WestpacTrust advertisement in New Zealand promising free advice from staff trained in savings and investment has angered many in the NZ financial planning industry....

Financial planning

Connelly Temple has been pulled up by the Australian Securities & Investments Commission (ASIC) over the wording of a brochure promoting its range of life in-surance prod...

Financial planning

Former Perth AMP financial adviser Anastasis Darcy Papas has been sentenced to 10 years jail on stealing and fraud charges totally $703,000....

Financial planning

The Australian Securities and Investments Commission (ASIC) is firing up its ef-forts to discourage investors from investing in dodgy tax driven investments....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 month 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

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

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

4 weeks ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

2 weeks 6 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

1 week 5 days ago