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INSURANCE
Life/Risk
The Australian Securities and Investments Commission (ASIC) has permanently banned a South Australian insurance broker for a series of deceptions, which included collecti...
Financial planning
Professional indemnity (PI) costs for some financial planners could plummet by as much as 25 per cent after the QBE insurance group announced significant cuts to its rate...
Financial planning
CPA Australia will reshuffle its financial planning services with Christopher Benson set to take over the role of financial planning manager from Kath Bowler....
Financial planning
In 2002 the humble brussel sprout was elevated to celebrity status in Australia’s retirement industry through NRMA and its offshoot, ClearView Retirement Solutions....
Financial planning
Advisers are often so busy looking after their clients’ best interests that they forget to adequately take care of their own, especially when it comes to protecting their...
Financial planning
Findings recently released by AXA Australia and Dexx&r into the level of under-insurance in Australia reveal that Australian women are chronically under-insured....
Financial planning
Controversy over soft dollar payments and conflicts of interest are threatening the financial planning industry. Money Management invited some of the industry’s leaders t...
Financial planning
Australian risk insurer PrefSure Life believes it will be business as usual despite the imminent sale of its South African parent Capital Alliance Holdings to insurance g...
Financial planning
Recent ‘Point of View’ comments on the future of ‘networks’ by Ray Miles and Paul Brown (MM September 9, August 26) raise some interesting challenges and concerns for ins...
Editorial
Retail investors are diving into option trading, writes Dominic McCormick. But will they be out of their depth when markets take a plunge?...
Superannuation
Tribeca’s Jason Menzies answers your questions in-depth....
Financial planning
With a Coalition Government not only returned to power, but also set to gain control of the Senate, what is the outlook for superannuation?...
Financial planning
Michael Migro had a stellar career in Australia, but when he joined Principal Global Investors in the US, the world got a whole lot bigger. Freya Purnell reports....
Financial planning
Tower’s decision to opt for a float of its wealth management arm instead of a trade sale was driven in part by a legacy agreement between its dealer group, Bridges Financ...
Financial planning
Inadequate professional indemnity (PI) insurance is proving a major compliance hurdle for financial planning dealer groups, the Australian Securities and Investments Comm...
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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...