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AXA
Financial planning
The six largest institutionally-owned dealer groups place an average 73 per cent of their clients' super products with their own parent company, with the top three placin...
Financial planning
Managing director Greg Kirk has accused rival dealer groups of deliberately trying to destabilise Genesys in order to attract advisers....
Financial planning
Advisers will assess providers on factors including underwriting, new policy processing, claims processing, electronic capability and technical service and support....
Financial planning
Perennial appoints former researchers and BDMs to work with planners and research houses to develop investment portfolios....
Editorial
The global financial crisis has dampened Australians’ ardour for lump sum superannuation payouts, with the result that a rash of new pension products are coming to market...
Financial planning
Challenger has initiated discussions with "several leading platform providers" regarding the establishment of a platform-based unitised annuity investment option....
Superannuation
A new breed of retirement products is being introduced, with AXA flagging a new income guaranteed North offering at the same time as ING launches its first guaranteed pen...
Life/Risk
Dealer group Wealthsure has entered strategic partnerships with five new life insurers, rationalising an existing 19 relationships....
Funds management
With previously rated funds remaining stable, the Walter Scott Global Equity Fund has maintained its top rating by Standard and Poor's Fund Services in its latest sector ...
Financial planning
Positive market movements responsible for performance of funds....
Financial planning
Securitor head Neil Younger has rejected reports that the Westpac dealer group has been actively trying to lure planners away from AXA dealer group Genesys Wealth Adviser...
Financial planning
Distorted markets create significant opportunities for active managers....
Financial planning
Statements of Advice should include a clear explanation of the leveraging impact of any gearing accompanying investments, according to a submission by AXA to the Parliame...
People & Products
Will be responsible for distribution of managed funds and products to financial planner market....
Financial planning
CAROLINE MUNRO reports on the pressing need for better retirement products, particularly in light of the growing longevity risk in Australia and the impact of the global ...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...