Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
INSURANCE
Accounting
Dealer group My Adviser has announced the launch of a specialist package for accountants, which it claims will go beyond the proposed legislation....
Financial planning
Complaints to the Financial Ombudsman Service jumped in the first quarter of this year, while three quarters of resolved cases were by agreement rather than FOS decision....
Superannuation
SMSF trustees are using CFDs to become more strategic with their portfolios and to ensure recent downturns are not adversely affecting their retirement goals, according t...
Life/Risk
Col Fullagar suggests that the need for an underlying logic in any risk insurance recommendation, including TPD, is an important component of safe advice....
Life/Risk
Direct life insurance will account for 40 per cent of all new insurance business by 2021, according to Plan For Life data....
Financial planning
A former director of a South Australian insurance broker has appeared in the Adelaide Magistrates Court on 88 charges of dishonesty following an investigation by ASIC....
People & Products
Superannuation insurance provider Beazley has appointed a new head of finance for Asia-Pacific and an Australian claims manager....
Financial planning
Despite the rise of direct channels, financial planners are better poised to engage customers about life insurance, according to industry executives....
Editorial
TAL’s Jim Minto argues that while the current economic climate is continuing to worry consumers, now more than ever is precisely the time financial advisers and insurers ...
Funds management
New analysis from the US suggests investors are insisting hedge funds insure against the untimely demise of their investment gurus....
Financial planning
A former adviser for Guardian Financial Planning has pleaded guilty in the Downing Centre Local Court to falsifying 65 insurance applications in order to collect commissi...
Superannuation
SPAA chief executive Andrea Slattery believes the new licensing regime set to replace the accountants' exemption would create a bigger role for the association....
Superannuation
The SMSF Academy's Aaron Dunn looks at some of the changes flowing from the Stronger Super reforms and how those changes will affect SMSFs....
Editorial
Given the slowest share market recovery in years, many investors will wait it out before diving back in. But taking the same approach with asset allocation in superannuat...
Editorial
Susanna Khouri believes the Trio Capital debacle has highlighted the need for better mechanisms to compensate investors for loss....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...