Monthly Archives: August 2022
Adviser Movements Buck Recent Upward Trend
The run of positive weekly adviser movements came to an end with a small net loss of advisers, the latest weekly data shows.
Wealth Data’s weekly movements show adviser numbers fell by five to 16,432...
Storytelling Critical to the Future of Financial Advice – ClearView
Sharing the stories of your life insurance advice successes, particularly in the claims area, is more important today than ever, especially in the lead-up to the release of the Quality of Advice Review in...
Michelle Levy at AFA Conference
Advisers will have the opportunity to hear Michelle Levy share her thoughts at the 2022 AFA National Conference next month.
The independent reviewer appointed to oversee the Treasury's Quality of Advice Review will join key...
TAL Completes Acquisition of Westpac Life Business
TAL Dai-ichi Life Australia, a fully owned subsidiary of the Dai-ichi Life Group, has announced the completion of its acquisition of Westpac Life, the life insurance arm of Westpac Banking Corporation.
A statement from TAL...
Advisers Challenged on Capacity
One of the greatest challenges confronting most advisory firms in 2022 and beyond is finding the capacity within their business to deliver ongoing quality advice solutions and services for their clients.
So says Certainty Advice...