CHIEF EXECUTIVE OFFICER

Financial planning

LIFE insurance companies will not require policy holders to undergo genetic testing under a recent Australian Competition and Consumer Commission (ACCC) ruling....

Financial planning

AUSTRALIA's most visited Web site, ninemsn, has signed a deal with Parkers' Edge to install an account aggregation service on its site....

Financial planning

IPAC has signed a joint venture agreement with Illawarra Mutual Building Society (IMB) to develop a financial planning business for IMB members....

Financial planning

The ‘Colonialisation’ of Norwich has continued with more appointments being filled by former members of the senior management team at Colonial....

Financial planning

Life insurance companies will not require policy holders to undergo genetic testing under a ruling delivered by the Australian Competition and Consumer Commission (ACCC) ...

Financial planning

A push to make Portfolio Partners more retail-orientated and increasing market share in the superannuation business are the Norwich Union’s new chief executive officer’s ...

Financial planning

Zurich Financial Services Australia chief executive Malcolm Jones has been given the nod by Zurich worldwide to take on the top regional job for the group....

Financial planning

Financial services company the Investor Group has opted for a single dealer’s licence as part of an ongoing drive to consolidate a series of acquisitions of a number of f...

People & Products

Michael Cant has left Australian Casualty & Life (AC&L) to take up the newly created position as Colonial First State Australia head of strategic planning and corporate s...

Financial planning

The long-awaited arrival of Charles Schwab into Australia has been delayed yet again, with the company’s arrival not expected until later this year. ...

Financial planning

Why would a dealer group set up their own master trust when there are plenty available out of the box? <B>Kate Kachor</B> looks at three different answers to this questio...

Superannuation

Educated investors are no longer willing to put up with financial plans which don't meet their needs but advisers have ways to protect themselves as <B>John Wilkinson</B>...

Superannuation

Australia needs to move away from dependence on lump sum superannuation payouts and into retirement income streams. <B>Kieran Dell</B> examines how new products can help ...

Superannuation

While the Rolling Stones sang 'You can't always get what you want', that hasn't stopped planners seeking the ideal product. <B>JULIA NEWBOULD</B> examines what advisers a...

Financial planning

Local financial services software producer, Classic Solutions is set to expand operations into the US market after a hefty injection of venture capital....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

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

4 months 3 weeks ago

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

6 months 3 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

2 weeks 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...

1 day 4 hours ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

1 week 4 days ago