LIFE INSURANCE

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...

Financial planning

The unpopular Life Insurance Conduct and Disclosure (LICD) Bill has been scrapped by the Federal Government....

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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 1 day ago

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

3 weeks 6 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. ...

1 week 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. ...

2 days 20 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

2 days ago