INSURANCE
Life/Risk
‘Own Occupation’ definitions within TPD policies can be a minefield for advisers and clients. MARC FABRIS reports.ory...
Financial planning
Coin Financial Software’s foray into the financial planning software market is gathering pace with a number of dealer groups signing up to its flagship offering Strategy ...
Financial planning
The Parlimentary Secretary to the Treasurer Ross Cameron has ordered an investigation into adviser access to client files and remuneration after Brisbane based advisory g...
Financial planning
AXA has disbanded the position of chief investment officer in light of the investment management roles performed by its partners Alliance Capital Management and Bernstein...
Financial planning
Two Associated Planners have started a specialist risk insurance business offering life insurance to individuals who would normally be ineligible due to prior conditions ...
Financial planning
Cancer is one of the ‘big three’ medical risks, but it is causing headaches when it comes to trauma insurance, says COL FULLAGAR....
Financial planning
Question: Is it compulsory for a self-managed superannuation fund (SMSF) to register for GST? If not, is there any advantage in doing so?...
Financial planning
Dealer group Garrisons has added Colonial FirstChoice and Perpetual WealthFocus to its platform offering after conducting a review fuelled by adviser concern the Challeng...
Financial planning
MLC has launched a new platform for planners - AdviserCentral - and will roll it out to its 1,400 strong adviser network....
Superannuation
The SMSF Professionals’ Association of Australia (SPAA) today released the industry’s first accreditation programme for self-managed super fund (SMSF) education providers...
Financial planning
I AM a director of a dealer that will soon transition and have been offered a second directorship of a dealer that has transitioned and holds an Australian Financial Serv...
Financial planning
In a post-March 11 world, planners may have trouble justifying their product recommendations to clients, says PAUL RESNIK....
Superannuation
DAVID SHIRLOW argues super should still be considered an option for high-income clients as a means of paying for life insurance....
Financial planning
Associated Planners has approached a number of life insurance providers with a package deal in which the dealer group is seeking rewards for advisers who generate lower c...
Financial planning
The Centrestone Wealth Advisory group is close to launching a stand-alone mortgage and loan broking business that will enhance its capabilities in terms debt structuring ...
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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...