FINANCIAL ADVISER
Editorial
How do you keep a clear picture when the lines of life insurance are blurred? Damien Mu predicts that the distinctions that life insurance companies draw between group an...
Life/Risk
The Financial Services Council has announced it will consult with the industry on a policy to address the practice of churning in life insurance....
People & Products
After six years with CommInsure, Olivia Sarah-Le Lacheur has been appointed to head the company's national accounts portfolio....
Financial planning
TAL has upgraded its online financial adviser portal, the TAL Adviser Centre, with improvements to adviser online tools and functionality as well as product and underwrit...
Policy & Regulation
Those who argue opt-in is unnecessary fail to understand the nature of proposed FOFA reforms, according to Sydney University academic Joanna Bird....
Financial planning
A financial advice matchmaking service that seeks to match financial advice practices with dealer groups looking to acquire practices has been launched in Brisbane....
Financial planning
This is a great time for financial advisers to reflect upon the concept of change in itself, and review some truths about effectively managing change, writes Sue Viskovic...
Financial planning
ASIC's regulatory framework around financial planner education is changing, which means many planners will have to pull their socks up and hit the books. Chris Kennedy re...
Financial planning
The ATO should be able to exercise discretion when concessional caps are breached due to poor financial advice, says AIST chief executive Fiona Reynolds....
Financial planning
A banned Gold Coast financial adviser will return to court today to face 19 criminal charges including providing false or misleading statements and failing to have a reas...
Financial planning
Count Financial is delivering platform savings and other benefits in the wake of its acquisition by the Commonwealth Bank....
Life/Risk
Macquarie Life broke new ground in May 2010 with the launch of Macquarie Active risk insurance product. Col Fullagar examines whether or not it is possible to establish a...
Financial planning
For financial advisers, the need to be able to assess their clients’ risk is assuming far greater importance, according to Gabriel Carey....
Financial planning
A former Guardian Financial Planning adviser has been permanently banned from providing financial services after it was found she falsified 65 insurance policies to colle...
Financial planning
ASIC has permanently banned a former financial adviser and company director after an investigation revealed he transferred more than $200,000 from client accounts for his...
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MARKET INSIGHTS
Podcast
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...