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