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Financial Advice & Planning News & Resources | Wealth Professional

Wealth Professional is Australia’s newest source of news, opinion and analysis for today’s sophisticated financial planning and advice professionals.

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Financial Advice & Planning News & Resources | Wealth Professional | wealthprofessional.com.au Reviews

https://wealthprofessional.com.au

Wealth Professional is Australia’s newest source of news, opinion and analysis for today’s sophisticated financial planning and advice professionals.

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1

Financial News, Opinion & Analysis | Wealth Professional Australia

http://www.wealthprofessional.com.au/news

Showing 1 - 10 of 2954. Fixed rate demand peaks for aggregator. Fixed rate home loans are now accounting for almost one in five loans for an ASX-listed aggregator read more. Facebook to help banks go mobile. Social media giant Facebook wants to partner with Australian banks to assist their transition to mobile read more. Major bank-owned car financier penalised for NCCP breach. A Westpac-owned car financier has had to pay almost $500,000 in penalties after a major NCCP breach read more. House price growt...

2

News News: US Fed cuts growth prediction but good news ahead, ANZ call

http://www.wealthprofessional.com.au/news/us-fed-cuts-growth-prediction-but-good-news-ahead-anz-calls-for-changes-to-dividend-imputation-188926.aspx

US Fed cuts growth prediction but good news ahead, ANZ calls for changes to dividend imputation. The Fed’s highly anticipated announcement has no real surprises and US markets see no major reaction… cautious world stocks though before the Fed announcement. Australian share market hit 2-month low. New Zealand hits record current account surplus… and bank chairman calls for rethink of dividend imputation…. US economy growth prediction cut but optimism ahead. NZ exports creates current account record. FSC s...

3

News News: Asian shares mixed but Australia and New Zealand rise sligh

http://www.wealthprofessional.com.au/news/asian-shares-mixed-but-australia-and-new-zealand-rise-slightly-188832.aspx

Asian shares mixed but Australia and New Zealand rise slightly. Asian shares mixed but Australia and New Zealand rise slightly. uncertainty over the future ownership of David Jones as the potential South African bidders vote on takeover. more retail pain as warmer than usual weather hits revenue. and MPs aim to take the wind out of the RET’s sails. Asian shares ‘mixed’ but Aus and NZ markets higher. Uncertainty over David Jones. Liberals want renewable energy target revised. Russia’s Gazprom energy...

4

News News: Advisers looking further than “safe havens”

http://www.wealthprofessional.com.au/news/advisers-looking-further-than-safe-havens-186322.aspx

Advisers looking further than safe havens. Ldquo;Savvy” advisers are ditching the traditionally safe banking and mining investments and are instead turning their attention to service industries, new research shows. Stock research application house Skaffold, used analysis of the latest user data to look at the behavioural patterns of more than 100 advisers over the past 11 months. Only one financial stock (ANZ) and one energy stock (Titan Energy Services) were included in the top ten most researched shares.

5

News News: Advisers have a “duty of care”

http://www.wealthprofessional.com.au/article/advisers-have-a-duty-of-care-173268.aspx

Advisers have a duty of care. In 2011 two of John Murdica’s long-term life insurance clients, a couple in their 60’s, came to him and said they wanted to cancel their policy. They were going through financial difficulty and couldn’t afford to pay the premiums, plus didn’t think they needed the insurance. Without much argument from the insurer, Murdica was pleased to call the clients and tell them they would receive about $189,000. During that time he was only employed as their insurance adviser, but ...

