INSURANCE

Financial planning

The Victorian based Australian Financial Services (AFS) dealer group is making a considered push to set up a master trust exclusively for risk insurance products....

Financial planning

Australian Unity is to expand its membership base to include investors in its unit trusts and property syndicates....

Life/Risk

By structuring the ownership of personal life insurance policies via superannuation, it may be possible to fund such premiums from pre-tax earnings, says Andrew Lowe....

Financial planning

Does a three-month pick-up in the employment market signal a resurgence in employment opportunities in the financial services sector through 2004?...

Financial planning

The number of complaint schemes operating in the industry is set to shrink. John Wilkinson reports from the inaugural Financial Industry Complaints Service (FICS) confere...

Financial planning

The Financial Services Reform regime is creating demand for planners with a different skill set. Mike Taylor and Lucie Beaman report....

Financial planning

Question: Are insurance bonds still a viable alternative to invest for children? I recall that the taxation treatment of insurance products such as bonds and endowment po...

Life/Risk

The Federal Government is accusing both the Federal Opposition Australian Labor Party and the Australian Democrats of creating greater uncertainty in the insurance market...

Funds management

Macquarie Direct Property has launched a commercial property syndicate based on its conviction the sector is on the verge of rebounding strongly from a 30 year low....

Funds management

Nine months into a two-year recovery strategy, Tower Limited is back in the black having posted a $4.87 million profit for the six months ended September, 2003....

Financial planning

Careful and considered planning has cleared the road ahead for Royal Automobile Club of Victoria Financial Services, says John Wilkinson....

Financial planning

Paul Resnik calls on the industry to bring common sense back into financial planning training and practice....

Financial planning

How well do the Australian and New Zealand life insurance markets stack up against each other? Mike Taylor investigates....

Financial planning

The life insurance industry had gone off the rails. But, as Jason Spits writes, fortunes are slowly turning as it returns to its core competencies....

Financial planning

Some of the new tricks are not being picked up in the risk insurance market which, as Lucie Beaman reports, means advisers may be in for another troublesome run with insu...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 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 3 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 1 day ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 6 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 4 days ago