INSURANCE
Financial planning
National Mutual's rebranding as AXA has been highly successful and the revamped company is now poised for growth, according to New Zea-land chief executive Ross McEwan....
Financial planning
In another sign that financial planning at the Big Five accounting firms is undergoing a major shakeup, a group of advisers, headed by Deloitte Financial Services directo...
Financial planning
Greg Gunther has a pilot's licence, but has never used it in his work as a fi-nancial adviser in the Darling Downs of rural south-east Queensland. A shame, as the flying ...
Financial planning
National Mutual continues to be the clear leader in attracting life insurance premiums, despite strong inflow growth from arch-rival AMP. National Mutual subsidiary AC&L...
Financial planning
A dramatic 217 per cent increase in new business for Colonial's mas-ter fund has helped its Australian retail operations turn in a net profit of $152 million for the 1999...
Financial planning
There has been considerable publicity surrounding the state of the lawyers' private mortgage industry. Much of the attention has focused on two issues. Firstly, the loss...
Financial planning
Regulation is a tricky balancing act for our financial services watchdogs. Tom Collins puts the case for less proscription on the latest batch of proposals from ASIC....
Financial planning
The Financial Planners and Investment Advisers Association (FPIA) needs to improve its structure if it is to administer a registration scheme for financial advisers, acco...
People & Products
Graham Currie has resigned after 22 years in the top job at Insurance and Finance Managers of Australia (IFMA)....
Financial planning
Financial planning group Hampel Financial & Insurance Services has joined the Associated Planners camp in South Australia....
Financial planning
With the Telstra II share offer just around the corner, it is worth contemplating the uneasy relationship between share trading and financial planning....
Financial planning
Despite a brief hiatus, demand for back office services from financial services organisations looks set to boom. Samantha Walker discovers why....
Financial planning
When we last left our favourite lemming, newly annointed dealer principal Nick Bruining, being atacked by a group of brochure delivery men (BDMs). In this exciting instal...
Financial planning
Enthusiasm for the inaugural conference of the Financial Planners and Investment Advisers Association (FPIA) appears muted with attendance numbers projected to fall below...
Financial planning
Commission disclosure for life insurance products is no stranger to controversy. Gareth Cosslett asks if the latest battle, concerning two pieces of key financial service...
Never miss the latest news and developments in wealth management industry
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...