Author Archives: riskinfo

News in Brief

Women in Focus for WA Boutique
New Social Media Tools for Advisers
Bendigo Wealth Scaled Advice Initiative

Smartphone App for AFS Advisers

Dealer group Australian Financial Services (AFS) is preparing to launch a mobile platform for advisers that it says will enhance dealer group to adviser, and adviser to client communications.

FSP Releases XPlan Enhancements

Improved practice productivity is the driver behind a range of XPlan enhancements announced by Financial Services Partners (FSP) this week.

Asteron Delivers New Offer to IFA Market

Asteron has launched its new product suite, positioning it as the complete insurance package for independent financial advisers (IFAs).

Negative Campaign Will Cease if FoFA Passed

Two of the financial advice industry’s biggest critics have indicated they would review their communications to consumers if the Future of Financial Advice (FoFA) reforms are passed.

ASIC Says Scaled Advice Possible Under FoFA

Scaled advice will be possible under the new Best Interest duty, according to the Australian Securities and Investments Commission (ASIC).

Macquarie Appoints National Underwriting Manager

Macquarie Life has appointed ex-AMP Head of Underwriting, Marcello Bertasso, to the newly created role of National Underwriting Manager.

Industry Will Be Given Time to Adjust to FoFA - Shorten

The financial services industry will be afforded time to transition to the Future of Financial Advice (FoFA) reforms, according to Superannuation and Financial Services Minister Bill Shorten.

New Specialist Risk Advisory Group Launched

A new advice group delivering specialist life insurance advice to individuals and businesses has been launched.

FSC to Parliament: Pass FoFA Now

The Financial Services Council (FSC) has called on the Parliament to pass the Future of Financial Advice (FoFA) legislation now, and says it will not push for a delayed commencement date but expects a 12 month transition period.