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Financial planning
LIFE insurance houses have finally admitted what the funds management industry has known for some time – that third party financial planners hold the reins when distribut...
Financial planning
The drought on the risk master trust front has been broken by the news that Professional Investment Services will launch a risk master trust product. FIONA MOORE reports ...
Life/Risk
While the insurance industry is in disarray and premiums are going through the roof, risk insurance is too important to be dismissed. JOHN ASHTON reports on how planners ...
Financial planning
THE RECENTLY launched Boutique Financial Planning Principal Group (BFPPG) has almost doubled its membership in its first month of existence since launching at the end of ...
Financial planning
Professional Investment Services (PIS) has confirmed they are working towards launching a risk master trust and are currently in talks with a number of risk providers in ...
Financial planning
Gearing is not for all investors, and advisers that recommend gearing inappropriately should expect to face the consequences. GEOFF DAVEY looks at the fate of the client,...
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
The Financial Planning Authority (FPA) in conjunction with industry players, has formed both a task force and a small working group to try and resolve the rising premiums...
Financial planning
Financial planning industries around the world are facing unique challenges. KATE KACHOR reports on how the Japanese, US and UK financial planning industries are respondi...
Life/Risk
The Financial Planning Association (FPA) has threatened to take its case directly to the Government if it fails to broker a solution with the insurance industry over the ...
Financial planning
Working as an engineer in South Africa, Peter Kirk knew there was something more for him. 15 years later Kirk has made the cut as a Money Management Financial Planner of ...
Life/Risk
Not since Desert Storm a decade ago has the insurance industry had to seriously consider warlike activities, let alone a disaster of the nature that occurred in the alleg...
Financial planning
Minister for Financial Services Joe Hockey paid tribute to the Australian and global financial services industry this morning at the launch of the Securities Institute’s ...
People & Products
Former Mercantile Mutual managing director Rodney Atfield has joined the Australian Prudential Regulation Authority (APRA) as an independent member of the Board....
Financial planning
Life insurers implementing a licence under the Financial Services Reform Bill (FSRB) will have the assistance of a specialist conglomerate team....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...