LIFE INSURANCE

Financial planning

Disadvantaged investors are not bound by yesterday’s undertaking to industry regulators by the National Australia Bank to pay $67.2 million in compensation following prod...

People & Products

Macquarie Funds Management has made an internal appointment to fill the gap left by former international division head, Ben Bruck, who became head of the group following ...

Financial planning

Some financial planners are moving into risk insurance, an area historically occupied by life agents. Craig Phillips looks at some of the drawbacks of such a move....

Financial planning

The Australian population may be under-insured, reports Ben Abbott, but what’s more, Australians’ appetite for insurance appears to be lacklustre....

Life/Risk

Discussing risk insurance with clients is becoming a must do, but as Michael Richardson points out, many advisers are new to writing risk insurance and could face problem...

Financial planning

When it comes to planning the distribution of their estate, most parents are keen to treat their children equally. But how do you do that? Michael Schneider shares his id...

Financial planning

Master trust provider Netwealth has added a life insurance product to the range it has available through its Superannuation Master Fund, joining what seems to be a growin...

Editorial

The Commonwealth Bank has posted a net profit after tax of $2.012 billion, a drop of 24 per cent from last year, with funds management doing little to boost the bank’s re...

Life/Risk

The long term profit outlook for the life insurance market will remain poor for the immediate future as it remains linked to the low performance of equity markets and sad...

Financial planning

The Australian Prudential Regulation Authority (APRA) and the Australian Securities and Investments Commission (ASIC) have accepted enforceable undertakings from AM Corpo...

Financial planning

The Joint Parliamentary Committee’s recommendations against disclosure of commissions by risk advisers have been branded a “disgrace” and condemned by virtually all sides...

Life/Risk

Australian Unity has restructured its life insurance operations, including its bond products, and has spun to divisions out into a new company called Australian Unity Inv...

Life/Risk

Superannuation insurance premiums accounted for the lion’s share of total life office revenue received during the March quarter 2003, according to the Australian Prudenti...

Financial planning

In 1999, Westpac Financial Planning & Advice (Westpac) which ranked fifth in the Money Management Fastest Growing Dealer Groups Survey, had 570 advisers....

Financial planning

Paul Resnik goes in search of some of the answers to the problems currently facing the financial planning profession....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 6 days ago
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