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Trapnell Calls for Separation of Risk Specialists

The disciplines of financial planning and risk advice should be separated and the financial services industry should stop talking about the two professions in the same breath, according to Don Trapnell.

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0 · January 30, 2015 in Compliance & Regulation, Dealer Groups, Training  

Advisers Urged to Respond to Trowbridge

Advisers must review and respond to the Trowbridge Interim Report on life insurance advice before it’s too late, one licensee boss has warned.

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4 · January 27, 2015 in Associations, Compliance & Regulation, Dealer Groups, Remuneration  

Lawyer Provides Clarification on Grandfathering

Financial services legal expert, Claire Wivell-Plater, has confirmed that the new Future of Financial Advice (FoFA) grandfathering regulations do deliver on the Government’s promise to protect advisers’ revenue streams.

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0 · January 27, 2015 in Compliance & Regulation, Remuneration, Superannuation  

Insurance Understanding Does Not Lead to Purchase

The majority of Australians understand the importance of life insurance but this is still not translating into action, a new survey from TAL has found.

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2 · January 27, 2015 in Company News, General  

Zurich Partnership to Focus on Soft Skills

The Australian Securities and Investments Commission (ASIC) report into life insurance advice has prompted insurer Zurich to establish a new partnership with insurance coaching specialist, 19Thirty.

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0 · January 27, 2015 in Company News, Services, Training  

Raise Insurers’ Obligations Around Switching – Centrepoint

Insurers should have a greater obligation to investigate a client’s health history when they are switching policies, one licensee has argued.

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5 · January 27, 2015 in Compliance & Regulation, Dealer Groups  

News in Brief

Hillross Adviser Awards; Aussie Day Recognition for Mark Bouris

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· January 26, 2015 in Dealer Groups, General  

Huge Insurance Opportunity in SMSF Market

While self-managed superannuation funds continue to prove a popular alternative to corporate and employer funds, consumers who make the switch are leaving themselves exposed by failing to take out insurance, new research has highlighted.

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0 · January 21, 2015 in Products, Superannuation  

Group Risk Premium Rises Won’t Solve Sustainability Problems

The Australian Prudential Regulation Authority (APRA) has hit out at group insurers for the recent spate of premium increases, saying the approach does not address the structural problems which have caused the industry’s sustainability issues.

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1 · January 20, 2015 in Compliance & Regulation, General  

FSC to Recognise Top Insurance Professionals

The Financial Services Council is calling for nominations for its Annual Life Insurance Awards, to be presented as part of its 2015 Life Insurance Conference in March.

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· January 20, 2015 in Associations, Conferences and Events