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PROFESSIONAL INDEMNITY
Superannuation
GIVEN the extremely strong growth in numbers and assets held in DIY superannuation funds, particularly self-managed superannuation funds (SMSF), it is surprising that so ...
Financial planning
The professional indemnity crisis is hitting the financial services industry hard. GEORGE LIONDIS investigates what planners and dealer groups are up against....
Financial planning
Will risk profiling stand up in the face of a liability claim? ROBERT KEAVNEY explores the strengths and weaknesses of risk profiling in an increasingly litigious busines...
Financial planning
THE ASSOCIATION of Financial Advisers (AFA) has negotiated a deal to find insurance cover for its members through the London-based Lloyds group in order to bypass the wor...
Financial planning
PROFESSIONAL indemnity insurance premiums have risen dramatically in the financial advisory marketplace, resulting in more costly advice and administration fees for consu...
Financial planning
The providers of margin lending products could be the next victims from the worsening crisis over professional indemnity insurance for financial planners....
Financial planning
The Financial Planning Association (FPA) is approaching state Government’s throughout Australia with a string of proposals in an attempt to find a legislative solution to...
Financial planning
Master trust fee levels will ultimately be determined by investors, through innovations such as Colonial’s FirstChoice master trust. KATE KACHOR reports....
Financial planning
While master trusts and wraps make administration easier, they have also added another level of fees. JASON SPITS examines who gets what in the platform fee carve up....
Financial planning
AXA has joined the fray to win dealer groups’ back office business with the launch of Jigsaw Support Services....
Financial planning
Gearing is not for all investors, and advisers that recommend gearing inappropriately should expect to face the consequences. GEOFF DAVEY looks at the fate of the client,...
Financial planning
An association for small dealer groups has just been launched to give boutique dealer groups more clout when it comes to dealing with Government on issues such as complia...
Life/Risk
The crisis in professional indemnity insurance which has engulfed many professions in recent weeks has hit home for financial planners, with at least two more groups refu...
Financial planning
The Financial Planning Authority (FPA) in conjunction with industry players, has formed both a task force and a small working group to try and resolve the rising premiums...
Financial planning
Practice management can mean the difference between having an efficient or sloppy planning business. KATE KACHOR reports on what the industry considers the best and worst...
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...