INSURANCE

Financial planning

Advisers need to review strategies involving salary sacrifice, writes Martin Breckon....

Superannuation

JEFFREY SCOTT considers which side of the super fence to set up income protection insurance....

Editorial

Class action launched in 2007 to recover investors' losses in Westpoint property developments....

Financial planning

Employment in the banking and investment sectors is on the rise, and recruitment activity at the executive level has also seen an uptick. Meanwhile, insurance roles remai...

Financial planning

The Australian Securities and Investments Commission has issued class order relief that will allow super fund members to receive advice from their fund....

Financial planning

AMP chief executive Craig Dunn used the words 'process-driven' and 'industrialised' to describe the way planning businesses will need to evolve, while also flagging a new...

Financial planning

Stripping commissions from the cost of financial products could result in falls of up to 50 per cent in their cost to clients, according to David Price, managing director...

Life/Risk

Low claims record, no complaints and conservative advice guidelines responsible for drop....

Financial planning

Australia's biggest dealer group is considering restructuring its 1,400-plus adviser force into separate licences and brands....

Financial planning

A combined Melbourne-based risk insurance and accounting business plans to buy more practices to boost its presence in Victoria and New South Wales....

Financial planning

The New Zealand financial planning industry is being consulted on new disclosure requirements for advisers, including the potential use of the terms 'independent' or 'una...

Life/Risk

Despite recent headway made in reducing the underinsurance problem, too many Australians are still too exposed to risk....

Financial planning

Has embarked on a comprehensive review of the licensee standards that govern the delivery of advice to its clients....

Financial planning

American International Group has handed stakes in two key overseas units to the Federal Reserve Bank of New York in a move to improve its liquidity position....

Life/Risk

Professional indemnity costs are rising, and so are the hurdles financial planners have to meet to secure a policy....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 4 weeks ago

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

6 months 4 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. ...

3 weeks 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...

4 days 1 hour 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 ago