INSURANCE

Financial planning

Shadow Minister for Retirement Incomes and Savings Senator Nick Sherry told today’s Investment and Financial Services Association (IFSA) conference that a Labor governmen...

Financial planning

MLC HAS entered the ‘show and tell’ phase of its three year $200 million Amazon project designed to build a strategic advice platform and to make MLC a business and outso...

Financial planning

The professional indemnity crisis is hitting the financial services industry hard. GEORGE LIONDIS investigates what planners and dealer groups are up against....

Financial planning

One of the stumbling blocks for the industry in establishing a risk master trust has always been how to get the insurance groups on side. ALLAN BETTS gives an insurance p...

Financial planning

WHILE Associated Planners’ Solar product remains the only risk master trust product currently in the market, the news last month that Professional Investment Services (PI...

Financial planning

IF YOU as a financial services professional think consumers have some way to go in understanding the nature of investments and the provision of advice, get ready for a bu...

Financial planning

Will risk profiling stand up in the face of a liability claim? ROBERT KEAVNEY explores the strengths and weaknesses of risk profiling in an increasingly litigious busines...

Financial planning

Following his retrospective a month ago, TOM COLLINS looks forward and predicts what changes and trends will emerge over the next four years and the impact they will have...

Financial planning

The drought on the risk master trust front has been broken by the news that Professional Investment Services will launch a risk master trust product. FIONA MOORE reports ...

Life/Risk

Trauma insurance grew out of the early 80’s Critical Illness insurance developed in South Africa. Since that time this type of insurance has spread across the globe and i...

Life/Risk

American International Assurance (Australia) (AIA) launched Women’s SmartCover, a female crisis assistance benefit, this month. This introduction of a targeted women’s pr...

Life/Risk

Are you thinking that risk insurance is not the force it once was? Well it may be time to think again as the product that built the industry re-asserts itself. JASON SPIT...

Financial planning

THE ASSOCIATION of Financial Advisers (AFA) has negotiated a deal to find insurance cover for its members through the London-based Lloyds group in order to bypass the wor...

Financial planning

While the honeymoon is over between financial planners and accountants, the issue of estate planning has forced the two back together, throwing in solicitors for good mea...

Financial planning

Queensland-based stockbroking business Wilson HTM completely recreated its business in 1996, because it had to. Now six years later, it has bedded down the introduction o...

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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 3 days ago

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

1 week 5 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 3 days ago
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