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Financial planning
There is too much focus on product branding in financial services, says Geoffrey Duguid, and not enough on services....
Financial planning
The Joint Parliamentary Committee inquiry into commissions on risk products has veered away from recommending mandatory disclosure rules for risk advisers, warning that t...
Financial planning
Advisers using a fee-for-service model of financial planning remuneration could face increased professional indemnity (PI) insurance burdens, according to prominent plann...
Life/Risk
Software and information supplier Investment Data Technologies (IDT) will now offer general insurance research, quotation and electronic policy fulfilment capabilities as...
Financial planning
NSW-based financial planners will avoid the added burden of payroll tax due to an ‘imminent’ ruling by the NSW Office of State Revenue (OSR) that will recognise planners ...
Financial planning
A national scheme of professional standards legislation will lower the cost of professional indemnity (PI) insurance and remove restrictions on the services offered by fi...
People & Products
The former head of implemented consulting at JANA Investment Advisers, Simon Ibbetson, has been named as the new head of Assirt Research....
Financial planning
AMP and PricewaterhouseCoopers (PwC) today launched Magnify Financial Planners, a new dealer group catering to the specific needs of chartered accountants considering exp...
Financial planning
The Financial Planning Association (FPA) has criticised the Australian Competition and Consumer Commission’s (ACCC) Public Liability and Professional Indemnity Insurance ...
Life/Risk
As Rhonda Virtue writes, it is essential that members are educated about the impact of choice on insurance....
Financial planning
Insurer Rural & General Insurance Broking has attracted more regulatory attention, this time from the Australian Securities and Investments Commission (ASIC), over concer...
Financial planning
Wesfarmers is privy to and concurs with UK-based Edward Lumley Holdings (ELH) attempts to sell off Lumley Life prior to the Perth group’s planned purchase of the Lumley G...
Financial planning
Lumley Life will become a fully owned Australian entity by the end of the month after Wesfarmers, one of Australia’s largest public companies, revealed it will conclude t...
Financial planning
MLC and electronic platform provider InvestmentLink have signed a deal that will enable the MLC group to widen its platform’s reporting capabilities to include products f...
Accounting
AMP and PricewaterhouseCoopers have combined to launch a new dealer group catering to the specific needs of chartered accountants considering expanding their service offe...
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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...