Category | General

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New Risk Specialist Business Joint Venture

NSW risk advice firm, MBS Insurance and Victorian risk specialists, Complete Risk Analysis have announced they are joining forces. (more…)

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0 · August 13, 2019 in Dealer Groups, General  

AMP Wealth Management Strategy a ‘Return to the Dark Ages’

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…)

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2 · August 12, 2019 in Compliance & Regulation, General, Remuneration  

‘Unprecedented Change’ to Slow Growth in Life Risk

Growth of the retail wealth management market segment has been projected to slow, according to a recent DEXX&R Market Projections Report. (more…)

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2 · August 8, 2019 in General  

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…)

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0 · August 8, 2019 in Company News, General  

Brisbane Firm Doubles-up on Top Practice Award

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…)

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· August 5, 2019 in Dealer Groups, General  
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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  

Vitality Celebrates Fifth Anniversary in Australia

AIA Australia has celebrated the five-year anniversary of health and wellbeing program, AIA Vitality, as it launches the programme in New Zealand. (more…)

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· August 2, 2019 in Company News, General, Products  

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…)

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· August 2, 2019 in Company News, General  

Xplan to be Simplified For Users

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…)

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· August 1, 2019 in Company News, General, Practice Management, Services  

Elixir Launches Virtual Business Coaching Portal

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