INSURANCE
Financial planning
Businesses such as iRefund thrive when consumers feel they are not getting value for the commissions paid to financial planners....
Financial planning
Recent study finds people are increasingly using the global financial crisis as a reason to cancel their life insurance policy....
Financial planning
CAROLINE MUNRO reports on the pressing need for better retirement products, particularly in light of the growing longevity risk in Australia and the impact of the global ...
Financial planning
DANTE DE GORI considers ways to keep a client’s transition to retirement strategy on track in the face of injury or illness....
People & Products
Macquarie Adviser Services recruits AMP's Cameron Spittle to head up sales for Macquarie Wrap....
Financial planning
The new structure will incorporate changes from the forthcoming sale of Elders' insurance operations to QBE....
Superannuation
What legislation has been passed and what's in store from July 1, 2009? JOHN CIACCIARELLI provides an update....
Editorial
The rapid expansion of the financial services industry in Asia was fuelled by an unprecedented bull market run. However, in the wake of the global financial crisis, some ...
Financial planning
ROBERT KEAVNEY assesses the IFSA Charter on superannuation, and concludes it will lead to a fundamental change in corporate superannuation advice....
Financial planning
Move comes after restructure of back-office and review of research processes....
Financial planning
The managing director of Russell Investments, Chris Corneil, believes super funds should not expect too much from their members in terms of making asset allocation decisi...
Life/Risk
The Association of Independently-Owned Financial Planners board is today meeting with Australia's five insurance underwriters to ask for a 25 per cent reduction in PI pre...
Life/Risk
AXA general manager of financial protection Michael Rogers has cast some doubt on market speculation that more planners are selling more life insurance....
Editorial
Records profit of EU$201 million in second quarter of 2009 due to reduced costs....
Editorial
Impairment charges have combined with a fall in funds under management and a decline in wealth management revenues to see the Commonwealth Bank report a 7 per cent decrea...
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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...