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Financial planning
Risk products that don’t pay commissions – you’ve got to be joking. Refunding trail commissions – too hard....
Financial planning
The push by the government to change the face of the financial services industry has also included a change in the way planners are licensed and educated. David Chaplin e...
Financial planning
A national savings summit may sound somewhat grandiose but I believe it is now vital to Australia that the bell should be rung....
Superannuation
<B>The new adviser </B>For a number of years, self managed super funds (SMSF) have been considered part-time work for many financial planning professionals across Austral...
Financial planning
Investors can still take part in global markets by investing in their local multinational stocks, says Merrill Lynch Investment Managers head of investment strategy and r...
Life/Risk
The number of documented cases of people being refused insurance after being gene-tested has almost doubled since recent publicity about gene-testing according to directo...
Financial planning
One of the most well known faces in the life insurance industry, Alan Betts, has teamed up with South African life insurer Capital Alliance to launch Australia’s first ne...
Financial planning
Poor performance by AMP’s older style funds have dragged down the fund manager’s Morningstar overall rating to three stars....
Financial planning
The Strategist Group recently sat down and documented more than 100 different strategies that financial planners may implement when dealing with clients that have put in ...
Financial planning
Financial planning in South Africa has a history as long as financial planning in Australia – and despite the country’s political problems, business is booming. In the fo...
Financial planning
Lester Doecke has taken up the top life insurance job at Zurich Financial Services under a shake-up of the group....
Financial planning
Alan Cameron probably has the most unenviable job in the Australian financial services industry....
Financial planning
“Males make up about 70 per cent of our market, so females make up the other 30 per cent, but there may be a few dogs in there.” <I>E-trade’s Kerry Roxburgh mixes his met...
Life/Risk
Australia’s life insurance industry has failed to realise the full benefits of e-commerce and risks being swamped by its Internet savvy competitors....
Financial planning
Rod Atfield is to bring down the curtain on his 40 year career with Mercantile Mutual at the end of this year....
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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....