INSURANCE
Financial planning
Financial planning dealer group Mawson Securities has signed up 50 life advisers into its fledgling second dealer group, Aurora Financial Planning, which offers financial...
Financial planning
Share-broking and financial planning group Tolhurst Noall has sold its 50 per cent stake in Tolhurst Funds Management along with all remaining shareholders to Wright Glob...
Financial planning
Q: We are a dealer group (licensee) that has transitioned pursuant to the Financial Services Reform (FSR) regime and are now assessing our client risk management procedur...
Life/Risk
Risk advisers will face risks of their own. Col Fullagar outlines how to mitigate those risks....
Financial planning
Melbourne-based dealer group Glenhurst Corporation will embark on an aggressive expansion push over the next 12-18 months by hiring up to a dozen new planners to service ...
Financial planning
Veteran risk adviser John Zwiers says the great trouble with the financial planning industry is that it pays lip service to the risk industry – and it has got to stop....
Financial planning
Financial planning group Lowell Flinders Group (LFG) has revealed ambitions of becoming a 'dealer of dealers' and is close to signing up a number of financial services gr...
Editorial
The announcement of a healthy 15.6 per cent growth in funds under administration for St George-owned Sealcorp over the past twelve months today has significantly boosted ...
Editorial
With increasing litigation and concerns over professional indemnity insurance, Macquarie’s David Shirlow believes his presentation has particular relevance. Julie Bennett...
Financial planning
Over the past year, the Tower group has redirected its overall strategy and returned its focus to the risk end of the market. Lucie Beaman looks at what this means for th...
Financial planning
Financial services software provider FinTech has launched a new version of its financial planning software allowing a dealer group to control the back-office functions us...
Financial planning
Risk selling is about selling relationships, not products. Julie Bennett and Freya Purnell report....
Financial planning
The ongoing legacy of the HIH Insurance collapse in Australia is the cost and availability of professional indemnity insurance. Mike Taylor reports....
Financial planning
Financial planners are stepping into the insurance ring, and while they have textbook knowledge and software in their corner, do they have the skill set? Lucie Beaman rep...
Financial planning
The introduction of Financial Services Reform (FSR) legislation seems to be frightening many advisers – but life advisers appear to be particularly concerned. John Wilkin...
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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...