PROFESSIONAL INDEMNITY INSURANCE

Financial planning

Financial planning dealer group Mawson Securities has signed up 50 life advisers into its fledgling second dealer group, Aurora Financial Planning, which offers financial...

Life/Risk

Risk advisers will face risks of their own. Col Fullagar outlines how to mitigate those risks....

Editorial

With increasing litigation and concerns over professional indemnity insurance, Macquarie’s David Shirlow believes his presentation has particular relevance. Julie Bennett...

Financial planning

The ongoing legacy of the HIH Insurance collapse in Australia is the cost and availability of professional indemnity insurance. Mike Taylor reports....

Financial planning

The Financial Planning Association (FPA) is lobbying for changes to the Insurance Contracts Act to reduce the professional indemnity insurance problems currently plaguing...

Financial planning

Financial advisers have been called on to do themselves and the industry a favour by driving ‘bad eggs’ out of the industry....

Life/Risk

Discussing risk insurance with clients is becoming a must do, but as Michael Richardson points out, many advisers are new to writing risk insurance and could face problem...

Financial planning

AMP and PricewaterhouseCoopers (PwC) today launched Magnify Financial Planners, a new dealer group catering to the specific needs of chartered accountants considering exp...

Financial planning

The Financial Planning Association (FPA) has criticised the Australian Competition and Consumer Commission’s (ACCC) Public Liability and Professional Indemnity Insurance ...

Financial planning

Negotiations between the Financial Planning Association (FPA) and Zurich London over setting up the association’s own in-house professional indemnity (PI) insurance schem...

Financial planning

Australia’s funds management and life insurance groups are failing to live up to the expectations of financial advisers in key performance criteria, a new report claims....

Financial planning

The Financial Planning Association (FPA) could have its own in-house professional indemnity (PI) solution for members within a month, if the association approves a propos...

Financial planning

Many advisers have yet to tackle the new AFSL licence regulations. But by putting it off, they are losing precious time in a process that requires a steady and methodical...

Financial planning

If you need proof the last year was dominated by regulatory and industry issues, look no further than Joe Nowak....

Financial planning

The Financial Planning Association (FPA) is pushing for advisers to sign formal “terms of engagement” agreements with their clients as part of its bid to ease the ongoing...

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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’...

3 months ago

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

3 months 3 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...

4 months ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 4 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

3 days 16 hours ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

1 week ago
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