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Life/Risk

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Financial planning

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Financial planning

Macquarie Mortgages has announced its acquisition of Canadian-based Cervus Financial for C$12.5 million (A$15 million) as being part of its global strategy to selectively...

Financial planning

Australia’s residential mortgage market is at its lowest level of growth since 2001, forcing major lenders to resort to new strategies to survive the slow period, accordi...

Financial planning

Platinum Group has undergone a corporate restructuring and will now be known as the Sentry Group....

Editorial

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Financial planning

AXA has entered into an arrangement with Alliere, a wholly-owned subsidiary of residential mortgage provider Resimac, to provide its licensed planners with a range of cli...

Financial planning

Capital First has launched a non-conforming mortgage product aiming to satisfy the demand from mortgage brokers for more simplified offerings in this area....

Financial planning

Members Equity Bank has ruled out launching a reverse mortgage product in the short-term, but chief executive officer Anthony Wamsteker said in the long-term it was very ...

Financial planning

MLC has changed its financial planning business model, taking the emphasis away from licensee aligned segmentation and encouraging all advisers operating under the wider ...

Financial planning

In a solid endorsement of the financial planning profession, the Institute of Actuaries of Australia has expressed its opinion that consumers are best served by consultin...

Financial planning

Mortgage Choice has discovered that more than one third of Australia’s property loan borrowers have no idea about the loan process, with a further 18.8 per cent purchasin...

Funds management

New Datamonitor research has revealed 50 per cent of recent university graduates would like to purchase property within the next 12 months, which could potentially pump a...

Financial planning

The Mariner Wholesale Mortgage Trust is now available through Asgard Wealth Solution’s highly acclaimed master trust and e-wrap platforms....

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MARKET INSIGHTS

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

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

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

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

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

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