INSURANCE
People & Products
The Westpac Bank has confirmed today that it will pay $900 million to buy the BT Financial Group from its US parent, the Principal Financial Group, in a move that will se...
Financial planning
The Count Financial group will push into a range of new businesses, including a burgeoning commercial loan operation, after reporting a 17 per cent jump in its full year ...
Financial planning
Standard & Poor’s Ratings Services has affirmed its insurer financial strength and counterpart credit ratings on Royal & Sun Alliance (R&SA) Lenders Mortgage Insurance at...
Editorial
NRMA parent Insurance Australia Group (IAG) has pumped $12 million into its financial services division during the 2001-02 financial year but has experienced a net loss o...
Life/Risk
Despite their low profile, insurance bonds can offer some real benefits, according to JENNIFER BROOKHOUSE, with investment and tax advantages....
Editorial
Yes, 2001 was a rough year for investors but handled right, NICK BRUINING reckons most planners should do well when clients come in for their reviews, just don’t mention ...
Financial planning
Australia is playing a leading role among 16 other countries associated with the International Organization for Standards (ISO) in developing an international standard fr...
Financial planning
XPLAN Technology has launched a full suite of financial planning tools based entirely on the Internet, making it the second group to do so after IWL placed part of its ma...
Financial planning
THE number of complaints lodged against planners has risen dramatically over the last year, with inappropriate advice the most common complaint....
Life/Risk
An insurance group that has agreed to establish a facility to provide professional indemnity insurance for members of the Association of Financial Advisers (AFA) will tur...
Financial planning
The Financial Planning Association (FPA) wants to see legislation for a national professional standards act put in place to solve the current professional indemnity (PI) ...
Financial planning
Count Financial has recorded an after-tax profit of $4.72 million for the end of the 2002 financial year, which is an increase of 17 per cent above their profits for the ...
Financial planning
Employment opportunities within the Australian financial services sector are continuing to hold strong amid the current global economic climate, figures from the latest T...
Financial planning
A Tasmanian-based insurance agent and financial adviser has been remanded in custody after pleading guilty to 28 charges of fraud relating to more than $1.7 million in cl...
Financial planning
The AM Securitised Traded Policies Trust No 1 has been downgraded by ratings house Standard and Poor’s (S&P), following the recent lowering of AMP Life’s counterparty cre...
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MARKET INSIGHTS
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...