Category | Services

Government Renews Push for Financial Literacy

The Federal Government has renewed its commitment to greater financial literacy with the launch of the latest stage of its financial capability strategy. (more…)

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0 · August 21, 2018 in Associations, General, Services  

TAL Partners With Youth Mental Health Group

TAL will promote awareness of mental ill-health in young people after it entered into a new partnership with an Australian research organisation which provides training, education and services in that area. (more…)

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· August 21, 2018 in Appointments, Company News, Services  

Mentoring Roles Offer New Career for Older Advisers

The expertise of older advisers will continue to be in demand by new entrants to the advice sector who will be required to work under a mentor during their first year in practice, according to an education provider. (more…)

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0 · August 21, 2018 in Services, Soft Skills, Training  
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Advice Ranks Low in Million Switching Decisions

More than one million life insurance policies had the potential to switch providers in the past financial year but a recommendation from an adviser was the key driver in only six per cent of switches, according to research released by Roy Morgan. (more…)

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2 · August 14, 2018 in Products, Services  

TAL Buys Asteron Life

TAL Australia will purchase Suncorp’s Australian life insurance business after the two groups announced they had entered into a Heads of Agreement to proceed with the transaction. (more…)

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0 · August 9, 2018 in Breaking, Company News, Products, Services  
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Call for Individual Adviser Licensing

Financial institutions and regulators are standing in the way of client-centric reforms, and moves to license individual advisers, in a bid to retain control and promote their own self-interests, according to Connect Financial Service Brokers Chief Executive, Paul Tynan. (more…)

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8 · August 7, 2018 in Compliance & Regulation, Dealer Groups, Remuneration, Services  

ASIC Staff to be Placed Within Institutions

ASIC has received a boost to its enforcement capabilities with the Federal Government announcing it would fund the placement of embedded staff within major institutions to monitor governance and compliance actions. (more…)

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3 · August 7, 2018 in Compliance & Regulation, Products, Services  
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Affinia Expands Into Licensee Services

TAL-owned financial advice group, Affinia, has extended its advice offering into the provision of licensee services aimed at independently operated financial advice businesses. (more…)

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0 · August 3, 2018 in Company News, Dealer Groups, Practice Management, Products, Services  
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Licensees to be Publicly Rated Under New Proposal

Advisers and consumers may be able to assess the quality and risk factors associated with a licensee under a new ratings system that is being put forward by research group, Adviser Ratings. (more…)

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2 · July 31, 2018 in Dealer Groups, Products, Services  
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Lack of Time Driving Advisers to Claims Services

Advisers are opting to use claims advocacy services to free up their own time to interact with clients and to work on their businesses, according to the head of AFRM Claims Advocacy (ACA), Bruno Muraca. (more…)

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6 · July 31, 2018 in Claims, Services