INSURANCE
Financial planning
Norwich Union has confirmed its future distribution strategy will be adviser-driven with no plans to introduce direct selling, says managing director James MacKenzie....
Financial planning
1. Name: Norm Whyte 2. Job title: Proper authority holder 3. Dealer group: Professional Investment Services ...
Financial planning
Support for a compulsory retirement savings system in New Zealand continues to gain ground according to the latest SaverPulse survey. Head of the Investment Savings and I...
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...
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
Profits for margin lending providers are artificially high, according to an industry figure....
Financial planning
Global spending on information technology to attract and keep customers is growing at more than 40 per cent a year and it’s not hard to see why....
Financial planning
AM Corporation has made its first foray into international markets with the launch of a fund dealing in international traded policies....
Financial planning
Direct distribution of general insurance products has reached maturity in the UK after only about five years as a major force in the market....
Financial planning
America’s first gay and lesbian Internet bank opens its doors on May 31, expecting to attract 66,000 customers and assets of US$1 billion within five years....
Financial planning
At least 300 insurance brokers are trading illegally, according to the Australian Securities and Investments Commission (ASIC)....
Financial planning
Two events of the past month have the potential to turn the retail financial services market on its head. Tom Collins examines the possibilities opened up by the sale of ...
Financial planning
Nearly two years after the Wallis Inquiry, the long awaited reforms to the regulation of the nation’s financial markets are at last on the home stretch, with the release ...
Financial planning
People like Prudential Investment senior executive Lester Anderson are proof that the fine art of salesmanship is alive and kicking in the financial services industry. St...
Financial planning
BBL Funds Management has been acknowledged as Australia's best provider of retail financial services through a direct channel, according to new findings released by Sydne...
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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...