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INSURANCE
Financial planning
Downward pressure on fees in the industry continues with MLC and ING the latest heavyweights to signal better deals for consumers by both announcing a raft of changes to ...
Financial planning
Recent court cases have highlighted the risks in providing insurance advice. Col Fullagar writes on the issues of hindsight....
Financial planning
Trends in the risk market are set to mirror recent developments in the platform market through the introduction of a wider range of simpler products over coming years to ...
Financial planning
Listed financial services firm Snowball Group has forged its second advice alliance in as many months after announcing it has struck a deal with Sydney-based planning pra...
Financial planning
An industry scheme to provide planners with professional indemnity cover is close to being set up, but could be scuttled at the eleventh hour because of a reluctance by d...
Life/Risk
Bank backed providers Colonial and MLC continue to lead the new risk business race, but Prefsure - the subsidiary of South African insurance giant Capital Alliance Holdin...
Financial planning
New Zealand-based financial services firm Tower has suggested an end to its recent troubles after posting a strong full year result today, with the group now moving to co...
Financial planning
A trio of superannuation funds totalling collective assets of nearly $700 million and more than 13,000 members today announced their decisions to outsource the operation ...
Financial planning
The overwhelming majority of Australian companies - including financial planning businesses - do not have plans in place to deal with a major disruption to their operatio...
Financial planning
NZ-based general and life insurance firm Tower will seek to grow by acquisition using a $130 million cash payment it will receive next year from the sale of its wealth ma...
Financial planning
Australian Unity will accelerate its campaign to build its financial planning business in New South Wales after announcing merger plans with Grand United Friendly Society...
Financial planning
Financial planning groups in regional areas will face a stricter program of regulatory spot checks by the Australian Securities and Investments Commission (ASIC) after th...
Financial planning
It is not uncommon for country advisers to travel 600 kilometres to see a client. Julianne Dowling reports on financial planning on the land....
Financial planning
Australia’s prudential regulator is in a stronger position to monitor the banking, general insurance and superannuation industries thanks to receiving a significant boost...
Financial planning
A Sydney-based adviser who has built-up the funds under advice in his one-man business to $120 million over 24 years, has been acknowledged as the industry's best risk sp...
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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...