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Financial planning
Founder of Frontier Advisors Fiona Trafford-Walker has been named Woman of the Year as part of the Money Management/Super Review inaugural Women in Financial Services Awa...
People & Products
TAL has appointed Emlyn Pugh as head of retail claims to bolster its newly centralised operational centre....
Life/Risk
Fortnum Financial Advisers is requiring the major risk insurers to meet a higher set of standards before they can be admitted to the group’s APL as “preferred insurers”....
Life/Risk
Financial advisers still face some high hurdles in trying to match clients’ risk insurance needs with solutions but there are ways of overcoming these challenges, writes ...
Financial planning
Sam Hills outlines what should be on a financial planner’s regulatory radar – and it’s not just the usual suspects....
Financial planning
Life insurer TAL this week acquired all of the shares in the online life insurance business Lifebroker that it did not already own. ...
Financial planning
Financial advice has remained the major issue in almost all areas of investment-related complaints filed with the Financial Ombudsman Service. ...
Editorial
A close reading of the submissions so far lodged with the Senate Committee investigating the operations of ASIC suggests the newly-elected Abbott Government will be right...
Superannuation
Corporate super specialists have been the most negatively affected by the Future of Financial Advice (FOFA) reforms due largely to a misunderstanding about the services t...
Editorial
With both bonds and equities looking set to struggle if inflation rises, it will be important to limit exposure to them via diversification and dynamic asset allocation, ...
Life/Risk
ASIC deputy chairman Peter Kell has used his speech at the AFA national conference to announce major surveillance of retail advice with respect to life insurance. ...
Financial planning
The BT life insurance business this week laid claim to passing a milestone, with one million policies now in-force....
Superannuation
New data shows it was the over-65s who were most optimistic following the election result. ...
Life/Risk
Col Fullagar delves into the pros and cons of winding up an income protection policy and taking a commuted benefit, and what the process of commutation involves. ...
Superannuation
Superannuation funds should be permitted to 'bundle' consent by their members to provide information covered by the Privacy Act, according to ASFA. ...
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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...