INSURANCE
Financial planning
The Victorian based Australian Financial Services (AFS) dealer group is making a considered push to set up a master trust exclusively for risk insurance products....
Financial planning
Australian Unity is to expand its membership base to include investors in its unit trusts and property syndicates....
Life/Risk
By structuring the ownership of personal life insurance policies via superannuation, it may be possible to fund such premiums from pre-tax earnings, says Andrew Lowe....
Financial planning
Does a three-month pick-up in the employment market signal a resurgence in employment opportunities in the financial services sector through 2004?...
Financial planning
The number of complaint schemes operating in the industry is set to shrink. John Wilkinson reports from the inaugural Financial Industry Complaints Service (FICS) confere...
Financial planning
The Financial Services Reform regime is creating demand for planners with a different skill set. Mike Taylor and Lucie Beaman report....
Financial planning
Question: Are insurance bonds still a viable alternative to invest for children? I recall that the taxation treatment of insurance products such as bonds and endowment po...
Life/Risk
The Federal Government is accusing both the Federal Opposition Australian Labor Party and the Australian Democrats of creating greater uncertainty in the insurance market...
Funds management
Macquarie Direct Property has launched a commercial property syndicate based on its conviction the sector is on the verge of rebounding strongly from a 30 year low....
Funds management
Nine months into a two-year recovery strategy, Tower Limited is back in the black having posted a $4.87 million profit for the six months ended September, 2003....
Financial planning
Careful and considered planning has cleared the road ahead for Royal Automobile Club of Victoria Financial Services, says John Wilkinson....
Financial planning
Paul Resnik calls on the industry to bring common sense back into financial planning training and practice....
Financial planning
How well do the Australian and New Zealand life insurance markets stack up against each other? Mike Taylor investigates....
Financial planning
The life insurance industry had gone off the rails. But, as Jason Spits writes, fortunes are slowly turning as it returns to its core competencies....
Financial planning
Some of the new tricks are not being picked up in the risk insurance market which, as Lucie Beaman reports, means advisers may be in for another troublesome run with insu...
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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...