POWERED BY MOMENTUM MEDIA
INSURANCE
Life/Risk
The cross-selling of insurance and other products by the major banks may become an issue as the Government moves towards the so-called "auto-consolidation" of multiple su...
Financial planning
Financial planners may have embraced life/risk as a valuable revenue stream in recent times but that was not necessarily reflected in the life/risk sector's underlying st...
Financial planning
A financial adviser has raised concerns about some of the marketing strategies used by banks to sell life insurance, which could have a negative financial impact on risk ...
Financial planning
The provisions concerning general advice raise more questions about where the line is drawn between personal and general advice, according to King & Wood Mallesons specia...
Life/Risk
Some insurance and credit comparison websites are not properly licensed to provide financial services, according to ASIC....
Life/Risk
Most Australians would rather spend any extra income on building up their savings than upgrading their life insurance policies, according to a national poll by TAL....
Life/Risk
The importance of life/risk sales to financial advisers' revenue streams has been underscored by the latest data released by research house DEXX&R....
Life/Risk
Life insurance and income protection could protect a family's financial interests if the worst were to occur, according to Smartline Personal Mortgage Advisors....
Life/Risk
TAL chief executive Jim Minto points to the factors driving up group insurance premiums....
Financial planning
Mortgage Choice Financial Planning has embarked on the 'soft launch' of the mortgage broker's planning business, opening the doors to two new franchises....
Financial planning
Decimal's Jan Kolbusz says cloud technology could be the key to providing end-to-end, seamless financial advice....
Financial planning
BNP Paribas Securities Services has launched an administration service for alternative assets which it says is aimed at helping institutional investors manage their priva...
Accounting
Financial Services Minister Bill Shorten has released draft regulations outlining a limited licence for accountants, replacing the accountants' exemption replacement regu...
Superannuation
Former Prime Minister and Treasurer, Paul Keating has called for Australia to pursue a sustainable post-retirement incomes regime beyond the current compulsory superannua...
Superannuation
Centric Wealth has pointed to pitfalls now confronting SMSFs in meeting insurance requirements....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...