INSURANCE
Financial planning
Trilogy Funds Management is positioning to launch a new income product specifically aimed at intermediated investors – the Trilogy First Mortgage Income Trust....
Financial planning
The Parliamentary Secretary to the Treasurer, Chris Pearce, has advised the Financial Industry Complaints Service to be mindful of the flow-on effects that may occur if t...
Financial planning
Supplier of software and support systems to the financial services industry, Bravura Solutions, has consolidated its presence internationally after completing a deal to p...
Financial planning
Financial services dealer group Securitor plans to roll out a new structured business development planning tool aimed at driving planning practice profitability....
Financial planning
Financial planners could potentially be left uncovered for unlimited professional indemnity insurance liability if insurers refuse to embrace new changes to the way in wh...
Financial planning
Asteron has finalised its recent round of life insurance upgrades with the launch of Asteron Lifeguard, along with a number of adviser incentives including commission str...
Financial planning
ING dealer group Millennium3 has acquired Adelaide-based national dealer group Mawson Group, following approval of the transaction by Mawson shareholders yesterday....
Life/Risk
St George-owned financial planning dealer group Securitor plans to add a new insurance asset class to its AdviserNetgain practice management tool in an attempt to bridge ...
Financial planning
Australian listed property trusts (LPTs) outperformed all other sectors, shares clearly outperformed residential property investment over 10 years and Australian share re...
Financial planning
The St George owned financial planning dealer group Securitor has announced a change in its senior management structure, with Neil Younger taking over from Sean West as t...
Financial planning
ING’s product line-up now reflects the importance of stay-at-home parents, with an increased maximum sum insured of $1.5 million for its total and permanent disability (T...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...