INSURANCE

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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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 4 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 4 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

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The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

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Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

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