INSURANCE

Financial planning

The Association of Financial Advisers (AFA) says use of the term 'adviser' should be restricted and more closely regulated, differentiating between financial advisers and...

Financial planning

With the end of the financial year fast approaching, Tim Sanderson discusses some of the strategies available to clients in the lead up to June 30....

Financial planning

Financial planners will be advising clients on tax strategies, but they need to consider their own businesses too, writes Mariana von-Lucken....

Financial planning

Details regarding the circumstances of the former clients of Storm Financial have emerged in the business profile created by business brokers Kenyon Prendeville....

Financial planning

Professionals who provided advice in connection with the value of these securities and derivatives, and the risks associated with such investments, face a rising wave of ...

Financial planning

BankWest has launched a recruitment campaign to increase its financial adviser complement in existing and new stores on the eastern seaboard of Australia....

Life/Risk

The Insurance Council of Australia may have estimated the total insurance bill from February’s Victorian bushfires to exceed $1 billion but, thus far, the resultant...

Financial planning

Shadow Superannuation Minister proposes creation of Government-issued CPI-linked bonds to support the now dwindling products offered by annuities companies and reduce the...

Financial planning

IFSA rejects Australian Research Council Report claiming genetic discrimination in life insurance; cases outdated....

Financial planning

The industry body has created a government and policy committee it hopes will strengthen its relationship with the Government and better represent the needs of its member...

Financial planning

AMP Financial Planning has set itself an ambitious growth target for planner numbers through the current financial year despite the industry downturn. ...

Financial planning

MARTIN BRECKON faces some unassailable truths about super with some practical suggestions....

Financial planning

There are some key matters that demand even greater super fund trustee attention at this difficult time, writes ANNE MacNAMARA....

Editorial

OVER the past several years the Financial Planning Association (FPA) has, on its members’ behalf, run a substantial promotional campaign on the ‘value of advice’. This ha...

Life/Risk

Platform providers must increase the number of risk products on their platforms as advisers look to insurance to provide a greater source of revenue for their businesses ...

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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’...

2 months ago

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

2 months 3 weeks ago

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

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

4 days 15 hours ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 2 days ago
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