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LIFE INSURANCE
Financial planning
David Haintz sees himself as one of the younger breed in the Australian financial planning industry – something he says is reflected in the approach Haintz Financial Serv...
Financial planning
We are a financial planning practice that has developed from the old style insurance company. Because of this, we have about 4,000 clients spread all over Australia. Unde...
Financial planning
Insurance Australia Group (IAG) has exited the financial planning arena, selling its Clearview business to MBF Australia for around $220 million plus an additional earn-o...
Financial planning
The number of complaint schemes operating in the industry is set to shrink. John Wilkinson reports from the inaugural Financial Industry Complaints Service (FICS) confere...
Life/Risk
By structuring the ownership of personal life insurance policies via superannuation, it may be possible to fund such premiums from pre-tax earnings, says Andrew Lowe....
Financial planning
How well do the Australian and New Zealand life insurance markets stack up against each other? Mike Taylor investigates....
Financial planning
The life insurance industry had gone off the rails. But, as Jason Spits writes, fortunes are slowly turning as it returns to its core competencies....
Financial planning
Despite market uncertainty rattling more than a few in the financial services food chain, the Aon group is not content to join the pack of sharemarket watchers, writes Ka...
Financial planning
As an investment vehicle, pooled development funds (PDF) are not new. However, changes in the taxation of these funds has resulted in their revival. John Wilkinson report...
Financial planning
AMP Henderson Global Investors head of retail distribution Krystyna Weston has signalled her intention to leave the group and set up her own business after moving into a ...
Financial planning
Q: Under financial services reform (FSR) I am afraid that I cannot afford some of my clients, or more correctly, they cannot afford me. I have heard conflicting comments ...
Financial planning
Money Management’s Top 100 Dealer Group Survey highlights the enormous impact a National Australia Bank takeover of AMP would have on the financial services industry. Mik...
Financial planning
The financial planning arm of Mercer HR Consulting - Mercer Financial Planning - is executing a new business strategy to enable it to offer a full suite of financial serv...
Financial planning
Veteran risk adviser John Zwiers says the great trouble with the financial planning industry is that it pays lip service to the risk industry – and it has got to stop....
Financial planning
Over the past year, the Tower group has redirected its overall strategy and returned its focus to the risk end of the market. Lucie Beaman looks at what this means for th...
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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...