INSURANCE
Financial planning
Jillian Segal examines how the Australian Securities and Investments Commission regulates e-commerce, so consumers can participate with confidence in these new developmen...
Life/Risk
The insurance world was recently shaken to its core with news from the States that even insurance executives were involved in fraud....
Financial planning
Sealcorp is to ramp up its wrap account service and add screen scraping facilities to the adviserNet online service for advisers....
Financial planning
Financial planners contemplating a move from adviser to manager should develop fail-safe business strategies before making the leap, according to Heraud and Harrison dire...
Funds management
Lifeplan Financial Group has begun discussions with two fund managers with a view to a merger or acquisition within the next few months. ...
Financial planning
Mercantile Mutual has unveiled a 48 per cent growth in net profit in the year to September 30 to $174 million, thanks to its fast growing funds management and life insura...
Financial planning
Life insurance companies will not require policy holders to undergo genetic testing under a ruling delivered by the Australian Competition and Consumer Commission (ACCC) ...
Life/Risk
Insurance and science are set to collide as genetics moves out of the lab and into the underwriting book. ALAN DOBLE takes a look at the state of play in life insurance a...
Editorial
While the issue of life insurance will usually crop up at some point in discussions with a client, HELEN TROUP believes that a discussion of risk should cover the well-be...
People & Products
Why would one of Australia’s most successful financial planning distribution businesses spend millions on setting up a direct distribution business? Stuart Engel speaks w...
Financial planning
Singapore’s financial planning industry has become one of the first in the South East Asian region to adopt a licensing regime for independent financial advisers (IFAs)....
Financial planning
Supplying the right financial services to each client is not always a simple task, especially when the client base numbers in the millions. Jason Spits looks at how the C...
Financial planning
The changing face of life insurance can be confusing to those not following the movements in products and suppliers. Doug Scriven takes a look at what has happened in rec...
Financial planning
AXA has signed a deal with US-based accountants Grant Thornton to offer financial planning services to its business clients....
Financial planning
Why would one of Australia's most successful financial planning distribution businesses spend millions on setting up a direct distribution business? Stuart Engel speaks w...
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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...