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Financial planning
Australian Unity acting managing director Murray Campbell has confirmed a new group managing director is due to be appointed in the next few days, following on from the a...
Financial planning
Tower Financial Services will merge the distribution arms of its life investments and trustee (portfolio management) operations into one group from today....
Financial planning
Australian Unity acting managing director Murray Campbell has confirmed a new group managing director is due to be appointed in the next few days, following on from the a...
Financial planning
The Lumley Life group has announced that it is looking to forge closer ties with financial planning groups in an effort to boost the distribution of its specialist life i...
Financial planning
AM Corp has confirmed that it will wind down its troubled Diversified Traded Policies (DTP) Fund over a five year timeframe after a tumultuous nine months in which the gr...
Financial planning
As a financial planning practitioner I have seen significant change to the industry in terms of consumer expectations, product design and flexibility, educational standar...
Financial planning
Aside from the obvious benefits to shareholders, mergers and acquisitions of life companies also bring a portfolio of highly profitable business to the buyer. The key to ...
Financial planning
Master trust fee levels will ultimately be determined by investors, through innovations such as Colonial’s FirstChoice master trust. KATE KACHOR reports....
Financial planning
While master trusts and wraps make administration easier, they have also added another level of fees. JASON SPITS examines who gets what in the platform fee carve up....
Life/Risk
The Australian Prudential Regulation Authority (APRA) has issued Prudential Standard (PS) 3 aimed at prolonging the life of actuarial standard 6.01 (AS6.01) which require...
Financial planning
AXA has joined the fray to win dealer groups’ back office business with the launch of Jigsaw Support Services....
Financial planning
The sale of immediate annuity life insurance products have slumped to their lowest level since being made exempt from the social security assets test in 1998, the latest ...
Financial planning
Australian Unity group managing director and chief executive officer Mark Sibree has stepped down from the top post effective immediately after the group announced change...
Financial planning
The Norwich Union group has teamed up with Australia’s largest independently owned dealer group, Professional Investment Services (PIS), to distribute its flagship master...
Financial planning
The Professional Investment Services (PIS) dealer group is close to signing two joint venture deals with major institutional players in both Canada and America....
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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...