Risk software provider Omnium has signed a partnership deal with technology services provider YTML for the latter to provide the operating platform for Omnium’s suite of programs. (more…)
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Advisers will be able to produce a life insurance Statement of Advice (SoA) in around an hour, according to fintech provide AstuteWheel, which has launched a new digital life insurance advice tool. (more…)
Statements of Advice (SoA) are still too long and many advisers are not making efforts to reduce their size causing clients to not understand the advice they are being presented, a fintech firm has claimed. (more…)
Further calls have been made to move commissions off the front page of ASIC’s example Life Insurance Statement of Advice (SoA) with the FPA stating the document should highlight the advice process first. (more…)