Latest Poll – Is AI on Your Business Radar?
Our latest poll is asking you to consider the extent to which you will be embracing AI services into your advice business this year.
This poll has been informed by our story recently on a...
Senior Appointment at AMP
A global marketing executive with more than 25 years' experience in fintech, payments, telecommunications, and music industries across North America, UK, Europe, and Australia has been appointed as AMP's new Chief Marketing Officer.
Tina Cleary...
CC Capital Increases Bid for Insignia
Private equity firm CC Capital has revised its offer for ASX listed Insignia Financial to $4.60 a share, up 30c on its 3 January figure. The offer follows Bain Capital's $4.30 bid on 11...
Key NMG Appointment
Former AIA Australia senior exec, Sam Tremethick, has joined global financial services advisory firm, NMG Group.
Tremethick, who is well-respected within the Australian financial advice community, departed AIA in October last year following 12 years...
Impact Analysis of CSLR ‘Likely Not Undertaken’
The impact of the Compensation Scheme of Last Resort (CSLR) on financial advisers may not have been carried out by Treasury. The claim is made by the FAAA which has been pushing for a...
ASIC Appoints New CEO
Corporate regulator ASIC has appointed Scott Gregson as its new CEO, he will take up his new role on 17 March replacing the organisation's retiring interim CEO Greg Yanco.
ASIC Chair Joe Longo says Gregson,...
Fewer Advisers Blamed for Lower New Business
Generating plenty of reader engagement this week was our report on last year's drop in individual risk new business premium, and speculation on why fewer policies are being sold...
A drop in new risk business...
Clear Message on New Class of Adviser Name
One of the clear messages stemming from the result of our latest poll is that advisers are seeking a terminology to be applied to the new class of adviser which indicates limitations to the...
Savings v Life Expectancy Calculator Launched
Providing a guide to how long retirement savings need to last is the focus of a new service launched by Retirement Edge.
The tool, powered by Optimum Pensions, is designed to help advisers illustrate the...
‘Silver Economy’, Digital Natives Focus for 2025 – Report
Among the top trends in life insurance for this year include firms revamping customer journeys and updating systems to increase client retention.
The predictions are made in CapGemini’s Top Trends 2025 - Life Insurance which...