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INSURANCE
Life/Risk
Macquarie Private Wealth has appointed Patrick Dieter to the role of head of national wealth protection in a newly created role....
Funds management
Commbank had recorded a strong September quarter on the back of a recovering wealth management division....
Financial planning
CoreData research has confirmed that the major banks are dominating the mortgage market, with Westpac and Commonwealth Bank holding 48.9 per cent of all outstanding resid...
People & Products
Insurer AIA Australia has appointed Damien Green as its new chief executive, replacing Stuart Harrison, who resigned in March this year to take up the role of chief execu...
Funds management
Macquarie is looking to its fundamental equities funds as a significant area of new business for the group....
Editorial
Westpac chief executive Gail Kelly describes result as sound in a challenging year....
Financial planning
AMP argues for changes to fund categorisation - a move that would eliminate the distinction between industry funds and retail master trusts....
Financial planning
Professional Investment Services will draw on a $17 million fund it created in 2007 to cater for claims made against the company from Westpoint investors....
Financial planning
The Commonwealth Banking Group has reported stronger inflows through the September quarter combined with solid insurance premium growth....
Life/Risk
Broker falsified loan applications for premium insurance funding....
Financial planning
Advisers will assess providers on factors including underwriting, new policy processing, claims processing, electronic capability and technical service and support....
Financial planning
Plans to divest all insurance and investment management operations globally, echoing the recent sale of the local business to ANZ....
Life/Risk
The tightening of the professional indemnity insurance market has led the corporate regulator to amend its requirements of Australian Financial Services Licensees....
Editorial
Concessions and how people should access and pay for advice have emerged as the key issues in relation to superannuation and financial services reform....
Financial planning
Structured products are often marketed on the premise that they can help protect an investor’s underlying investment. However, as Lucinda Beaman reports, advisers should ...
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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...