Advisory Announces ‘Super Firm’ Ambitions
Professional advisory firms Eureka Whittaker Macnaught (EWM) and Foster Raffan iPlan have merged.
The combined entity has 44 employees, including 20 financial advisers, 2,500 clients across New South Wales and Queensland, and approximately $7m of...
Positive Signs for Risk Advice
The life insurance industry is growing again for the first time in many years, in a way which is both real and sustainable.
This is the overarching and positive message shared with a thousand advisers...
Support for Risk Solutions Under General Advice
The majority of those who cast a vote in our latest poll on the issue of delivering life insurance solutions under general advice support the proposition.
As we go to press, just under six in...
FAAA Slams DBFO Tranche 2
The FAAA wants changes made to the Delivering Better Financial Outcome (DBFO) draft legislation released by Treasury last week for consultation.
"On a first read we cannot support it without substantial change," says Sarah Abood,...
FAAA Questions Proposed Genetic Test Ban
Life insurance premiums could rise if a Government ban on adverse genetic test results in life insurance underwriting is introduced, says the FAAA.
In its submission to Treasury, as part of the government’s consultation period...
DBFO Tranche 2 – Industry Responds
Reaction to the Government's draft legislation that Statements of Advice will be replaced with Client Advice Records has been positive, with the FSC among those welcoming the move.
FSC CEO Blake Briggs says he's pleased...
SoAs Out, CARs Back to the Future
Cumbersome Statements of Advice are on their way out, to be replaced with new Client Advice Records, according to draft legislation that will deliver the first part of the second tranche of the Government's...
Award-Winning Planner Launches Advisory
Award-winning financial planner Nicola Beswick has launched White Rabbit Advisory.
Beswick, chair of the Pro Bono Financial Advice Network, had a successful career in law until her father's MS diagnosis opened her eyes to how...
‘Market-First’ AI File Note Assistant Launched
An AI-powered system to record client meetings and create structured file notes has been officially launched by North, a contemporary wrap platform owned by AMP and available to all advisers.
The firm states that its 'market-first'...
Understand What Makes Clients Tick
Financial planning and client engagement firm AstuteWheel has launched Cognitive Style, a tool the company says can help advisers deliver financial advice that resonates with clients.
The firm's MD Hans Egger says: “Cognitive Style helps...