INSURANCE
Financial planning
Switzerland-based insurance company Zurich Financial Services has nearly doubled its net income for the first half of 2004 pinning the rise on higher premium income, lowe...
Financial planning
With independence comes choice – and planners at Matrix Planning Solutions are enjoying both. Kate Kachor looks at their decision to go solo....
Financial planning
The desktop of the financial planner has become a crowded place as portfolio modelling, client management and planning and compliance tools each stake their claim for a p...
Financial planning
Referrals used to be managed on an ad hoc, manual basis by planners. Now one technology company is automating the process. John Wilkinson investigates....
Financial planning
Advisers are looking for simple software, but their needs are often more sophisticated, writes John Wilkinson....
Financial planning
There are thousands of opportunities waiting for those planners prepared to venture beyond their own backyard, writes David Thomas....
Financial planning
The Financial Industry Complaints Service has launched a new alternative conciliation system and appointed two full-time panel chairs in response to a jump in the number ...
Financial planning
Tower Australia has rolled out an online medical tracking tool for its risk advisers and has also struck a deal with Australian Income Protection to offer group insurance...
Financial planning
Perth-based health insurance firm HBF is formulating a strategy to offer other forms of financial services to its more than 900,000 members and customers through strategi...
Financial planning
Personal service for advisers and clients is only one of the hallmarks of Australian Investment & Financial Planners. Craig Phillips reports....
Editorial
Freedom and adventure are not usually associated with financial planning, but Western Pacific Financial Group finds a little of each goes a long way in building a dealers...
Editorial
The Commonwealth Bank of Australia has attributed its 28 per cent rise in net profit for the financial year just ended to resurgent equity markets, improved general and l...
Financial planning
The Commonwealth Bank of Australia has snared former MLC strategist - Marc Herrmannsen - to head-up its ongoing group-wide advice project and assist in formulating a new ...
Financial planning
Asgard will offer a 28 per cent reduction in risk premium rates for larger employer groups while raising premiums for some personal insurance products by up to 40 per cen...
Financial planning
Multi-manager Russell Investment Group has struck a deal worth an initial $180 million with financial planning dealership Australian Financial Services to manage its supe...
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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...