Powered by MOMENTUM MEDIA
moneymanagement logo
 

LIFE INSURANCE

Financial planning

Financial Ombudsman Service investments, life insurance and superannuation ombudsman Alison Maynard and financial services lawyer Mark Halsey clash over an allegation by ...

Life/Risk

Sixty per cent claim their main concern was ensuring that the family mortgage would be paid if the unexpected happened....

Financial planning

Attempts to address underinsurance problem in Australia by means of adviser education....

Financial planning

Advisers are increasingly diversifying into debt solution strategies to drive revenues in a dislocated market....

Life/Risk

The national broking group wants to strengthen its life insurance offerings in its 28 branches by recruiting FPA and AFA members to service its existing business client b...

Financial planning

The Financial Ombudsman Service has launched a Financial Planning Advisory Committee with the mandate to advise the ombudsman on all issues affecting financial service pr...

Financial planning

After a long period of wealth creation, wealth protection is suddenly popular again. BENJAMIN LEVY takes a look at the life risk industry in 2009....

Life/Risk

Getting a client's sum insured right can be the difference between gaining a client and losing one, writes GERARD KERR....

Life/Risk

Improved trauma definitions for progressive conditions and extended income protection insurance....

Life/Risk

Average payout for the death of a partner will not protect families from financial problems....

Life/Risk

Important for workers to review insurance arrangements in the current economic environment....

Policy & Regulation

Additional changes would remove impediments to super mergers; application period extended until 2011....

Life/Risk

Plan for Life research shows new premium sales up 10.7 per cent....

Financial planning

AMP Financial Services will fill a gap it sees in its superannuation product strategy with the launch of two new products - one for younger clients and another for the se...

Financial planning

Investors are increasingly seeking legal redress against former advisers based on the recommendations of a new adviser, according to Argyle Partnership principal Peter Bo...

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’...

4 days 2 hours ago

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

4 weeks 1 day ago

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

1 month ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

6 days 20 hours ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 1 day ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

1 week 6 days ago