POWERED BY MOMENTUM MEDIA
INSURANCE
Rate the raters
While risk companies have concerns about the processes and representation they receive from industry researchers, the researchers themselves have some gripes of their own...
Rate the raters
Life insurance houses have not damned the industry researchers but then again, as Jason Spits reports, they are not entirely pleased with what is available....
Financial planning
In the current financial planning industry, Paul Resnik argues that everyone is unhappy. But don’t worry – he has some solutions....
Financial planning
Lucie Beaman talks to advisers about the practical application of risk research....
Financial planning
Risk raters have been given a serve over the quality of their research by life houses and, as Craig Phillips reports, questions have been raised in the areas of transpare...
Financial planning
Western Australian financial services group BankWest has launched a new financial planning company - BWA Financial Services - targeting a broad spectrum of its existing c...
Editorial
Australian Unity is to double the size of its financial planning business and launch a new superannuation administration service by the end of October despite reporting a...
Financial planning
Capital Alliance Holdings Australia (CAHA) confirmed its $83.75 million acquisition of Lumley Life yesterday after having signalled its intent to purchase the group in la...
Financial planning
Professional Investment Services (PIS) has struck a deal with St George to offer banking services through the dealer group’s financial planning offices....
People & Products
Former Rothschild associate director and head of retail sales Chris Larsen has signed on with MLC in the new role of national manager for alliances....
Financial planning
MLC is not a fund manager, but a manager of managers, combining the expertise of 22 managers from around the world. Simon Segal reports....
Financial planning
When it comes to risk advice, matching up with an experienced life adviser is probably the way to go, says Mike Taylor....
Financial planning
Advance Funds Management has appointed ex-ING manager employer super Sue Mieog as its new head of product, a move which forms part of its strategy to offer differentiated...
Financial planning
Australian Financial Services licensees will be assisted in meeting the Financial Services Reform (FSR) Act PS 146 requirements following the creation of a new online ser...
Financial planning
Tower Australia has announced the closure of its annuity portfolio to new monies with the aim of sharpening its focus on core business, and has also appointed AMP Henders...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...