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ANZ Targets Gender Equality

Female ANZ customers with less than $50,000 in superannuation will be offered free superannuation advice as part of a series of gender equality initiatives announced by the bank. (more…)

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0 · July 28, 2015 in Company News, General  
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Segment Based on Needs, Advisers Told

Risk advisers need to become better at tailoring their services to meet specific client needs if they want to succeed in the future, new research has found. (more…)

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2 · July 28, 2015 in Company News, General  

Licensee News in Brief

Fortnum Restructures for Growth; YBR Gears Up for Major Marketing Push; GPS Wealth Welcomes 30 New Practices (more…)

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0 · July 28, 2015 in Compliance & Regulation, Dealer Groups, Practice Marketing, Training  
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Firm Launches Application-Only Financial Advice

Generation-Y financial advice practice, Wealth Enhancers, has repositioned itself as a members-only community, requiring new clients to apply to be part of the service. (more…)

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4 · July 28, 2015 in Dealer Groups, Practice Marketing  

ASIC Announces Financial Disclosure Changes

New digital disclosure measures for communicating financial services information to customers have been released by the Australian Securities and Investments Commission. (more…)

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0 · July 28, 2015 in Compliance & Regulation, Technology  

Bombora Attracts New Practice

Sydney-based risk specialist practice, MBS Insurance, has joined Bombora Advice in a bid to grow the independent risk advice market. (more…)

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0 · July 28, 2015 in Compliance & Regulation, Dealer Groups  
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Children Main Reason for Buying Insurance

Having children is the primary trigger for taking out life insurance, a survey from Asteron has shown. (more…)

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0 · July 28, 2015 in General  

Government to Review ASIC Capabilities

The Federal Government has commissioned a review to ensure the Australian Securities and Investments Commission has the capabilities to meet its current and future regulatory obligations. (more…)

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1 · July 27, 2015 in Compliance & Regulation  

FPA Defends Life Insurance Framework

The Financial Planning Association has defended its role in the development of the new Life Insurance Framework, saying it has long advocated for sustainable change in the insurance sector. (more…)

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8 · July 27, 2015 in Associations, Compliance & Regulation, Remuneration  

Findex Continues Push Towards Commission-Free Risk

Advisers in the Findex Group have begun using a commission-free risk product to deliver fee for service insurance advice to their customers. (more…)

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11 · July 21, 2015 in Dealer Groups, Products, Remuneration