Category | Associations

News in Brief

FPA Roadshow to Tackle Education Confusion AFA Promotes Parity For Women in Financial Services (more…)

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0 · March 6, 2018 in Associations, Conferences and Events, Training  

MDRT Evolution of Advice Roadshow – Courage and No Limits

The 2018 MDRT Evolution of Advice National Roadshow series advocated to advisers that having the courage to change and not impose limits will create a recipe for long-term success. (more…)

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0 · February 27, 2018 in Associations, Conferences and Events  

Value of Advice Moving From Sale of Insurance

Financial advisers will struggle to demonstrate the value of their advice if they believe it lies in helping people purchase life insurance or delivering claims cheques, a US financial adviser has claimed. (more…)

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6 · February 20, 2018 in Associations, Conferences and Events, General, Products, Services  

Regulators Should Oversee Product Rationalisation

The Financial Services Council (FSC) has reiterated its position that life insurers should be able to rationalise products but has added that ASIC should be given oversight of the process. (more…)

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0 · February 15, 2018 in Associations, Products  

Advisers With Degrees Have Met New Standards – AFA

The AFA has downplayed the likelihood of advisers with degree level qualifications having to undertake further extensive study, telling members they have already met the standards required under professional standards legislation. (more…)

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6 · February 13, 2018 in Associations, Compliance & Regulation, Training  

News in Brief

AMP Examines Options After Insurance Bounces Back AFA Revamps Connect Tour AIA Australia Sponsors Pain Education Program (more…)

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0 · February 13, 2018 in Associations, Company News, Conferences and Events, Soft Skills  

Financial Advisers Held in High Esteem

Consumers have revealed they generally trust advisers and feel more secure in their own future after taking advice, according to a recent study commissioned by the Million Dollar Round Table (MDRT). (more…)

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0 · February 6, 2018 in Associations, General  

FSC Appoints New Chair to Code Compliance Committee

The Financial Services Council (FSC) has appointed a risk and compliance specialist to head the committee responsible for ensuring its members comply with its Life Insurance Code of Practice (LICP). (more…)

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0 · January 29, 2018 in Appointments, Associations, Compliance & Regulation  

FSC to Require at Least Three Insurers on APLs

The Financial Services Council (FSC) has released its new standard for life insurance approved product lists (APL) and will require all members who provide financial advice to offer a minimum of three life insurance providers on their APLs. (more…)

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3 · January 9, 2018 in Associations, Compliance & Regulation, Products  

FSC Defends APLs as Cost Saving Measure For Advisers

The FSC has defended the use of Approved Product Lists (APL) of life insurance products by financial advisers telling a Government inquiry the lists are required to allow advisers to provide affordable advice. (more…)

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4 · December 4, 2017 in Associations, Products