POWERED BY MOMENTUM MEDIA
LIFE INSURANCE
Financial planning
It’s been almost a year since Mercantile Mutual changed its name to ING and acquired a new managing director, John Wylie. During that time, the company has made a splash ...
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...
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...
Editorial
The life industry has identified what the managed funds industry has long known, distribution is critical. Alexandra Cain examines how life companies will stake their cla...
Financial planning
Royal and SunAlliance’s (R&SA) recently developed financial services division has placed Wayne Baker into the newly created position of national sales manager....
Financial planning
The Mawson Group is to roll out its first master trust this week as its expansion plans start to come to fruition....
Financial planning
Advance Funds Management and Colonial First State picked up the bulk of the funds management gongs at last night’s Personal Investor Awards at Sydney’s ANA Hotel....
Financial planning
Life insurers implementing a licence under the Financial Services Reform Bill (FSRB) will have the assistance of a specialist conglomerate team....
Financial planning
Federal Budgets have many parts but the one that gathers the most attention is called tax. Jason Spits looks at the tax changes which will affect clients of planners....
Financial planning
In my last article I discussed the role of the financial planner and how the Financial Services Reform Bill (FSRB) does not equate advice with financial planning....
Financial planning
Genetic testing is likely to remain at the forefront of issues facing the life insurance industry over the next decade. Aaron Driver reports on how the major players are ...
Financial planning
Critical mass and a penchant for specialisation has propelled Trinity Financial Services forward as this North Queensland practice sets its sights on the road ahead. Nico...
Financial planning
The message repeated throughout the AMP annual general meeting today was that while global economies are showing weaknesses, AMP’s outlook for 2001 was positive....
Financial planning
Sealcorp has dumped Colonial First State and taken on Lumley Life as life insurance provider for the massive Asgard master trust....
Financial planning
The Association of Financial Advisers (AFA) has reacted strongly to the disclosure provisions of the Financial Services Reform Bill, claiming they are inconsistent and no...
Never miss the latest news and developments in wealth management industry
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....