Push for More Flexible Education Standard to Bolster Adviser Numbers
The 11 industry and professional bodies that make up the Joint Associations Working Group are looking to improve the pathways for new advisers to enter the profession in response to the declining numbers of...
Latest Poll – Premium Affordability and Compromise
Our latest poll asks you to distinguish between the ideal world and reality when it comes to implementing life insurance product solutions for your clients.
This question has arisen in the wake of a recent...
Expanding Risk Advice Opportunities in Professionals Market
Advice businesses should consider the significant and expanding opportunities to deliver life insurance solutions to the professionals market.
This is one of the key messages advocated by respected industry contributor, Mark Neil, speaking to advisers...
FSC Expands Financial Advice Membership
The Financial Services Council has appointed four new directors to the Board, two of whom are high profile dealer group heads sourced from a new, expanded membership cohort of financial advice businesses, as the...
Second Code of Ethics Training Series – TAL
To encourage financial advisers to be across recent client determinations in relation to the Financial Adviser Code of Ethics, TAL Risk Academy is dedicating the month of May to training related to professionalism and...
New Parent Company Brand for Fortnum and PFS
Following Fortnum Private Wealth’s recent acquisition of Australian Unity’s financial advice business, Professional Financial Services, the group has created a new parent company brand called Entireti.
A statement from the company says Entireti will “…become...
One Opens, One Closes – Micro AFSLs in 2024
Meanwhile, the number of micro AFSLs ceasing so far in 2024 is keeping pace with the number of new entrants, according to Wealth Data.
The firm’s Colin Williams earlier analysis looked at the number of...
Advised Clients Fare Better in Life Claims
Latest data reaffirms that advised life insurance clients fare better in the claims process than unadvised claimants.
APRA’s Life Insurance Claims and Disputes Statistics for the year to 31 December 2023 again shows that the...
Advice Businesses Merge
Financial advice businesses, Eureka Whittaker Macnaught and Blue Harbour Financial Partners will merge in a move the companies say is designed to deliver scale and efficiency benefits, career opportunities for employees and a strengthened...
Caution Urged on Leveraging AI
Our report that advisers and advice business owners should proceed with care when it comes to harnessing AI solutions, drew strong reader interest this week...
Advisers and advice business owners...