INSURANCE
Superannuation
We’ve been called the lucky country. For a while we aspired to be the smart country. Are we now at risk of becoming the country that never retires?...
Financial planning
A number of the large established life companies aren’t giving the start-up operations in New Zealand much hope of either survival or profitability....
Financial planning
Claims experience would indicate that some work is still needed by life insurance companies in managing that part of their business. Jason Spits examines what lessons may...
Financial planning
Deutsche Bank has agreed to pay $US2.5 billion for the struggling funds management arm of Zurich Financial Services, Zurich Scudder Investments, in a global deal also exp...
Financial planning
Accounting and financial planning consolidator Investor Group has picked up another regional accountancy practice, this time entering an agreement to acquire a Tasmanian ...
Superannuation
Retiree clients of financial planners will be able to tap into the capital base of complying income streams when changes to legislation come into effect on Thursday....
Financial planning
Minister for Financial Services Joe Hockey paid tribute to the Australian and global financial services industry this morning at the launch of the Securities Institute’s ...
Financial planning
Shockwaves from the attacks on the World Trade Center in New York have reached the Australian financial markets, with the Australian All Ordinaries plunging more than fou...
Financial planning
The retail financial services industry has the opportunity to implement technology which will make it the envy of the financial services world. But, Tom Collins reckons t...
Financial planning
The Australian Securites and Investments Commission (ASIC) has banned a New South Wales securities representative and jailed a Queensland insurance broker, in its latest ...
People & Products
Former Mercantile Mutual managing director Rodney Atfield has joined the Australian Prudential Regulation Authority (APRA) as an independent member of the Board....
Financial planning
Small dealer groups will be the fastest-growing sector of financial planning in the next five years, says industry commentator Tom Collins....
Financial planning
Tom Collins reckons the Financial Services Reform Bill currently before parliament will make life easier for unscrupulous operators and tougher for the honest opertors. H...
Financial planning
The Financial Planning Assocication (FPA) has called on the Federal Government to enshrine the terms “financial planner” and “financial adviser” in the Financial Services...
Financial planning
Advance Funds Management and Colonial First State picked up the bulk of the funds management gongs at last night’s Personal Investor Awards at Sydney’s ANA Hotel....
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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...