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Financial planning
The Financial Planning Association (FPA) and the Investment and Financial Services Association (IFSA) are in discussions with a view to merging their external complaints ...
Financial planning
How much of your time is spent advising on risk products? Do you outsource?...
Financial planning
IFSA’s first comprehensive financial services conference will kick off on Monday evening, July 19 and run through until 5pm Wednesday July 21 at Melbourne’s Convention Ce...
Financial planning
The question “are banks a threat to your business” (Money Management Adviser Feedback March 18) is essentially asking whether banks will be a viable competitor and steal ...
Financial planning
1. Name: Norm Whyte 2. Job title: Proper authority holder 3. Dealer group: Professional Investment Services ...
Financial planning
Any plans of a merger between the Life Insurance Complaints Service (LICS) and the Financial Services Complaints Resolution Scheme (FSCRS) have been scuttled, at least in...
Financial planning
In previous Money Management columns, readers have been alerted to one of IFSA's major projects - the development of an industry code of ethics and associated practice st...
Financial planning
The 1998-99 financial year has just ended. As funds managers begin to write their entries for their investor and holding company annual reports, no doubt there will be so...
Financial planning
Commission disclosure for life insurance products is no stranger to controversy. Gareth Cosslett asks if the latest battle, concerning two pieces of key financial service...
Financial planning
Life insurance research and software business PlanTech has launched a software package which it says will replace paper-based systems used to process proposals and applic...
Financial planning
Nearly two years after the Wallis Inquiry, the long awaited reforms to the regulation of the nation’s financial markets are at last on the home stretch, with the release ...
Life/Risk
1st: Suncorp 2nd: Tower Life 3rd: NRMA...
Financial planning
A new intermediary distribution channel appears to be opening up with the announcement by Amway that it is to distribute life insurance through its sales network....
Financial planning
There has long been a saying around the financial planning and funds management traps over the years that if the major banks ever got their act together, they'd probably ...
Financial planning
According to IFSA’s industry statistics, there are about 9 million Australians who have life insurance or managed investment savings that will be affected by the business...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...