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Financial planning
The Australian Securities and Investments Commission has launched civil action on behalf of Westpoint investors against advisory firm Brighton Hall Securities....
Financial planning
A preference for dealing with high-net-worth clients may see some financial planners miss out on securing the valuable next generation of clients, particularly if mortgag...
Editorial
There may be nothing illegal about the direct marketing tactics being employed by some financial services companies, but when the regulator starts dealing with the conseq...
Life/Risk
Changes will affect all existing and new personal protection portfolio customers, according to MLC....
Financial planning
National Australia Bank has completed its acquisition of Aviva, but it is business as usual for Aviva Investors in Australia....
Life/Risk
ASIC has acted to tighten up on the direct marketing of insurance products, warning a marketing services company that its telephone sales risked misleading consumers....
Financial planning
Australia Post is running a 'lifestyle survey' that canvasses consumers' use of investment products, including margin loans and reverse mortgages, and then provides leads...
Life/Risk
Many of the larger life insurers are not participating in industry fund tenders because of the upheaval that occurs at the frequent renewals, according to APRA executive ...
Financial planning
A deed of company arrangement that prevented investors from taking legal action against the group has been found by the Federal Court to be invalid....
Financial planning
Actuarial conference is told that banks must be prepared to accept tougher capital adequacy and improved accounting standards to avoid a repeat of the global financial cr...
Financial planning
National mortgage broking company Refund Home Loans has entered into a joint venture with PIS under which it will offer the group's financial products to its existing cli...
Financial planning
Advisers should have a working knowledge of clients’ Medicare reports, writes Col Fullagar....
Editorial
What can be done to stop the rot in financial services? Steve Browning discusses....
Life/Risk
Completing insurance applications has often required advisers and clients to traverse sensitive ground when it comes to clients' medical histories, but those awkward and ...
Financial planning
The hunt is on for a buyer as time runs out for investors in Great Southern's managed investment schemes....
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...