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INSURANCE
Financial planning
Lump sum or pension reasonable benefit limit? Scarcity or abundance? What do you recommend to your clients in relation to superannuation? Grant Abbott puts it to the test...
Superannuation
The changing face of superannuation has opened new markets for planners to service. While small scale super has been an easy target, Chris Kelaher examines how planners c...
Financial planning
Three developments in recent weeks point to an elevation of the financial planning industry onto the national political stage....
Financial planning
Caroline Saunders has moved into the newly created position of investments and insurance director at Sealcorp....
Financial planning
AXA Asia Pacific Holdings and Alliance Capital Management have signed an agreement to merge investment operations in Australia and New Zealand....
Financial planning
Phillip Matthews has been named as the first permanent chief executive the Financial Planning and Insurance Advisers Association (FPIA)....
Financial planning
The Colonial brand is set to disappear from the New Zealand financial services landscape....
Financial planning
Greg Kirk has taken over the helm at AMP Financial planning, following the promotion of incumbent Steve Helmich in August....
Financial planning
Tower Life has launched what it considers the first life insurance product to be available online....
Financial planning
Prominent financial services industry figure Kate Mulligan has taken on the role of director of marketing with Sealcorp....
Financial planning
New Zealand’s funds management industry says overseas-based fund managers may snare most of the business for the Government’s proposed superannuation fund....
Superannuation
Educated investors are no longer willing to put up with financial plans which don't meet their needs but advisers have ways to protect themselves as <B>John Wilkinson</B>...
Superannuation
While the Rolling Stones sang 'You can't always get what you want', that hasn't stopped planners seeking the ideal product. <B>JULIA NEWBOULD</B> examines what advisers a...
Financial planning
It’s like a ticking time bomb sitting beneath the financial planning industry. Tax legislation aimed at snaring IT and construction contractors has unintentionally caught...
Financial planning
One of Australia’s most established financial planning networks, Deutsche Bank Financial Plan-ning, is up for sale alongside Deutsche Funds Management (DFM)....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...