Senator Helen Coonan has been voted this year’s most influential person in financial services. Coonan, the Minister for Revenue and Assistant Treasurer, was given the top...
ING’s dealer group Tandem and RetireInvest have been thrown into disarray after all staff involved in management, compliance and services functions have been told they wi...
Challenger Financial Services will allocate 25 per cent of funds flowing into its soon-to-be-launched Boutique Australian Share Fund to 452 Capital. The move allows inves...
AMP Financial Planning (AMPFP) has re-affirmed its commitment to offering holistic financial planning advice to clients through the launch of AMPFP Life Stages....
The Financial Planning Association (FPA) has voiced opposition to Labor’s proposed ban on commissions for superannuation guarantee contributions, arguing this would make ...
Q: Under Financial Services Reform (FSR), what is the scope of advice we can provide during an initial client meeting before a Statement of Advice (SOA) is provided? My u...
The good times appear to be rolling again for Australian and international share managers according to the latest data released by InTech Financial Services....
Moves by a number of Winchcombe Carson planners to get IOOF managing director Rob Turner’s contract extended were rebuffed by chairman Ray Schoer at the group’s annual ge...
How well do the Australian and New Zealand life insurance markets stack up against each other? Mike Taylor investigates....
Roger Montgomery says fund management ‘style’ is bunkum and investments should be based on fundamentals, not marketing hype....
The life insurance industry had gone off the rails. But, as Jason Spits writes, fortunes are slowly turning as it returns to its core competencies....
Some of the new tricks are not being picked up in the risk insurance market which, as Lucie Beaman reports, means advisers may be in for another troublesome run with insu...
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?...