INSURANCE

Financial planning

Lump sum or pension reasonable benefit limit? Scarcity or abundance? What do you recommend to your clients in relation to superannuation? Grant Abbott puts it to the test...

Superannuation

The changing face of superannuation has opened new markets for planners to service. While small scale super has been an easy target, Chris Kelaher examines how planners c...

Financial planning

Three developments in recent weeks point to an elevation of the financial planning industry onto the national political stage....

Financial planning

Caroline Saunders has moved into the newly created position of investments and insurance director at Sealcorp....

Financial planning

AXA Asia Pacific Holdings and Alliance Capital Management have signed an agreement to merge investment operations in Australia and New Zealand....

Financial planning

Phillip Matthews has been named as the first permanent chief executive the Financial Planning and Insurance Advisers Association (FPIA)....

Financial planning

The Colonial brand is set to disappear from the New Zealand financial services landscape....

Financial planning

Greg Kirk has taken over the helm at AMP Financial planning, following the promotion of incumbent Steve Helmich in August....

Financial planning

Tower Life has launched what it considers the first life insurance product to be available online....

Financial planning

Prominent financial services industry figure Kate Mulligan has taken on the role of director of marketing with Sealcorp....

Financial planning

New Zealand’s funds management industry says overseas-based fund managers may snare most of the business for the Government’s proposed superannuation fund....

Superannuation

Educated investors are no longer willing to put up with financial plans which don't meet their needs but advisers have ways to protect themselves as <B>John Wilkinson</B>...

Superannuation

While the Rolling Stones sang 'You can't always get what you want', that hasn't stopped planners seeking the ideal product. <B>JULIA NEWBOULD</B> examines what advisers a...

Financial planning

It’s like a ticking time bomb sitting beneath the financial planning industry. Tax legislation aimed at snaring IT and construction contractors has unintentionally caught...

Financial planning

One of Australia’s most established financial planning networks, Deutsche Bank Financial Plan-ning, is up for sale alongside Deutsche Funds Management (DFM)....

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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 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