INSURANCE

Financial planning

An ex-financial adviser with Colonial Financial Services has been permanently banned from acting as a representative of a securities dealer for depositing clients’ funds ...

Financial planning

IOOF has indicated that it would tackle the issue of demutualisation, if its members should vote in favour of the proposal in April or May next year....

Financial planning

Life advisers are still a major force in planning and despite the impact of industry change their numbers have not declined. Simon Segal examines who held fast in the pas...

Financial planning

An examination of the Money Management Top 100 dealer’s survey rankings would suggest that the industry has shifted from a time of deals and jockeying for position to a t...

Editorial

Australian Unity has wrapped up the last financial year in a healthy state revealing that it made a record profit of $43 million based on good performance from its health...

Financial planning

The Insurance and Savings Ombudsman (ISO) has hit out at a New Zealand financial services firm, accusing it of undermining the credibility of its scheme in order to avoid...

Financial planning

Financial services group Harts Australasia may have left the financial services industry reeling in the past week with news of its collapse, however, it appears that the ...

Financial planning

The introduction of new privacy rules in December still holds uncertainty for parts of the industry, as ground rules are yet to be laid. Mike Taylor looks at the effects ...

Superannuation

One of the most difficult parts of the job that financial planners do is helping their clients to plan for the consequences of their death. It is safe to assume that most...

Superannuation

AM Corporation has won the tender to manage the Optus employee superannuation fund beating out seven other contenders to manage the 9000 member fund....

Financial planning

Royal and SunAlliance Financial Services has boosted its Queensland presence with the addition of three new business development managers operating out of the state and t...

Superannuation

Life insurance inflows grew by five per cent in the 12 months to the end of June, buoyed by a thriving individual superannuation investment market according to the latest...

Financial planning

Fund Managers are caught in relationship crossfire. The demand for greater performance and transparency is gathering momentum. Consumers and key players in the food chain...

Financial planning

Financial services consolidator Stockford will rollout its own financial services referral group next month, despite the groups latest loss of more than $5 million in hal...

Financial planning

Small dealer groups will be the fastest-growing sector of financial planning in the next five years, says industry commentator Tom Collins....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

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

1 month 3 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 ...

1 month 4 weeks ago
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. ...

1 week 3 days ago

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

3 weeks 4 days ago

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

2 weeks 5 days ago