LIFE INSURANCE
Funds management
Not too long ago, bonds for special purposes, like education and funerals, were very popular. But as investors become increasingly more sophisticated in their financial p...
Financial planning
UK - Colonial says talks concerning the sale of its UK life assets are continu-ing, but declined to comment on parties to the discussions....
Financial planning
The Australian Securities and Investments Commission (ASIC) has relaxed its policy on sending life insurance applications electronically....
Life/Risk
The Australian Securities and Investments Commission (ASIC) has relaxed its policy on sending life insurance applications electronically....
Financial planning
Commissions paid on life insurance products will inevitably move to level com-missions, according to a visiting financial planning expert....
Financial planning
Mercantile Mutual’s investment and life insurance businesses recorded strong growth in the 1999 year, offsetting losses in its parent company’s general insurance and bank...
Life/Risk
Associated Planners has come up with what it believes is the first wrap account style system for life insurance products....
Financial planning
Associated Planners has come up with what it believes is the first wrap account style system for life insurance products....
Financial planning
Colonial’s rapid integration with its acquired businesses is paying off in bottom line results, with the group reporting a 49 per cent jump in net profit to $455 million ...
Financial planning
Ray Greenshield’s departure from the top job at AMP Financial Services has forced the Investment and Financial Services Association (IFSA) to reshuffle its board....
Financial planning
National Australia Financial Management (NAFM) has reported a 34 per cent increase in sales to $500 million for the December quarter....
Financial planning
The Principal Financial Group, owner of BT Funds Management, and ING, parent company to Mercantile Mutual have formed a joint venture in Japan to take advantage of a burg...
Financial planning
Professional Investment Services (PIS) is quickly establishing itself as the dealer group to watch in the coming year with two corporate plays in the past fortnight pushi...
Financial planning
Professional Investment Services (PIS) has continued its meteoric rise in financial planning circles with the acquisition of Australia’s biggest life brokerage IFMA...
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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...