LIFE INSURANCE

Financial planning

Australia’s life insurance industry is more than five times as big as its next biggest rival competing to be recognised as the region’s financial services hub...

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....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 2 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks 1 day ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 2 days ago