LIFE INSURANCE
Financial planning
A preference for dealing with high-net-worth clients may see some financial planners miss out on securing the valuable next generation of clients, particularly if mortgag...
Financial planning
Complaints about managed investment schemes almost doubled in the past financial year, while complaints about margin loans were also significantly higher....
Life/Risk
ASIC has acted to tighten up on the direct marketing of insurance products, warning a marketing services company that its telephone sales risked misleading consumers....
Financial planning
Australia Post is running a 'lifestyle survey' that canvasses consumers' use of investment products, including margin loans and reverse mortgages, and then provides leads...
Life/Risk
Many of the larger life insurers are not participating in industry fund tenders because of the upheaval that occurs at the frequent renewals, according to APRA executive ...
Financial planning
Philip Chronican will lead the Australian business, including the ING wealth management operations, which the bank wholly acquired on Friday....
Financial planning
Acquires remaining 51 per cent of joint venture with ING in Australia and New Zealand for $1.76 billion....
Life/Risk
Completing insurance applications has often required advisers and clients to traverse sensitive ground when it comes to clients' medical histories, but those awkward and ...
Top 100
The top life companies in the Money Management/Dexx&r Adviser Choice Risk Awards are devoting more resources to adviser and client education to tap into the surging risk ...
Top 100
ING Life has once again won first place in the term and total and permanent disablement (TPD) category of the Adviser Choice Risk awards. Benjamin Levy reports...
Top 100
Ongoing adviser education on the benefits of business overheads cover has contributed to Tower’s win in the Adviser Choice Risk Business Overheads Product Category. Liam ...
Financial planning
Results of the 2009 Money Management/Dexx&r Adviser Choice Risk Company of the Year awards announced....
Financial planning
Austrac has commenced a program of random on-site inspections of financial planners for compliance with anti-money laundering laws....
Financial planning
SARINA RUFFO considers the impact of bankruptcy on your assets, including superannuation and insurance proceeds....
Editorial
IOOF Holdings has flagged the sale of its life insurance business in its 2009 annual results, in which it posted a 32.1 per cent loss in net profit to $15.85 million....
Never miss the latest news and developments in wealth management industry
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...