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INSURANCE
Financial planning
Australians are chronically underinsured – which should present great opportunities for advisers. Mike Taylor reports....
Financial planning
John Wilkinson covers a mock court case that details the fall-out when advisers fail to really know their clients....
Financial planning
The Financial Planning Association (FPA) is lobbying for changes to the Insurance Contracts Act to reduce the professional indemnity insurance problems currently plaguing...
Financial planning
Two Promina owned dealer groups – financial planning advice focused Cameron Walshe and life risk advice orientated Guardian Financial Planning - are to be rolled into one...
Financial planning
The financial planning arm of the Commonwealth Bank (CBA) is developing an “adviser academy” which it hopes will raise the standard of its advice business and attract a f...
Financial planning
The Centrestone Wealth Advisory group has significantly bolstered its risk advice capabilities through the appointment of two specialist risk advisers and is actively see...
Financial planning
Australia’s 40 registered life insurers have increased the total assets held collectively by nearly three per cent to $181.5 billion but lost out heavily on new premium i...
Financial planning
The Association of Financial Advisers (AFA) is seeking direction from Government, and in turn the Australian Securities and Investments Commission, on guarantees to prote...
Financial planning
Planners have next to no education in the area of direct property investment, which, according to some industry commentators, is a serious oversight. Mike Taylor reports....
Financial planning
With all the changes the Financial Services Reform Act (FSRA) has brought, what do you need in terms of education to become a financial planner? Julie Bennett reports....
Financial planning
By 2007, planners will need a degree in order to enrol in the CFP program, but is it asking too much? Julie Bennett reports....
Financial planning
Lonsdale Financial Group is aligning itself with general life insurance brokers in setting up a number of financial planning practices, which through a process of referra...
People & Products
Sealcorp chief executive Ian Knox has stepped down from the job after more than four years in charge, extending a string of departures from St George owned businesses....
Life/Risk
Financial planners are facing alarming personal liability risks despite having professional indemnity (PI) cover due to an influx of unauthorised foreign insurers accessi...
Editorial
What can you do to help protect your client’s assets following a marital breakdown? John Mazzotta says the answer may lie in binding financial agreements (BFAs)....
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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...