Axa discovers adviser boost
12 October 2004
Axa Australia continues to expand its stable of financial planners through a program called Discovery, in which Axa buys client lists back from advisers it already licenses…
Life Insurance
IFRS: a challenge for regulators
05 October 2004
ASIC Chairman Jeff Lucy has spoken out about the new International Financial Reporting Standards, saying that companies and the regulator will have issues with adapting…
Early access not so super
28 September 2004
Everyone wants to get their hands on their superannuation before they qualify, but that doesn’t appear to be stopping the schemes willing to try…
NZ considers compulsory super plan
21 September 2004
A work-based superannuation scheme could be in place in New Zealand by April 2007 to help tackle the nation’s poor savings record…
Another staff reshuffle for FPA
07 September 2004
It’s difficult to keep up with Financial Planning Association (FPA) staffing arrangements, but we try…
Planners respond to FSRA
31 August 2004
The Financial Planning Association has called for tenders to supply services for its certified financial planner program…
Life insurance gaps identified
24 August 2004
Australian families are woefully underinsured when it comes to life insurance, says Swiss Re’s prestigious Sigma Report…
New conciliation process for industry complaints service
17 August 2004
The Financial Industry Complaints Service (FICS) has launched a new conciliation process in response to the findings of an independent review released earlier this year…
Independent chair for FPA
17 August 2004
The new Chairwoman of the Financial Planning Association, Kathryn Greiner, is the first person unrelated to the industry to hold the position…
Financial services gets a rap
10 August 2004
The financial services industry has conflicts of interest that undermine trust because they affect the quality of advice and products, according to Australian Consumers Association…
Australian financial services match international standards
10 August 2004
The Federal Government’s goal of having Australia recognised as a hub for financial services isn’t far off, according to a study by McKinsey…
IFSA award winners announced
10 August 2004
Winners of the inaugural IFSA industry awards were announced last week by Assistant Treasurer Mal Brough…
Planners bid farewell to perks
03 August 2004
There will be no more free overseas holidays, cars and other “soft-dollar” perks for planners…
Life underinsurance at alarming levels
03 August 2004
On average, Australians hold just under 29% of the life insurance they need, according to Axa Australia…
Comings and goings at FPA
27 July 2004
It’s been a bit like musical chairs at the FPA recently. Last week one senior staffer stepped down, another quit and there were two new executive appointments…
Education changes for FPA
20 July 2004
The Financial Planning Association, the peak body supporting financial planners, has appointed Tribeca Learning to handle its education services…
Assistance for fraud victims
13 July 2004
The Federal Government might be dragging its heels on the subject of a policyholder protection scheme for general insurance, but it will improve access to financial assistance…
Life is fine, says industry
06 July 2004
The Australian life insurance industry is looking a lot healthier than it has for some years, with Investment and Financial Services Association CEO Richard Gilbert…
New faces at FPA
29 June 2004
After almost two years of turmoil and negative media attention, the Financial Planning Association has appointed two new executives to plug some gaps left…
Industry panel to curb bad planning
29 June 2004
ASIC has teamed up with the FPA, NIBA and other three industry groups in a bid to change the way financial planners are recruited…