FINANCIAL ADVISERS

Life/Risk

Difficulties in matching product features with client needs in complex areas of risk coverage like trauma mean advisers should seek specialist alliances, writes Pauline F...

Life/Risk

Leading insurer AMP Life will launch a series of workshops and seminars over the next few weeks to help financial advisers to better understand the risk insurance needs o...

Financial planning

High profile investment researcher Stephen van Eyk has backed a new research outfit aimed at sifting the good from the bad in tax-effective agribusiness investments....

Financial planning

ANZ Funds Management (ANZFM) has established a new distribution network which more closely resembles that of the other major banks....

Financial planning

One of the keys to growing your business without sacrificing your personal life is to provide a wider range of services to fewer clients, writes Robert Ossey....

Financial planning

Kerry Packer’s recent funds management acquisitions look set to turn the distribution of retail financial services on its head....

Financial planning

The fallout from the lengthy, convoluted and occasionally acrimonious merger last year between New Zealand's two largest financial adviser bodies continues....

Financial planning

The Association of Financial Advisers (AFA) has axed plans to merge with the Financial Planning Association (FPA), citing irreconcilable differences in membership bases....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 4 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

3 days 18 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 6 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 6 days ago
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