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insurancebusinessonline.com.au insurancebusinessonline.com.au

Austbrokers MD discusses diversification and latest takeover

http://www.insurancebusinessonline.com.au/news/austbrokers-md-discusses-diversification-and-latest-takeover-203787.aspx

Austbrokers MD discusses diversification and latest takeover. More stories about Austbrokers. Insurance industry must not fear disruptors. 2016 Australian Insurance Industry Awards finalists announced. Austbrokers MD discusses diversification and latest takeover. Managing director and CEO of Austbrokers. Mark Searles, has revealed the thinking behind the company’s latest acquisition. In an interview with. Diversification strategy for the future. Searles noted the company remain focused “around thre...

wealthprofessional.ca wealthprofessional.ca

Financial Opinions | Wealth Professional Canada

http://www.wealthprofessional.ca/opinion

The business of mentorship. The true measure of success isn’t in building your own book, writes Jason Nakhoul, but in helping young advisors learn to build theirs. A new age of wealth management. Social media has become a part of our lives and it can be a part of building investment portfolios, writes John Bowman. The other side of succession. Buying a practice can be a frightening prospect for a young advisor, but it can and should be done, writes Meagan Balaneski. Volatility and investor psychology.

insurancebusinessonline.co.nz insurancebusinessonline.co.nz

Major insurer IAG collaborates for NZ resilience

http://www.insurancebusinessonline.co.nz/news/major-insurer-iag-collaborates-for-nz-resilience-204311.aspx

Major insurer IAG collaborates for NZ resilience. More stories about IAG. Former IAG exec takes on tough role at Ardent. Telematics to further digitise insurance. Former IAG CEO makes insurance return with QBE. Major insurer IAG collaborates for NZ resilience. Is joining forces with Beca, BNZ, Red Cross and Vodafone to learn lessons from Canterbury businesses impacted from the earthquakes in a bid to build resilience to future natural disasters. Ldquo;Businesses are an integral part of our communities an...

insurancebusiness.ca insurancebusiness.ca

Business Strategy | Insurance Business Canada

http://www.insurancebusiness.ca/business-intelligence

Meet your ‘round the clock sales team. Advisors get little enough shut-eye, but it’s their company websites that are up all night and day. Still, as marketing expert Maggie Crowley cautions, some of those hard workers may nonetheless be shirking their responsibilities. Are corporate retreats worth it? Nikki Fogden-Moore explains why strategic escapes are essential for creativity, performance and leadership. The end of a performance review. Heres five top tips to make the move effortless. Social Media 2&#...

insurancebusinessonline.co.nz insurancebusinessonline.co.nz

Far Out Friday: Insurance scam concocted to replace ‘boring’ old Ferrari

http://www.insurancebusinessonline.co.nz/news/far-out-friday-insurance-scam-concocted-to-replace-boring-old-ferrari-204240.aspx

Far Out Friday: Insurance scam concocted to replace ‘boring’ old Ferrari. Far Out Friday: Insurance scam concocted to replace ‘boring’ old Ferrari. Despite having 15 luxury cars already in his possession, the son of a Swiss multi-millionaire was so intent on upgrading his collection he devised a scam to claim another model on his insurance. The idea came about when the young man realised he would get a lot less for the car than he had hoped, after a valuation put it at just $292,500. He also owned severa...

insurancebusinessonline.co.nz insurancebusinessonline.co.nz

BREAKING NEWS: New ‘milestone’ insurance partnership unveiled

http://www.insurancebusinessonline.co.nz/news/breaking-news-new-milestone-insurance-partnership-unveiled-204287.aspx

BREAKING NEWS: New ‘milestone’ insurance partnership unveiled. BREAKING NEWS: New ‘milestone’ insurance partnership unveiled. Tower and Trade Me have today unveiled their new initiative Trade Me Insurance which offers consumers home, contents and car insurance. The partners, who originally announced their pairing in December. Last year, are describing it as a ‘comprehensive online insurance offer’, where people can get a quote, buy insurance, make a claim and manage their policy. Ldquo;Consumers will hav...

insurancebusinessonline.co.nz insurancebusinessonline.co.nz

Rendezvous turns risk into risqué

http://www.insurancebusinessonline.co.nz/news/rendezvous-turns-risk-into-risque-204305.aspx

Rendezvous turns risk into risqué. Rendezvous turns risk into risqué. One of the organisers of a high profile Auckland conference was moved to apologise to attendees during the event’s closing remarks after one of the key presentations turned into a banter-filled contest with decidedly blue overtones. Risk Rendezvous 2015 committee chairman Paul Munton made the decision to apologise for any offence caused to those present at the Tuesday afternoon session titled. Willsford agreed, telling. Ldquo;The setti...

