Westpac is aiming to sell financial services products to 30 per cent of its 5.6 mil-lion strong customer database....
NRMA Financial Services’ planners will be one of the key distributors of superan-nuation services aimed specifically at small to medium business groups (SMEs)....
The window of opportunity for financial advisers who wish to join the Financial Planners and Investment Advisers Association (FPIA) and retain their current status is abo...
Life insurance companies are going to have to work a lot harder in future if they want to win business from financial advisers....
The investment industry appears unfazed by the election of a centre/left Government in New Zealand and has adopted a ‘business more or less as usual’ approach to the resu...
National Mutual has indicated it will continue to expand rapidly in Asia, following its acquisition of a controlling interest in the Japan-based life company Nippon Danta...
From a rocky start six years ago, the Colonial Partners is paying dividends for its parent group. John Wilkinson traces the trailblazing path left by one of the first pla...
The mission by the financial services giants to dominate the financial planning industry is now complete....
IRD casts eyes over life companies The Inland Revenue Department (IRD) is auditing several life companies as its review of the life insurance taxation regime steps up a g...
Financial planners can develop a very profitable business from selling corporate su-perannuation, but the key is using an outsourcing service like a master trust, says BT...
The financial institutions have emerged as the dominant players in the financial planning industry as they attempt to corner customers across the whole spectrum, from the...
The Financial Services Complaints Resolution Scheme (FSCRS) has gained the approval of the Australian Securities and Investments Commission (ASIC) to oper-ate as an exter...
The Inland Revenue Department (IRD) is auditing several life companies as its review of the life insurance taxation regime steps up a gear....
Zurich Financial Services is to concentrate on organic growth to further develop its Australian business....
The superannuation choice of fund proposal has been on the Federal Government’s to do list since the Coalition came to power in 1996. And while the Government considers i...
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...