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Life Insurance

Westpac and BT branch out

04 September 2007

Westpac and its wealth management arm are set to launch a new life insurance brand that will make the bank’s investment products available to external financial planners…

FPA members happier

28 August 2007

The Financial Planning Association says improvements to its communications strategies and general performance are having a near-immediate impact on its standing among members…

Financial planner sues

28 August 2007

At least one financial planner is taking the Westpoint matter into his own hands…

FPA plans for gold-card status

21 August 2007

The Financial Planning Association is planning an overhaul of its membership standards as a way of improving standards across the advice industry…

US award for Gwen Fletcher

14 August 2007

The global work of Australian financial planning pioneer Gwen Fletcher in spreading the message on the need for qualified planners has been recognised by the US Financial Planning Association…

Collaboration key to success: industry

14 August 2007

Strengthening ties between the financial services industry and regulators will support Australia’s ambition of becoming a regional powerhouse for international investment…

Vamos takes up ASFA post

07 August 2007

Former insurance broker and financial services regulation expert Pauline Vamos will be the new CEO of the Association of Superannuation Funds of Australia…

Pearce backs commission payments

07 August 2007

Parliamentary Secretary to the Treasurer Chris Pearce has backed the use of commission payments in the financial services industry, warning practitioners about political and…

Disclosure documents too long, complex

07 August 2007

Financial planners are pressing for shorter and simpler disclosure documents amid new research claiming more than three-quarters of customers say the mandatory advice is too long…

Planners wary of PI rule

31 July 2007

The introduction of mandatory professional indemnity insurance for holders of financial services licences won’t prevent corporate collapses or root out rogue elements in the industry…

Planners’ association scrutinises members

24 July 2007

Scrutiny over the practices of financial planners is set to tighten, with the Financial Planning Association announcing it will establish a new conduct review group…

FPA offers free advice

24 July 2007

Win/win idea of the week: Financial planners are coming to the aid of drought-stricken farmers across the country…

Finsia education sale brings in new blood

17 July 2007

Financial Services Institute of Australasia CEO Brian Salter will leave the organisation once the sale of its education arm to US publisher Kaplan is completed…

Finsia urges sustainability reporting

03 July 2007

The financial services sector is urging business to incorporate sustainability reports in company structures to curb climate change…

FPA warns on ‘too good’ investments

03 July 2007

Overseas tax havens and large tax refunds are among dodgy investment schemes offering lucrative returns that should be ignored, the Financial Planning Association has warned…

Reforms make for cheaper advice: FPA

26 June 2007

Financial advice will be cheaper and more accessible following last week’s Parliamentary passing of laws streamlining regulation, according to the Financial Planning Association…

Succession planning the weak link for planners

26 June 2007

Succession planning and spurring interest in risk-specialist careers are at the forefront of concerns for the financial planning industry, according to a specialist recruiter…

Finsia members support Kaplan sale

19 June 2007

Most members of the Financial Services Institute of Australasia have endorsed the proposed sale of the financial services education business to newspaper group Kaplan for $36 million…

Waivers could protect clients: planners

19 June 2007

Protecting consumers from “mezzanine” investment products could be achieved through disclaimers accepting liability for financial planning recommendations…