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LIFE INSURANCE
Financial planning
Godfrey Pembroke has been unable to provide details of how a shift towards fee for advice payments will be achieved....
Life/Risk
High upfront insurance commissions result in a dramatic overselling of products to people who cannot afford it, according to former Money Management Financial Planner of ...
Financial planning
Government legislation dealing with the tax arrangements for managed investments trusts is necessary to ensure the managed funds sector is run efficiently and responsibly...
Financial planning
The Commonwealth Bank has sold the St Andrews insurance business to BOQ but retained the other wealth management elements....
Editorial
Industry Super Network's spokesman David Whiteley has criticised the Financial Planning Association's position on commissions associated with the sale of life insurance....
Financial planning
The introduction of modern awards at the beginning of this year means that employers must offer employees choice when it comes to superannuation funds. Mark Gleeson expla...
Financial planning
MMC Contrarian will acquire Bupa Australia's life insurance and wealth management businesses, MBF Life and Clearview Retirement Solutions, for $195 million....
Financial planning
ANZ will transition the wealth management and insurance businesses it acquired from ING to a new name and brand by the end of this year, ANZ's Australian chief executive,...
Life/Risk
Col Fullagar takes a look at compliance and administrative procedures and the way they can be effectively managed....
Superannuation
Sarina Raffo takes a look at the recent trend towards insurance in superannuation and explains how changes to concessional contribution limits have affected client behavi...
Financial planning
APRA has released a discussion paper that seeks to dramatically broaden its supervisory mandate to cover diverse financial conglomerates, which it considers are currently...
Life/Risk
ISN's David Whiteley argues the FPA's stance on insurance commissions is proof that the industry can’t self-regulate, with commissions leading to unnecessarily inflated i...
Life/Risk
The FPA Board has re-stated its belief that commission payments to advisers on the sale of insurance products should continue, saying a shift to fee-for-service in this a...
Financial planning
Matrix Planning Solutions has reinforced its national growth strategy with the appointment of a new South Australian practice....
Financial planning
Adviser-owned dealer group Matrix Planning Solutions has argued it's time for the FPA and the AFA to become one entity....
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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...