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Vale Ron Grima

Respected industry figure, Ron Grima, has passed away following a courageous battle with Motor Neurone Disease. (more…)

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2 · July 9, 2019 in General  
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The Fourth Industrial Revolution: Skills Required for the Adviser 4.0

This article challenges you to think about the future and about your place in it – as an adviser – and as an advice business, in what Mentor Education’s Dr Mark Sinclair refers to as the fourth industrial revolution… (more…)

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0 · July 8, 2019 in AdviserFocus  

Advisers Proactive With FASEA Exam Preparation

Education provider, Kaplan Professional, believes many licensees and their financial advisers are already on the front foot with their FASEA exam preparation, despite calls from the industry to extend the deadline for FASEA’s Financial Adviser Examination. (more…)

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0 · July 8, 2019 in Company News, Services, Training  

NEOS ‘Industry First’ Initiative

NEOS Life has announced what it claims are market leading enhancements, allowing financial advisers to save time when arranging risk-only superannuation cover for their customers. (more…)

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· July 8, 2019 in Company News, Services, Technology  
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Compliance Burden Still Top Challenge For Planners

Financial planners have indicated that compliance burden remains their top challenge, according to the latest findings from research firm Investment Trends.  (more…)

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· July 3, 2019 in General, Practice Management, Services, Technology  
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TAL ‘Future of Better Health’ Event

TAL recently conducted an industry event at which it articulated its plans, including its agenda to ensure health and wellness forms an integral component of its future value add for consumers and partners. (more…)

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0 · July 3, 2019 in Company News, Services  

OnePath Underwriting Update

Following its transition to a new owner, OnePath says it is continuing to invest in its in-house underwriting engine. (more…)

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0 · July 2, 2019 in Underwriting  
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FSC Genetic Testing Moratorium Comes into Effect

Genetic tests are no longer a barrier for consumers seeking life insurance, following the implementation of the FSC’s Moratorium on genetic tests in life insurance on 1 July. (more…)

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· July 2, 2019 in Associations, Claims, Compliance & Regulation, General  
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FASEA Approves AFA Courses

FASEA has given its formal approval for education credits attaching to the AFA’s  FChFP and ChLP courses. (more…)

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3 · July 1, 2019 in Associations, Compliance & Regulation, Training  

How to Get Luckier With Centres of Influence

NSW adviser, Guy Mankey, has shared the benefit of his experience in developing highly successful relationships with centres of influence. (more…)

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0 · July 1, 2019 in Associations, Conferences and Events, General