FINANCIAL ADVISERS

Financial planning

Just over a year since Suncorp Metway purchased the Australian GIO general insurance business of AMP for $1.24 billion, it has announced a major recruitment of financial ...

Financial planning

ING will approach the board of ANZ in July seeking a substantial capital commitment from its joint venture partner to establish its desired dealer group models and to re-...

Financial planning

The Lumley Life group has announced that it is looking to forge closer ties with financial planning groups in an effort to boost the distribution of its specialist life i...

Financial planning

Colonial First State has questioned the need for a straight through processing service to hit the market, claiming such an offering at this stage would be a case of too l...

Financial planning

Good performance can mean a lot of things, but not necessarily support from financial advisers....

Financial planning

IOOF Funds Management has signed a strategic alliance with an Australian dealer group and rolled out its own back office support network, showing further signs the group ...

Financial planning

The sale of immediate annuity life insurance products have slumped to their lowest level since being made exempt from the social security assets test in 1998, the latest ...

Financial planning

The Norwich Union group has teamed up with Australia’s largest independently owned dealer group, Professional Investment Services (PIS), to distribute its flagship master...

Financial planning

The Count Financial dealer group has added a series of three multi-manager portfolios to the list of recommended investment funds for its network of financial advisers....

Financial planning

InvestmentLink has expanded its services with the roll out of its transaction processing service for retail managed funds, only one day after the Australian Stock Exchang...

Financial planning

The Australian Stock Exchange (ASX) and IWL have joined forces to provide a straight through processing service for the unlisted managed fund and superannuation industrie...

Life/Risk

The crisis in professional indemnity insurance which has engulfed many professions in recent weeks has hit home for financial planners, with at least two more groups refu...

Financial planning

Last year the industry was abuzz with discussion centred around a paper called Hypercompetition. Now, as JASON SPITS writes, a follow-up report has been released and the ...

Financial planning

Norwich Union Life has experienced an increase in demand from financial advisers and their clients to add critical illness reinstatement policies to their life products a...

Financial planning

MOST INVESTOR’S place money in managed funds on the recommendation of financial advisers, a new survey has found....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

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

5 months ago

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

7 months 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. ...

3 weeks 6 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 week 2 days ago

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

2 weeks 5 days ago