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Life/Risk
Part One of this article looked at the reasons why claims management should be viewed as an integral part of the holistic advice process. In this Part Two, Col Fullagar l...
Editorial
There exists plenty of evidence that the External Dispute Resolution regime and its interplay with PI cover is proving problematic for the financial planning industry. Mi...
Superannuation
Multiport's La Greca argues that personal circumstances rather than account balances should be the key to establishing an SMSF. ...
Financial planning
Touted as the next frontier for accountants, Limited Australian Financial Service Licences (AFSLs) are starting to gain traction with planners too. But what makes them so...
Financial planning
Metlife appoints Damien Green as interim Australian CEO following looming departure of Marc Lieberman. ...
Financial planning
Financial services was one of only a handful of industries to experience no salary growth last year, a report shows....
Superannuation
Government warned significant insurance benefits could be lost if the small account super threshold is lifted to $4000 and then $6000....
Life/Risk
With professional standards becoming more demanding and clients’ risk insurance expectations rising, it’s time for advisers to adopt a genuinely holistic approach that en...
Financial planning
Mark Vilo explains how social media amplifies your chance to cut through and create a stimulating and sustainable relationship with your current and potential client base...
Industry superannuation fund legalsuper has negotiated a three-year premium freeze with its insurer following a review of its member insurance offering....
Editorial
Throughout 2013, ASIC executives repeatedly used AAA Financial Intelligence as an example of how not to run a financial planning dealer group....
Financial planning
With the festive season well and truly upon us, now is a good time to examine the obligations of financial advisers in relation to receiving non-monetary (or soft dollar)...
Financial planning
North American play costs QBE $250 million this year....
Editorial
Nobody should be surprised by research released by major insurer TAL suggesting that people are more inclined to resort to the internet and search engines as a primary so...
Editorial
Karyn Hilton has been named Life Insurance Executive of the Year as part of the inaugural Money Management/Super Review Women in Financial Services Awards 2013. ...
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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...