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LIFE INSURANCE
Financial planning
Australia’s funds management and life insurance groups are failing to live up to the expectations of financial advisers in key performance criteria, a new report claims....
Financial planning
The Financial Industry Complaints Scheme (FICS) has agreed to undergo major changes after an independent review called for a revaluation of its complaints handling proced...
Editorial
Deakin Financial Services has reported an operating loss of $776,403 for the first half of this financial year, and predicts this will increase to a loss of $1.2 million ...
Financial planning
The market for financial advice in Europe is highly fragmented according to a report by independent market analyst Datamonitor, with the UK leading the way in the indepen...
Financial planning
The Commonwealth Bank (CBA) has today revealed it made a $32.8 million payout to a departing senior executive of its Colonial First State funds management arm, at the sam...
Financial planning
Risk insurance has long been a wallflower at the financial planning party. Hampered by the depressing reality that the client may not be around to spend the benefit, risk...
Financial planning
When it comes to making lasting relationships with your clients, first impressions could be what makes or breaks your business. LUCIE BEAMAN reports....
Financial planning
Associated Planners is set to become the next Australian institution to make a move into the budding Asian financial services market, with the group preparing to sign off...
Financial planning
Trans-Tasman financial services group Tower has purchased a minority stake in the Mawson Group financial planning dealership just days after announcing a massive writedow...
Financial planning
If you need proof the last year was dominated by regulatory and industry issues, look no further than Joe Nowak....
Financial planning
FINANCIAL Planning consultant Paul Resnik is preparing to put his money where his mouth is with plans to launch a chain of financial planning offices....
Financial planning
One of the major trends of this year has continued unabated with Zurich and Invesco becoming the next financial services groups to cut employee numbers in an effort to dr...
Financial planning
Steve Newnham has been bumped up from the position of head of distribution investment and life business to group head of sales at Zurich....
Financial planning
The latest KPMG Insurance Industry Survey has predicted that 2002 will be a tough year for the life insurance industry, due mainly to weakening equity markets causing inv...
Financial planning
Life insurance premium inflows declined in the 12 months to the end of June despite surges in the group superannuation investment and risk markets, according to figures r...
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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....