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News by this author
Despite the emergence of robo-advice, most clients still want to meet their financial planner face-to-face, research shows. ...
Banning upfront commissions on insurance products is not the answer to weeding out unscrupulous advisers, according to The Boutique Financial Planning Principals’ Group (...
Legacy IT issues are seeing long-established insurers lose their competitive advantage to new players in the insurance space....
Financial services group Spring FG says it will never be pursuing a dealer group model again after a “bitter experience” with a rogue licensee last year. ...
The restructure of one of van Eyk’s Blueprint funds will hinge on the timely cashing out its pre-existing redemptions, with the responsible entity only formally told abou...
The Bank of Queensland has had a solid twelve months, with its growth strategy delivering an underlying profit surge of nine per cent, to $521.7 million. ...
The Australian market’s current risk management offering is a poor fit for the real threats facing local businesses, most of which are “uninsurable”....
Financial advisers are among the most likely professionals to be eradicated by technology or “robo-advice” – a prognosis that has drawn both disbelief and opportunism fro...
Property giant Ray White has moved to distance itself from family-owned Wealth Market, stressing it will have no directional affiliation with the soon-to-be-launched vent...
A company owned by the family of real estate juggernaut, Ray White, says it will be one of the few non-conflicted players in a planning space haunted by legacy issues, li...
Analysis by this author
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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...