INSURANCE
Financial planning
Lifestyle Investment Property this month launched a new investment scheme despite being subject to a winding up notice from the Australian Tax Office....
Financial planning
Financial Services could soon be the latest product line for network marketers similar to those who have reshaped the cosmetics and healthcare industries....
Financial planning
New Zealand domiciled managed funds investing in Australian and New Zealand equities have filled the majority of Morningstar's list of top ten performers for the quarter ...
Financial planning
How much of your time is spent advising on risk products? Do you outsource?...
Financial planning
I remember, when discretionary master trusts were becoming popular in the mid-nineties, business development managers (BDMs) employed by fund managers were concerned abou...
Financial planning
A recent study has found that financial advisers are less aware of their Y2K than they ought to be. John Desmond outlines the findings of the survey and the impact of the...
Financial planning
Do you offer a housing loan service to your clients? Why/Why not?...
Financial planning
“Hello, Nick Bruining speaking.”...
Financial planning
IFSA’s first comprehensive financial services conference will kick off on Monday evening, July 19 and run through until 5pm Wednesday July 21 at Melbourne’s Convention Ce...
Financial planning
The question “are banks a threat to your business” (Money Management Adviser Feedback March 18) is essentially asking whether banks will be a viable competitor and steal ...
Financial planning
Wrap accounts have been one of the big conversation starters at recent industry gabfests. Paul Resnik asks if the whole debate is missing the most important person, the c...
Financial planning
PolicyLink founder Bernard Kelly jetted off last week to open an office in South Africa. It will trade in life insurance policies and is expected to generate turnover of ...
Financial planning
The Certified Financial Planner (CFP) designation will become as well recognised as the Certified Practising Accountant (CPA) within ten years, according to a visiting CF...
Financial planning
National Mutual is to sell a wholesale superannuation master trust through independent advisers — the first time it has gone outside its tied distribution network....
Financial planning
Regulators are set to apply the heat to financial planning groups and broking groups on Y2K readiness, following apparent apathy over the problem....
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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...