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Financial planning
Financial planning dealer group Mawson Securities has signed up 50 life advisers into its fledgling second dealer group, Aurora Financial Planning, which offers financial...
Life/Risk
Risk advisers will face risks of their own. Col Fullagar outlines how to mitigate those risks....
Editorial
With increasing litigation and concerns over professional indemnity insurance, Macquarie’s David Shirlow believes his presentation has particular relevance. Julie Bennett...
Financial planning
The ongoing legacy of the HIH Insurance collapse in Australia is the cost and availability of professional indemnity insurance. Mike Taylor reports....
Financial planning
The Financial Planning Association (FPA) is lobbying for changes to the Insurance Contracts Act to reduce the professional indemnity insurance problems currently plaguing...
Financial planning
Financial advisers have been called on to do themselves and the industry a favour by driving ‘bad eggs’ out of the industry....
Life/Risk
Discussing risk insurance with clients is becoming a must do, but as Michael Richardson points out, many advisers are new to writing risk insurance and could face problem...
Financial planning
AMP and PricewaterhouseCoopers (PwC) today launched Magnify Financial Planners, a new dealer group catering to the specific needs of chartered accountants considering exp...
Financial planning
The Financial Planning Association (FPA) has criticised the Australian Competition and Consumer Commission’s (ACCC) Public Liability and Professional Indemnity Insurance ...
Financial planning
Negotiations between the Financial Planning Association (FPA) and Zurich London over setting up the association’s own in-house professional indemnity (PI) insurance schem...
Financial planning
Australia’s funds management and life insurance groups are failing to live up to the expectations of financial advisers in key performance criteria, a new report claims....
Financial planning
The Financial Planning Association (FPA) could have its own in-house professional indemnity (PI) solution for members within a month, if the association approves a propos...
Financial planning
Many advisers have yet to tackle the new AFSL licence regulations. But by putting it off, they are losing precious time in a process that requires a steady and methodical...
Financial planning
If you need proof the last year was dominated by regulatory and industry issues, look no further than Joe Nowak....
Financial planning
The Financial Planning Association (FPA) is pushing for advisers to sign formal “terms of engagement” agreements with their clients as part of its bid to ease the ongoing...
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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...