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Financial planning
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Financial planning
Consumers will soon be able to choose their own super fund, but that doesn’t mean they should let their life insurance run through to the keeper. Ross Kelly reports....
Financial planning
HBOS Australia has pitched into the low cost direct financial services market with the launch of an Australian equities fund....
Life/Risk
Could compulsory life insurance be the answer to the chronic level of underinsurance in Australia? Ross Kelly reports....
Life/Risk
The life insurance market continues to grow, but many planners are still reluctant to take the risk. Liam Egan reports....
Financial planning
Stockbroking and financial planning firm Wilson HTM has entered into a partnership with funds management giant Deutsche Bank, which has taken a 19.9 per cent stake in the...
Financial planning
There are very few genuinely new products in financial services. Usually they are variations on an existing theme, and structured products fall very much into this catego...
Life/Risk
ING has repackaged its entire life insurance range into a single product, introduced two new types of cover and will allow client to access family discounts, as part of a...
Superannuation
The gentle rumble that was self-managed super has grown into a resounding roar over the last few years. I guess it’s for all the right reasons – a sense of control, the p...
Life/Risk
It is a problem that everybody knows about, and some have solutions for, yet it will not go away. Australians are not buying risk insurance, and far too-few advisers are ...
Financial planning
An example SOA has now been published by ASIC, intended to provide guidance to planners on the giving of documented financial advice. So is the regulator up to scratch wh...
Financial planning
What do the Australian Securities and Investments Commission (ASIC) and the Australian Consumers Association (ACA) really want from financial services? What can be left o...
Financial planning
The Australian Securities and Investments Commission (ASIC) was prompted to create an example statement of advice (SOA) in response to the Federal Government paper Refine...
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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...