insurancebusinessonline.co.nz insurancebusinessonline.co.nz

Broker Wolfpack team finds chink in Spartan armour

http://www.insurancebusinessonline.co.nz/news/broker-wolfpack-team-finds-chink-in-spartan-armour-203884.aspx

Broker Wolfpack team finds chink in Spartan armour. Broker Wolfpack team finds chink in Spartan armour. The brokers have finally broken the insurers’ winning run with the over 35s Wolfpack team scoring an 8-0 defeat over the senior Spartans in the fourth annual State of Insurance. While the under 35s didn’t quite repeat their elders’ success, it was incredibly close, with the referee having to make a call on the controversial ending. Ldquo;This was a massive improvement from last year.”. Ldquo;Luckily, t...

insurancebusinessonline.co.nz insurancebusinessonline.co.nz

Disaster losses continue to dip for insurance industry

http://www.insurancebusinessonline.co.nz/news/disaster-losses-continue-to-dip-for-insurance-industry-204234.aspx

Disaster losses continue to dip for insurance industry. Disaster losses continue to dip for insurance industry. Losses from natural and man-made disasters continue to trend downward as the insurance industry covers more risk than a year ago, a recent study has found. Released by Swiss Re, found that losses from disasters had dipped considerably over the first half of the year. The tragic events in Nepal are a reminder of the utility of insurance, Kurt Karl, chief economist at Swiss Re, said of the findin...

insurancebusiness.ca insurancebusiness.ca

e-Magazines | Insurance Business Canada

http://www.insurancebusiness.ca/e-magazines

Insurance Business Magazine 4.05. Five-Star MGAs: The results of our broker survey reveal the best of the best managing general agents whose performance, service and dedication to the industry make them stand out above the rest. Here are the MGAs that set the industry’s golden five-star standard. Insurance Business Magazine 4.04. Elite Brokers list 2016: We’ve done the sums and crunched the numbers to bring you the definitive list of the top 57 brokers leading the Canadian insurance market. Brokers on MG...

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The Wealth Professor | Professor William H. Byrnes, IV

Professor William H. Byrnes, IV. International Financial Law Prof Blog breaks 20,000 views first month. Leave a comment ». International Financial Law Prof Blog breaks 20,000 views first month. The International Financial Law Prof. Blog, a member of Prof. Paul Caron’s Law Professor Blogs Network. Which is sponsored by Wolters Kluwer, is one month old! And thanks to you, our reader, our posts and articles have attracted over 20,000 views. Stay informed with our daily headlines by SUBSCRIBING. In the first...

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Financial Advice & Planning News & Resources | Wealth Professional

FREE Business Strategy Report. I applaud the SEC for their en . 22 years in the industry inclu . 1 foundation to financial pla . Enough said about the media co . Hang these a$ h#/ es by the ca . Its time for a good news story . Martin What is in your closet . SEC slaps Edward Jones with big fine. Husband of ‘Real Housewife’ in hot water with securities regulator. A case of naked short selling has put a California advisor and reality show celeb- on the wrong side of a big fine. Advisor scams own mom.

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Financial Advice & Planning News & Resources | Wealth Professional

Sam, as a recent adviser? Dear Sam I'm not sure who you . As a recent adviser of this gr . Another element to the change . US Fed cuts growth prediction but good news ahead, ANZ calls for changes to dividend imputation. FOFA announcement possible today, rate cut could be on the cards. Could today be FOFA announcement day? Asian shares mixed but Australia and New Zealand rise slightly. Asian shares mixed but Australia and New Zealand rise slightly. uncertainty over the future ownership of David Jones ...

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The Family Wealth Management Specialists. The Family Wealth Management Specialists. Self Managed Super Funds. Direct Residential Property / Buyers Advocate. Property in Self Managed Super Fund. Equipment Finance / Vehicles. Business Structures / Tax. Ever wonder if you could improve your financial situation? Are you confused or anxious with the options available to you? Wealth Professionals Pty Ltd is a Corporate Authorised Representative (#401280) of Dover Financial Advisers Pty Ltd AFSL 307248.

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