Kiwi planners face new disclosure regime
03 March 2008
NZ financial advisers are now required to issue detailed disclosure statements for their clients following last week's changes to securities legislation.
Life Insurance
Kaplan looks to general insurance
25 February 2008
Kaplan Professional CEO Warren Jacobson has flagged a move into general insurance…
CommInsure cleans up at life awards
25 February 2008
CommInsure has come up trumps at the Life Company, Products and Service Awards in Sydney…
FPA tackles talent crisis
25 February 2008
The Financial Planning Association is launching a body to build awareness of financial planning among students and graduates…
Westpoint founder slams ASIC case
18 February 2008
The ASIC-led case to retrieve millions of dollars in lost Westpoint funds has taken another turn, with company founder Norm Carey arguing the corporate regulator's intervention…
FICS releases complaints guide
18 February 2008
The Financial Industry Complaints Service has launched a comprehensive guide to dealing with complaints…
FPA puts dollar value on financial advice
18 February 2008
Financial advice can benefit the average Australian by more than $200,000, the Financial Planning Association says…
Super falls short in retirement funding
18 February 2008
Australians still have some way to go before superannuation can fully fund their retirement, a report by the Association of Superannuation Funds of Australia reveals…
Zurich targets group risk
11 February 2008
Zurich Financial Services Australia has set up shop in the group risk market with new lines in life insurance and salary continuance…
Axa fills its coffers
11 February 2008
Axa Asia Pacific Holdings improved its net retail inflows last year by 37% to $3.8 billion…
IFSA lobbies Government on tax, exports
04 February 2008
Of the 5000-plus submissions received by fledgling Treasurer Wayne Swan as he prepares his maiden Budget, one from the Investment and Financial Services Association…
FPA revamps membership
04 February 2008
A newly approved membership and board structure will strengthen the focus on professionalism in the Financial Planning Association…
FICS to address its critics
04 February 2008
Criticisms over a lack of transparency in rulings by the Financial Industry Complaints Service are being met with diplomacy by the complaints board…
Brokers escape full impact of laundering law
11 December 2007
Brokers are likely to emerge unscathed from anti-money laundering regulations coming into force tomorrow – but life insurers and premium funders will probably have to amend…
FPA cuts jargon, costs
04 December 2007
The Financial Planning Association has released a simplified statement of advice template aimed at slashing the cost of preparing financial advice…
FPA raises the bar for financial planners
04 December 2007
The Financial Planning Association has raised the bar of the membership, conduct and accountability requirements of its membership body of financial planners…
Aussie women reject life benefits
04 December 2007
Life insurers are failing to attract Australian women, according to Allianz…
FICS raises monetary limits
27 November 2007
The financial services ombudsman has lifted its monetary limits under long-awaited changes to its complaints handling regime…
ING in hunt for new Aussie chief
20 November 2007
Wealth management company ING Australia is on the lookout for a new chief executive after the promotion of Paul Bedbrook to regional CEO for ING Insurance Asia-Pacific…
NZ life premiums up 6.2%
13 November 2007
Life insurance premiums paid in NZ increased by 6.2% in the year to September, according to the Investment Savings and Insurance Association…