LIFE INSURANCE

Financial planning

Adviser-owned dealer group Matrix Planning Solutions has argued it's time for the FPA and the AFA to become one entity....

Life/Risk

Zurich Financial Services Australia has announced a number of life risk enhancements, starting March 1, which the company says will cut up to four hours from administrati...

Editorial

As the debate about life insurance in superannuation continues to create divisions in the industry, Tower's Geoff Black explains the importance of maintaining the status ...

Financial planning

Research commissioned by Lifewise has illustrated the impact of underinsurance on both families and government expenditure....

Financial planning

AIG has sold its Asia Pacific life insurance business, AIA, to Prudential....

Financial planning

Young financial services executives have the opportunity to present their solutions to the challenges created by a changing industry via the IFSA/Deloitte Future Leaders ...

Editorial

Financial planners and dealer groups should take advantage of uncertain economic times and show leadership, writes Todd Kardas....

Financial planning

Suncorp has boosted its external adviser distribution channel, but the company pointed to pressure on policy lapse rates as one cause of a 23 per cent fall in net profit....

Life/Risk

Business protection insurance will guard your client and his or her partners against the worst-case scenario, writes Jeffrey Scott....

Editorial

Mike Taylor looks at the ACCC's report on NAB's and AMP's bids for AXA Asia Pacific, as well as industry consolidation in general....

Superannuation

Financial planners need to establish self-managed super funds with reserves to create more flexibility, argues SMSF Strategies principal Grant Abbott....

Superannuation

SPAA's technical director, Peter Burgess, has questioned a draft ATO ruling issued late last year....

Financial planning

The ACCC will release its findings on AMP’s now defunct bid for AXA AP today. The report is expected to give an indication of the areas of concern that may affect the NAB...

Financial planning

New analysis developed by Credit Suisse has revealed the degree to which industry consolidation has seen the big banks dominating the life insurance sector....

Financial planning

Macquarie Group remains cautious about the broad economic outlook, but has nonetheless made strategic hires and is pursuing growth opportunities....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 3 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 5 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 3 days ago
moneymanagement logo