INSURANCE
Financial planning
When Australian financial planner Cameron Knox was 24, an English financial planning company specialising in the expatriate market sent him to help look after the financi...
Financial planning
Assirt has slapped a hold notice on Paladin property trusts following the decision by Norwich and Paladin minority shareholders to offload the group to Deutsche Asset Man...
Financial planning
NRMA has rolled out a new income protection policy which makes use of agreed value and in-demnity contracts within the same policy....
Financial planning
Towers Perrin is entering the outsourcing market, rolling out a package aimed at large corpo-rate superannuation funds....
Life/Risk
The future of Australia’s life insurance industry may be in serious doubt, following a dark skies forecast from former AMP Financial Services managing director Ray Greens...
Life/Risk
Life insurance companies are about to embark on a major industry-wide outsourcing campaign, according to a recent research report....
Financial planning
Financial advisers will soon be rated by Queensland-based Adviser Ratings in or-der to provide consumers with a guide to financial advisers....
Financial planning
Pacific Rim Investments has unveiled ambitious plans to take over the mantle of Australia’s biggest independent financial planning group....
Financial planning
Mercantile Mutual has repositioned its full suite of risk products to reflect chang-ing market conditions...
Financial planning
Melbourne-based financial planning research and software group PlanTech Consulting has made its first foray into overseas market with a deal in South Africa....
Financial planning
Australian managed funds research pioneer Assirt is set to change ownership under a proposed deal between parent company St George Bank and Bourse Data....
Financial planning
The New Zealand Government's proposed pre-funded superannuation scheme could be in place by July next year, according to Peter Harris, economic adviser to Finance Ministe...
Financial planning
The superannuation industry has largely underestimated a shift in employer mood, with many employers now fed up with complex and demanding employee benefit structures....
Financial planning
The National Australia Bank will separate its insurance and investment operations from banking in a restructure, following the acquisition of MLC from Lend Lease...
People & Products
Bridges Financial Services is up for sale. Chief executive officer Colin Scully who stepped down from his role with Bridges on June 30 says that he made the sell recomm...
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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...