Category | Services


Aligned Advice Models Continue to Lose Numbers

Vertically integrated advice groups are losing around 10 per cent of their financial advisers each year with thousands set to move away from that advice channel in the next three years, according to a new consultancy firm. (more…)

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0 · November 6, 2017 in Dealer Groups, Practice Management, Remuneration, Services  

ANZ Wealth Launches LIF Hub For Advisers

ANZ Wealth has launched an online hub to provide advisers with details of how it will handle commissions, clawbacks and policy costs under the Life Insurance Framework. (more…)

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0 · November 2, 2017 in Company News, Practice Management, Services  

Client Numbers Fall Despite Increased Demand for Advice

The number of consumers engaging with financial advice has fallen by 25% over the past 10 years, but new research from Investment Trends indicates the demand for advice has doubled over the past four years. (more…)

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5 · November 1, 2017 in Practice Marketing, Services  

OneCare Offers Mental Health Support to IP Claimants

ANZ Wealth will offer mental health support to OneCare customers who lodge income protection claims relating to depression or anxiety. (more…)

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0 · October 31, 2017 in Claims, Services  

Adviser Loyalty to Insurers Falls Away

The number of life insurers used by financial advisers has fallen to its lowest level in three years yet more than a quarter of advisers are looking to establish a relationship with a new insurer in the next 12 months, according to Investment Trends. (more…)

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6 · October 24, 2017 in General, Products, Services  

News in Brief

Insurers Appoint New Retail Heads; Wellness Programs Enhanced (more…)

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0 · October 17, 2017 in Appointments, Company News, Services  

AFA Signs Partnership with Map My Plan

The AFA has partnered with robo-advice provider, Map My Plan, to offer a service to advisers to help them attract new clients and build financial literacy among new and existing clients. (more…)

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0 · October 12, 2017 in Associations, Conferences and Events, Practice Management, Services, Technology  

Advisers Most Satisfied With ClearView

Advisers have named ClearView as the life insurer with which they are most satisfied, according to industry research group, Investment Trends which has also given the insurer its Overall Satisfaction – Insurer Award for the first time. (more…)

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4 · September 26, 2017 in General, Products, Services  

Consumers Unwilling to Recommend Insurers

The lack of trust in life insurance by Australian consumers has come about because of a misalignment of interests that began with the demutualisation of the life insurance industry over 20 years ago, claims PPS Mutual Chief Executive, Michael Pillemer. (more…)

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4 · September 26, 2017 in General, Products, Remuneration, Services  

MetLife Launches Claim Tracker

MetLife has launched a digital claims tracking service for members of group life schemes and has signed its first superannuation fund to the service. (more…)

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0 · September 26, 2017 in Claims, Company News, Services