INSURANCE

Financial planning

INVESTOR Security Group (ISG) owner and director Robert Keavney has teamed up with Malcolm Turnbull to launch a new planning group aimed at the high-net-worth end of the ...

Financial planning

ASSIRT and Asgard will form a closer relationship in the future following the appointment of Caroline Saunders to oversee Assirt’s funds research business in addition to ...

Financial planning

THE RECENTLY launched Boutique Financial Planning Principal Group (BFPPG) has almost doubled its membership in its first month of existence since launching at the end of ...

Financial planning

The providers of margin lending products could be the next victims from the worsening crisis over professional indemnity insurance for financial planners....

Financial planning

PROFESSIONAL indemnity insurance premiums have risen dramatically in the financial advisory marketplace, resulting in more costly advice and administration fees for consu...

Financial planning

Alternative investments challenge the very core of investment theory because they open up the debate between relative and absolute returns. As FIONA MOORE reports, it is ...

Financial planning

While SRIs have been an attractive option for many investors, the honeymoon may well be over. KATE KACHOR reports on what effect the current insurance crisis and the publ...

Financial planning

Mortgage fraud can significantly impact a client’s available funds, thanks to the fudging of a few figures enabling individuals to borrow more than they should. SIMON PUR...

Financial planning

Three months after the Financial Services Reform Act was passed, ASIC is still pushing its licensing message to the financial services industry to get organised and get c...

Financial planning

Just over a year since Suncorp Metway purchased the Australian GIO general insurance business of AMP for $1.24 billion, it has announced a major recruitment of financial ...

Funds management

Building society IMB has continued its recent push into the wider financial services business with the development of a funds management division....

Life/Risk

While the insurance industry is in disarray and premiums are going through the roof, risk insurance is too important to be dismissed. JOHN ASHTON reports on how planners ...

Financial planning

Professional Investment Services (PIS) has confirmed they are working towards launching a risk master trust and are currently in talks with a number of risk providers in ...

Financial planning

Investor Security Group (ISG) owner and director Robert Keavney will team up with Malcolm Turnbull to launch a new planning group aimed at the high net worth end of the m...

Financial planning

Sealcorp’s director of investments and insurance, Caroline Saunders, has landed the job looking after Assirt’s funds research business in addition to her responsibilities...

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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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