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LIFE INSURANCE
Superannuation
Good estate planning aims to preserve and transfer your wealth to the next generation as tax effectively as possible. One of the tools that can help clients achieve this ...
Life/Risk
The Association of Financial Advisers (AFA) have hit out at comments by the Australian Consumers’ Association (ACA) financial services senior policy officer Catherine Wol...
Financial planning
Financial services company Navigator will be providing a low cost service to assist securities dealers and life insurance brokers obtain Australian Financial Services Lic...
Financial planning
As the call for professional standards echoes around Asia, various industry bodies are lining up for a piece of the action. Ben Abbott reports....
Financial planning
Tower Australia has appointed John de Zwart as its new chief financial officer, reporting to chief executive Jim Minto and the Tower group’s chief financial officer, Will...
Financial planning
The ANZ Banking Group could be making the move from the BT Wrap to ING MyWrap for its Private Clients division, according to the ING group....
Financial planning
Major banks will have to seriously rethink their strategies following disappointing earnings from their wealth management arms. Lisa Bowman reports....
People & Products
Colonial First State (CFS) chief executive John Pearce became the latest addition to the Investment and Financial Services Association (IFSA) board of directors after bei...
Financial planning
Tower Australia has appointed former Royal & SunAlliance general manager sales and marketing Ken Brewer as the new head of its recently restructured Pivotal dealer group....
Financial planning
AXA Australia is fully committed to rolling out the Ipac financial planning model in Asia despite the growing impact of Severe Acute Respiratory Syndrome (SARS) in the re...
Funds management
With over two decades in the game, dealer manager Michael Summers has always kept his practices ahead of their time. John Wilkinson reports....
Financial planning
Norwich Union could soon introduce additional life insurance products to its Navigator platform after noting a recent resurgence in market demand for these previously out...
Financial planning
Tower Australia has reinforced its move back into the risk insurance side of the industry with the appointment of two senior executives in the group’s sales and distribut...
Financial planning
A leading investment management association and a high profile life insurance association in Europe have joined together to voice opposition to the proposed introduction ...
Life/Risk
The outlook for the life insurance industry in Australia and New Zealand remains weak due to volatile investment markets and an uncertain industry environment according t...
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....