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AXA
Financial planning
AXA’s Summit master trust has been slammed by disgruntled advisers of financial planning group Monitor Money, with many regretting the decision to roll the Assure wrap se...
Financial planning
Advisers in AXA dealer groups will no longer have a remuneration bias to recommend AXA’s own funds management products under a raft of changes to the group’s fee model an...
Financial planning
The life insurance industry has recorded falls in single premium sales of 12 per cent for the 12 months to the end of June, according to research released by Dexx&r....
Financial planning
AXA has launched a scheme to buy clients from financial planners and pass them on to new planners using buyer of last resort principles....
Financial planning
Research house Assirt has issued a warning for the mortage funds sector claiming it is suffering from capacity constraints and a high weighting towards cash which has res...
Life/Risk
The Australian insurance industry must focus on product manufacture and marketing as too many people are both uninsured and under-insured, according to AXA’s financial pr...
Financial planning
The Australian population may be under-insured, reports Ben Abbott, but what’s more, Australians’ appetite for insurance appears to be lacklustre....
Financial planning
AXA is expected to receive a green light from the Federal Privacy Commissioner allowing it to honour the contractual agreements it has with its advisers, permitting them ...
Funds management
AXA Asia Pacific Holdings (AXA APH), with profit of $287 million, has more than doubled its performance for the six months ending June in comparison to last year’s $134 m...
Financial planning
AXA Asia Pacific subsidiary, NMMT, has given an enforceable undertaking to the Australian Securities and Investments Commission (ASIC) after its failure in lodging a roll...
Financial planning
AXA is to close its Altus dealer group as part of a rationalisation of financial planning brands....
Financial planning
AXA will offer both growth and value based funds into the retail market after kicking off a value style based Australian equity fund through Bernstein Investment Research...
Financial planning
AXA Financial Planning has used its localised planner support network and an internationally recognised brand to grow its planner numbers by over 300 in the past four yea...
Financial planning
Owned by AXA, Charter Financial Planning has seen significant growth over the past four years....
Financial planning
The fastest growing dealers are at the big end of town, but so are those with falling numbers. As Ben Abbott discovered, scale does not guarantee success....
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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...