Sara Rich

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Life/Risk

08 Jun

I’ll have my life insurance to go, thanks

A group of financial planners in Mexico are completing life insurance sales within 15 minutes of a client walking through their door, according to CommInsure business gro...

Financial planning

06 Jun

AMP drops industry super funds

AMP Financial Planning has claimed a lack of demand is the reason for removing industry superannuation funds from its approved list, but Industry Funds Services has impli...

Financial planning

05 Jun

Glass ceiling still exists

New research has revealed it is still a man’s world when it comes to the executive positions of the finance and insurance industry....

Financial planning

01 Jun

A year of growth for retail managed funds

Retail managed funds have increased by 20.2 per cent from last year, to a total of $467.4 billion at the end of March, according to new Plan for Life research....

Financial planning

01 Jun

Don’t do it for the money: aspiring advisers warned

Aspiring advisers were brought down to earth last night by industry commentator Ross Greenwood who told those thinking of financial planning as a get-rich-quick scheme to...

Financial planning

30 May

Investors unaware of fixed-income risks: S&P

Standard & Poor’s has claimed the increasing risk in ‘safe’ fixed-income securities could be a disaster waiting to happen and that some investors had no idea of the poten...

Financial planning

29 May

FICS reports fall in consumer complaints

FICS has reported a considerable reduction in consumer complaints against financial services providers....

Life/Risk

26 May

Risk insurance non-existent in majority’s mind set

Exacerbating Australia’s insurance gap sting, new research has revealed that only 14 per cent of individuals view risk insurance as a coping mechanism for when life has d...

Financial planning

25 May

PIS finds ally in Million Dollar Round Table

The Australian Million Dollar Round Table (MDRT) is joining forces with Professional Investment Services (PIS) in a move that should deliver considerable benefits for bot...

Financial planning

24 May

Researcher urges caution on credit risk

Researcher InvestorWeb has warned advisers to be aware of the risks associated with high yield credit investing compared with traditional fixed interest assets, as credit...