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Life/Risk
Financial planner satisfaction with life insurers remains high but some are looking for alternatives, according to the Investment Trends 2011 Planner Risk Report....
Financial planning
The Australian Securities and Investments Commission has banned Rory Mor Macleod Deutsch from providing financial services for four years following an investigation....
Life/Risk
AMP has made enhancements across its individual and group insurance products as well as simplifying processing and end-to-end service time....
Financial planning
<b>Latest Edition:</b> Criticisms of financial planners by compensation lawyers were recently labelled shameless by industry leaders and dealer groups, while the Governme...
Financial planning
Genworth has announced its intention to sell a stake in its Australian business amid reporting a sizeable profit decline in the US....
Editorial
When clients fail to do their bit in the client-adviser relationship, financial planners are often blamed for unfavourable outcomes. Col Fullagar proposes a way to avoid ...
Superannuation
Following the Government's release of the Stronger Super information pack, Jeffrey Scott outlines some of the major changes about to happen with respect to insurance with...
Editorial
Despite posting a solid profit of $5.36 billion, ANZ Banking Group's wealth management division struggled over the past year, according to its full year results posted on...
Financial planning
Westpac finishes year with solid profit and acknowledging contribution of BT and an efficient cross-sell....
Life/Risk
General insurance providers will now be able to send their product disclosure statements (PDSs) to retail clients after the quote is given, following the class order reli...
Policy & Regulation
<b>Latest Edition:</b> The financial planning industry was recently caught off guard by last-minute Government changes to the FOFA legislation. The changes were reportedl...
Financial planning
The global financial crisis (GFC) acted as a catalyst for many financial planners to change their business models - something that has placed them in good stead as they d...
Financial planning
Melbourne-based Romad Financial Services (RFS) has had a decision by ASIC to cancel its licence stayed by the Administrative Appeals Tribunal (AAT)....
Financial planning
NAB has reported a strong full-year result, but while increasing financial planner numbers, MLC and NAB Wealth have continued to struggle....
Financial planning
The industry needs to turn its lobbying focus back towards educating consumers about the dangers of underinsurance, according to CommInsure's Tim Browne....
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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...