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Financial planning
The proposed merger between insurance houses Promina Group and Suncorp Metway received positive support from shareholders yesterday paving the way for the merger to be fi...
Financial planning
The Association of Financial Advisers has achieved the highest rating on overall performance in a survey of industry associations, beating the Financial Planning Associat...
Financial planning
The Financial Planning Association has established a professional indemnity insurance broker panel to enhance the level of PI insurance support it offers members....
Financial planning
Financial services technology platform provider Xplan has gone to unusual lengths to distance itself from marketing material issued by major insurer MLC, declaring to cli...
Financial planning
Major insurer Metlife has moved to sharpen its focus on its core business streams by selling its annuity and pension business to Challenger Life....
Financial planning
A new survey revealing that the average mortgage in both Western Australia and NSW is now over $330,000 has prompted major insurer Tower Australia to urge a lifting in th...
Financial planning
Insurance information website the risk store has launched a training program for life risk advisers and insurers describing the initiative as a first for the insurance in...
Financial planning
Macquarie Funds Management has launched a set of funds, called the Incentive Series, comprising a single fee for outperformance of the respective benchmarks with no other...
Financial planning
Independent financial planning group WHK Group plans to launch itself into the general insurance arena following the acquisition of another three accounting and financial...
Financial planning
The Financial Planning Association has released a checklist of regulatory requirements to assist members when advising clients on superannuation switching....
Editorial
A 28.6 per cent increase in net profit generated by its wealth management arm has helped drive Queensland-based Suncorp to a 16.1 per cent increase in net profit for the ...
Financial planning
A 10.7 per cent increase in profit recorded by its financial services division combined with a record insurance margin of 11.7 per cent helped drive Promina Group to a 7....
Financial planning
Two years after being acquired by medical insurance group MBF, Clearview Retirement Solutions has passed the $2 billion funds under management milestone....
Financial planning
Former employees of Investment Data Technologies are yet to receive their entitlements despite the financial planning software provider entering voluntary administration ...
Financial planning
The Financial Industry Complaints Service has prevailed in a Federal Court application over its jurisdiction to resolve Westpoint complaints, but it has turned out to be ...
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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...