INSURANCE

Financial planning

Steve Newnham has been bumped up from the position of head of distribution investment and life business to group head of sales at Zurich....

Financial planning

Tower’s acting group chief executive (Australia & New Zealand) Keith Taylor has announced a number of senior executive changes at Tower, including the departure of acting...

Funds management

St George Group today appointed Nick Basile to the new position of head of investments and insurance in an attempt to drive the group’s wealth management division forward...

Life/Risk

The Federal Government will be pushing to include professional indemnity cover in any legislation the states make on public liability insurance....

Funds management

The Australian Prudential Regulation Authority (APRA) has disqualified a former executive director of an insurance management group from acting as a trustee of any supera...

Financial planning

The latest KPMG Insurance Industry Survey has predicted that 2002 will be a tough year for the life insurance industry, due mainly to weakening equity markets causing inv...

People & Products

Schroder Investment Management Australia has appointed Adrian Whittingham to the role of business development manager (BDM)....

Financial planning

Peter Polson will be retiring from his post of head of the Commonwealth Bank’s investment and insurance sales division at the end of next week....

Financial planning

The insurance arm of the Commonwealth Bank of Australia, CommInsure, has added new features to its Personal Insurance Portfolio that will allow policy holders to accumula...

Financial planning

Royal and SunAlliance Financial Services (RSAFS) is looking to increase its stake in the ever critical investment platform market with the launch of a new flagship wrap a...

Financial planning

The managing director of Frank Russell Australasia, Alan Schoenheimer has predicted a shakeout in the superannuation administration sector at the same time as announcing ...

Financial planning

The life insurance industry has continued with its moves to become more profitable and the news is good for planners. JASON SPITS examines what senior executives are plan...

Financial planning

Crest Financial Services is the result of a successful merger of three specialist planning practices. BARBARA MESSER looks at why they were finalists in this year’s Telst...

Financial planning

Disability and trauma claims are still dogging the risk insurance industry, writes JOHN WILKINSON....

Financial planning

ROYAL & Sun Alliance (R&SA) gave birth to Guardian Financial Services in November 2001. Not yet 12 months old, the group has already attracted 98 planners and has plans t...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 4 days ago
moneymanagement logo