August 13, 2019
NSW risk advice firm, MBS Insurance and Victorian risk specialists, Complete Risk Analysis have announced they are joining forces. (more…)
Category | General
AMP Wealth Management Strategy a ‘Return to the Dark Ages’
August 12, 2019
Synchron Chair, Michael Harrison, says AMP’s new strategy for wealth management, is a ‘return to the dark ages’, where institutions make and create product and force people into them, with respect to what an individual actually needs given little thought. (more…)
‘Unprecedented Change’ to Slow Growth in Life Risk
August 8, 2019
Growth of the retail wealth management market segment has been projected to slow, according to a recent DEXX&R Market Projections Report. (more…)
PPS Mutual Widens Eligibility Criteria
Specialist insurance company PPS Mutual has announced the widening of the eligibility criteria for its members, increasing its target market by 25 percent. (more…)
Brisbane Firm Doubles-up on Top Practice Award
August 5, 2019
Brisbane-based advice firm, Wealth Connexion, has won Sentry Advice’s national financial advisory Practice of the Year award for the second consecutive year. (more…)
Financial Planners Embrace Self-Licensing
More planners are turning to self-licensing, however the dealer group model will continue to play a major role, according to the latest Licensee Satisfaction Report from research firm Investment Trends. (more…)
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2 · August 5, 2019 in Compliance & Regulation, General, Practice Management, Services, Training
2 · August 5, 2019 in Compliance & Regulation, General, Practice Management, Services, Training
Vitality Celebrates Fifth Anniversary in Australia
August 2, 2019
AIA Australia has celebrated the five-year anniversary of health and wellbeing program, AIA Vitality, as it launches the programme in New Zealand. (more…)
Fitzpatricks Expands National Footprint
National advisory and wealth management firm, Fitzpatricks Private Wealth, has announced its latest financial advice practice partnership with Perth-based Stewart Symonds & Partners. (more…)
Xplan to be Simplified For Users
August 1, 2019
Iress has announced it will release the first of several planned updates aimed at making advice software platform Xplan simpler for users and to give them greater access to its functionality. (more…)
Elixir Launches Virtual Business Coaching Portal
July 30, 2019
National consultancy group, Elixir Consulting has launched a ‘virtual business coaching’ portal designed specifically for financial advisers in Australia. (more…)
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· July 30, 2019 in Company News, General, Practice Management, Technology, Training
· July 30, 2019 in Company News, General, Practice Management, Technology, Training
