LIFE INSURANCE
Funds management
Industry speculation that changes to the asset test exemption would trigger a rush by investors into annuities has been supported by new statistics compiled by the Austra...
Financial planning
Investments in life insurance grew by 11 per cent over the year to September 2004 according to the latest statistics from Melbourne based research group Plan For Life....
Financial planning
The Federal Government has announced that it will hold another round of industry consultation on choice of fund, after new draft regulations outlining the implementation ...
Life/Risk
Australians should receive a minimum of one dollar per week of death insurance cover and the Government must do more to educate the public about the potential pitfalls as...
Life/Risk
Commission disclosure under Financial Services Reform is contributing to Australia’s chronic underinsurance problem rather than alleviating it and driving churning betwee...
Financial planning
In 2002 the humble brussel sprout was elevated to celebrity status in Australia’s retirement industry through NRMA and its offshoot, ClearView Retirement Solutions....
Financial planning
Increasing levels of industry sophistication and improving technology mean existing financial planning proprietors wishing to sell their business will no longer be able t...
Financial planning
MLC is counting the cost of an internal system error that has resulted in the overpayment of commissions to financial planners and could cost the group several million do...
Financial planning
NZ-based general and life insurance firm Tower will seek to grow by acquisition using a $130 million cash payment it will receive next year from the sale of its wealth ma...
Financial planning
The financial services industry has been given three short weeks by Minister for Revenue and Assistant Treasurer Mal Brough to comment on a consultation paper which will ...
Rate the raters
The second annual Rate the Risk Raters survey reinforces the growing role of risk researchers, but not everyone is happy. LIAM EGAN reports....
Life/Risk
Almost half of Australians believe life insurance is a “waste of money” according to a new Commonwealth Bank survey that found less than one in three adults have a person...
Financial planning
Capstone Financial Planning has continued its push to establish a national financial planning presence with the opening of a Brisbane office....
Rate the raters
Damian Franco knows a fair bit about risk rating research. When he was state manager at Guardian Financial Planning a few years ago, he was given the onerous duty of sort...
Financial planning
Sarah Bergman is a 25-year-old financial planner with a bright future. But it has taken a sudden life threatening illness for her to realise what she has to achieve in he...
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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...