Strategies to Maximise Client Engagement and Business Growth
Engaging with clients' adult children is the key to ensuring the family’s wealth remains with an advice business for generations, according to an adviser speaking at the 2025 MDRT Annual Meeting in Miami.
Craig Palfrey,...
TPD ‘Under Pressure’ as Claims Increase
More than $2.2bn was paid out in retail mental health claims by Australian insurers last year – almost double the amount paid five years ago.
The figure, released by CALI, comes with a warning from...
Top Tips for Buying, Selling Advice Practices
Business Health has cautioned that too many advice businesses are underprepared when it comes time to buying other books of business or selling their own.
This is one of the key messages shared by the...
PPS Mutual Appoints New BDM for WA
PPS Mutual has appointed Karena Cox to the role of Business Development Manager for Western Australia. She will report to Steven Salter, State Manager for WA and SA/NT.
In her new role, Cox will focus...
Wealth Data Acquired by Padua Solutions
Financial advice technology and services firm Padua Solutions has acquired Wealth Data, a provider of adviser and licensee data, superannuation, and SMSF insights.
Wealth Data founder Colin Williams will join the firm reporting to Rudy...
Empowering Excellence Awards Launched
Organisers of a global awards event celebrating professionals in operations and business management are inviting nominations from financial services firms in Australia.
The awards, organised by the Business and Operations Management Network, feature categories including:
...
Zurich Moving to New Head Office
Zurich is on the move in Perth, having signed a seven-year lease for the 14th floor of a CBD building with the deal including naming rights.
It will see the firm's Western Australia operations become...
Future2 Grants Program Opens
The Future2 Foundation has opened nominations for its 2025 Make the Difference grants, offering financial services professionals the chance to improve the financial wellbeing for vulnerable Australians.
Now in its 18th year, the program funds...
Acenda Wellness App Launched
Acenda has launched Vivo Companion, an app to support Australians on their wellness and recovery journey.
Andrew Beevors, the firm's Chief Claims and Transformation Officer, said the app offers a seamless, digital first experience for...
Strong Support for Change to LIF Commission Structure
Advisers have sent a strong message in support of a proposition to restructure the LIF commission caps.
As we go to print, 82% of those voting in our latest poll agree with John Trowbridge's call...