LIFE INSURANCE
Financial planning
Tower Australia has reinforced its move back into the risk insurance side of the industry with the appointment of two senior executives in the group’s sales and distribut...
Financial planning
A leading investment management association and a high profile life insurance association in Europe have joined together to voice opposition to the proposed introduction ...
Life/Risk
The outlook for the life insurance industry in Australia and New Zealand remains weak due to volatile investment markets and an uncertain industry environment according t...
Financial planning
Australia’s funds management and life insurance groups are failing to live up to the expectations of financial advisers in key performance criteria, a new report claims....
Financial planning
The Financial Industry Complaints Scheme (FICS) has agreed to undergo major changes after an independent review called for a revaluation of its complaints handling proced...
Editorial
Deakin Financial Services has reported an operating loss of $776,403 for the first half of this financial year, and predicts this will increase to a loss of $1.2 million ...
Financial planning
The market for financial advice in Europe is highly fragmented according to a report by independent market analyst Datamonitor, with the UK leading the way in the indepen...
Financial planning
The Commonwealth Bank (CBA) has today revealed it made a $32.8 million payout to a departing senior executive of its Colonial First State funds management arm, at the sam...
Financial planning
Risk insurance has long been a wallflower at the financial planning party. Hampered by the depressing reality that the client may not be around to spend the benefit, risk...
Financial planning
When it comes to making lasting relationships with your clients, first impressions could be what makes or breaks your business. LUCIE BEAMAN reports....
Financial planning
Associated Planners is set to become the next Australian institution to make a move into the budding Asian financial services market, with the group preparing to sign off...
Financial planning
Trans-Tasman financial services group Tower has purchased a minority stake in the Mawson Group financial planning dealership just days after announcing a massive writedow...
Financial planning
If you need proof the last year was dominated by regulatory and industry issues, look no further than Joe Nowak....
Financial planning
FINANCIAL Planning consultant Paul Resnik is preparing to put his money where his mouth is with plans to launch a chain of financial planning offices....
Financial planning
One of the major trends of this year has continued unabated with Zurich and Invesco becoming the next financial services groups to cut employee numbers in an effort to dr...
Never miss the latest news and developments in wealth management industry
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...