LIFE INSURANCE

Financial planning

The mission by the financial services giants to dominate the financial planning in-dustry is now complete. The Money Management Top 100 dealer group survey has revealed t...

Financial planning

The mission by the financial services giants to dominate the financial planning industry is now complete....

Financial planning

IRD casts eyes over life companies The Inland Revenue Department (IRD) is auditing several life companies as its review of the life insurance taxation regime steps up a g...

Life/Risk

AMP’s tempestuous union GIO is paying its first dividends with the combined group dominating the race for win new life insurance business....

Policy & Regulation

The Inland Revenue Department (IRD) is auditing several life companies as its review of the life insurance taxation regime steps up a gear....

Financial planning

Zurich Financial Services is to concentrate on organic growth to further develop its Australian business....

Financial planning

The superannuation choice of fund proposal has been on the Federal Government’s to do list since the Coalition came to power in 1996. And while the Government considers i...

Financial planning

IOOF's 30 per cent rise in funds under management during the last financial year has come from independent financial advisers, says managing director Rob Turner....

Financial planning

In a recent superannuation surcharge ruling, the commissioner of taxation opened a Pandora’s box when he talked of using reserves in a self managed superannuation fund (S...

Policy & Regulation

When it comes to business tax reform most of the headlines have been about capital gains tax (CGT) reform, accelerated depreciation and the lower corporate tax proposal....

Financial planning

AMP Financial Planning is probably Australia's biggest dealer group with about 1280 plan-ners. Samantha Walker steps inside the juggernaut to see what makes it tick....

Financial planning

The Life Insurance Conduct and Disclosure (LICD) Bill is back on the legislative agenda but under a different guise....

Financial planning

The Financial Industry Complaints Service (FICS) has become the first off the blocks in the race to sign up responsible entities to its scheme....

Financial planning

Financial services organisations are increasingly focussing their efforts on attract-ing the ‘pink dollar’. ...

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Life/Risk

Insurance bonds can still be a valuable investment tool and should not be ig-nored by financial planners, according to Mike Newton, director of Sovereign Funds Management...

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MARKET INSIGHTS

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

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

5 days 13 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 4 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago