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Financial planning
What do advisers think of choice of fund legislation? And how do they think it will impact on their business? Julie Bennett reports....
Financial planning
Paul Resnik goes in search of some of the answers to the problems currently facing the financial planning profession....
Financial planning
Even though Count Wealth Accountants’ managing director Barry Lambert says, “Our emphasis is not on growth – not to be the biggest, just the best”, this philosophy has se...
Life/Risk
Superannuation insurance premiums accounted for the lion’s share of total life office revenue received during the March quarter 2003, according to the Australian Prudenti...
Funds management
Australian Prudential Regulation Authority (APRA) chief executive, Graeme Thompson, will end his five year term of appointment at the end of the month, it was announced t...
Financial planning
One of Australia’s largest public companies Wesfarmers Limited has emerged as the potential buyer of insurance and financial services group Lumley, entering into exclusiv...
Financial planning
Promina has continued the renaming of the former Royal & SunAlliance (RSA) group announcing today that the financial services division will drop the RSA moniker and be ca...
Financial planning
The Financial Planning Association (FPA) has made two separate moves to assist advisers struggling under the burden of the professional indemnity (PI) crisis by temporari...
Financial planning
The Commonwealth Bank of Australia (CBA) is aiming to increase its financial planner numbers by 200 over the next 18 months and reduce the number of products offered by t...
Funds management
The Australian Prudential Regulation Authority (APRA) is again being sued for defamation by Rural & General Insurance Broking, following an earlier aborted defamation pro...
Editorial
It’s about time investors took gold seriously, says Dominic McCormick....
Financial planning
Want to make more money in financial planning? Take the self-employed route. Lisa Bowman reports....
Financial planning
The insurance industry’s high professional indemnity (PI) premium levels are here to stay, with an estimate of at least 12 months before insurance companies are able to l...
Financial planning
The St George Banking Group has moved swiftly to allay any fears fund managers may have about the role and place of Assirt Research in the group, saying the ratings proce...
Financial planning
At a time when advisers are under pressure because of negative returns, Jack Houwing and Mike Fitzpatrick argue that estate planning presents a business development oppor...
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Podcast
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...
So we are now underwriting criminal scams?...