Superannuation choice will put funds’ insurance offerings under the spotlight like never before, and lead to a tightening of criteria for coverage, a survey has predicted...
Under the new Financial Services Reform regime, AFS licensees will be required to address risk in the same way they address other areas. SUE LAING reports....
The Australian Securities and Investments Commission has sent another strong signal that it plans to take a hands-on role to police the superannuation industry in the lea...
The message is clear, says Sue Laing, financial planners must address risk with their clients. And if they are not going to form a strategic alliance with a risk adviser,...
Today’s risk advisers are having a tough time replacing themselves. There are no hard figures to prove numbers are dwindling, but most in the industry accept there is a p...
Proceeds from the sale of the Australian arm of its wealth management business, a benevolent market climate and the completion of a successful two year recovery strategy ...
While it would seem the American financial consumer likes hands-on help, Australians may want some ’professional distance’, as Ray Griffin investigates....
Perpetual Investment’s decision to establish a Dublin-based in-house international equities office has cost them $250 million in funds under management, thanks to the clo...
Genesys Wealth Advisers has succeeded in luring two practises away from rival dealer groups in what the Challenger own planning business claims will be the first of many ...
A former South Australian insurance adviser has been handed a suspended sentence by an Adelaide court after being brought up on charges of fraud and deception instigated ...
Colonial First State’s FirstChoice platform has been spruced up ahead of the July 1 arrival of super choice, with several manager and asset class additions, insurance pre...
Australian Financial Services will look to a series of strategic alliances to boost referrals to its network of advisers after signing an initial deal with a national mor...
The introduction of choice has brought personal insurance to the fore. Jodi Murray and Carly O’Keefe discuss the pros and cons of going it alone....
MBF Life and MBF-owned ClearView Life Nominees are the latest in a growing line of insurance companies which have been ordered by regulators to compensate clients overcha...
The introduction of super choice will give financial planners an opportunity to demonstrate the value of insurance benefits, and hopefully increase general awareness amon...
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...