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Financial planning
Shadow Minister for Retirement Incomes and Savings Senator Nick Sherry told today’s Investment and Financial Services Association (IFSA) conference that a Labor governmen...
Financial planning
MLC HAS entered the ‘show and tell’ phase of its three year $200 million Amazon project designed to build a strategic advice platform and to make MLC a business and outso...
Financial planning
The professional indemnity crisis is hitting the financial services industry hard. GEORGE LIONDIS investigates what planners and dealer groups are up against....
Financial planning
One of the stumbling blocks for the industry in establishing a risk master trust has always been how to get the insurance groups on side. ALLAN BETTS gives an insurance p...
Financial planning
WHILE Associated Planners’ Solar product remains the only risk master trust product currently in the market, the news last month that Professional Investment Services (PI...
Financial planning
IF YOU as a financial services professional think consumers have some way to go in understanding the nature of investments and the provision of advice, get ready for a bu...
Financial planning
Will risk profiling stand up in the face of a liability claim? ROBERT KEAVNEY explores the strengths and weaknesses of risk profiling in an increasingly litigious busines...
Financial planning
Following his retrospective a month ago, TOM COLLINS looks forward and predicts what changes and trends will emerge over the next four years and the impact they will have...
Financial planning
The drought on the risk master trust front has been broken by the news that Professional Investment Services will launch a risk master trust product. FIONA MOORE reports ...
Life/Risk
Trauma insurance grew out of the early 80’s Critical Illness insurance developed in South Africa. Since that time this type of insurance has spread across the globe and i...
Life/Risk
American International Assurance (Australia) (AIA) launched Women’s SmartCover, a female crisis assistance benefit, this month. This introduction of a targeted women’s pr...
Life/Risk
Are you thinking that risk insurance is not the force it once was? Well it may be time to think again as the product that built the industry re-asserts itself. JASON SPIT...
Financial planning
THE ASSOCIATION of Financial Advisers (AFA) has negotiated a deal to find insurance cover for its members through the London-based Lloyds group in order to bypass the wor...
Financial planning
While the honeymoon is over between financial planners and accountants, the issue of estate planning has forced the two back together, throwing in solicitors for good mea...
Financial planning
Queensland-based stockbroking business Wilson HTM completely recreated its business in 1996, because it had to. Now six years later, it has bedded down the introduction o...
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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...