LIFE INSURANCE

Financial planning

Financial services organisations are increasingly focussing their efforts on attract-ing the ‘pink dollar’. ...

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Life/Risk

Insurance bonds can still be a valuable investment tool and should not be ig-nored by financial planners, according to Mike Newton, director of Sovereign Funds Management...

Policy & Regulation

The Investment Savings and Insurance Association (ISI) has presented its tax reform proposals to the leaders of the major political parties as a platfom for discussion....

Financial planning

Whatever your opinion on the merits of the GST, the time has come to change all your systems to implement the new regime. ...

Financial planning

In mid August, the Treasurer released a consultative paper on the application of the GST to financial services. Funds managers, life and general insurers, trustees of sup...

Life/Risk

Financial services groups are reeling under the strain of a massive upheaval of their businesses once the implications of the GST and the upcoming Ralph Report hit home. ...

Financial planning

Tower Life Australia is looking to expand its distribution reach by way of alliances....

Life/Risk

Since their earliest days, life insurance companies have been some-thing of a mysterious black box to analysts, advisers and the public. The mystery of the life insuranc...

Funds management

The tax reform saga has some very prominent, influential and at times vocal players. When it comes to accelerated depreciation, miners come to the fore, whereas manufactu...

Financial planning

National Mutual continues to be the clear leader in attracting life insurance premiums, despite strong inflow growth from arch-rival AMP. National Mutual subsidiary AC&L...

Financial planning

Commission disclosure for life insurance products is no stranger to controversy. Gareth Cosslett asks if the latest battle, concerning two pieces of key financial service...

Financial planning

<B>Name: </B>Norm Whyte <B>Job title: </B>Proper authority holder<B> Dealer group: </B>Professional Investment Services<B> ...

Financial planning

Any plans of a merger between the Life Insurance Complaints Service (LICS) and the Financial Services Complaints Resolution Scheme (FSCRS) have been scuttled, at least in...

Financial planning

In previous <I>Money Management </I>columns, readers have been alerted to one of IFSA’s major projects - the development of an industry code of ethics and associated prac...

Financial planning

The series of changes circulating through the finance industry has become daunting. The implications of GST and the upcoming Ralph Report loom large for all concerned but...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago