FINANCIAL PLANNING

INDUSTRY NEWS

Financial planning dealer group AustChoice has reported a massive 260 per cent leap in operating profit for the year ending June, 2001....

INDUSTRY NEWS

Wraps and master trusts have almost become commoditised, but TOM COLLINS says they should adopt new methods to offer better value to advisers and clients....

INDUSTRY NEWS

Claims management has been a growing problem for life companies but as Mike Taylor reports the issue has been identified and action taken to reverse the trend....

INDUSTRY NEWS

Claims experience would indicate that some work is still needed by life insurance companies in managing that part of their business. Jason Spits examines what lessons may...

INDUSTRY NEWS

A friend of mine recently went to see his financial planner for his half-yearly review. He reported that the meeting went well, his portfolio was reviewed, his current an...

INDUSTRY NEWS

The Australian risk industry will increasingly focus on distribution channels as it seeks to regain profitability while still examining action to deal with the problem of...

INDUSTRY NEWS

The Financial Services Reform Bill (FSRB) will alter the landscape in which agribusiness has to work. John Wilkinson reports on how the new rules will impact this investm...

INDUSTRY NEWS

A combination of skills is needed to handle international investments for the best returns Michael Gordon responds to a recent article arguing that large and small manage...

INDUSTRY NEWS

The Association of Independently owned Financial Planners (AIOFP) has signed a deal with funds management group IOOF Funds Management to roll out a superannuation master ...

INDUSTRY NEWS

The Australian Stock Exchange (ASX) intends to proceed with a plan to develop a transactional processing service for unlisted managed funds....

INDUSTRY NEWS

Deutsche Bank has agreed to pay $US2.5 billion for the struggling funds management arm of Zurich Financial Services, Zurich Scudder Investments, in a global deal also exp...

INDUSTRY NEWS

Ratings house Assirt has upgraded BT Funds Management (BTFM) diversified product rating from hold to investment grade, or a three star rating, announcing the upgrade aft...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 3 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week 4 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks 5 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 weeks 2 days ago