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Clients Seeking Claims Assurance
Advice clients believe the effective management of a claim is the area in which insurers and advisers can add the most value, a recent survey has shown.
‘The Advice Challenge’ white paper, commissioned by AIA...
News in Brief
What to Say When Clients Divorce;
FOS Insurance Complaints Steady
What to Say When Clients Divorce
The difficulties and challenges that can arise when financial advice clients go through a divorce are the topic of a panel...
Trowbridge Report – In Detail
Released with the aim of aligning the interests of insurers, advisers and licensees with the end-customer, the Trowbridge Report recommends extensive reform to the life insurance industry.
In this article, we have summarised the key...
News in Brief
MetLife Most Admired Life Company;
ASFA Sets Out Best Practice for Death Claims;
Andrew Baker to Leave Tria;
FPA Sees Spike in CFP Enrolments
MetLife Most Admired Life Company
MetLife has been named the ‘Most Admired’ life insurance company...
New Advice Scandal Hits Sector
The financial advice market has been hit with yet another scandal following an admission from NAB Wealth that it has paid more than $10 million in compensation to customers who received inappropriate advice from...
FPA Calls for Improved Whistleblowing Framework
A co-regulatory model, which encourages sharing of information between industry bodies, would help remove wrong-doers from the advice profession, according to the Financial Planning Association.
Speaking to riskinfo during the FPA’s Professionals Congress, held in...
Latest Appointments
Zurich has made two appointments within its distribution team, MetLife has announced three senior appointments, and software provider AdviserLogic has a new Training Manager and Product Specialist.
Zurich has promoted Kristine Brooks to the newly...
CBA Royal Commission Unnecessary – Government
The Government will not establish a Royal Commission to investigate the advice failings of the Commonwealth Bank, saying enough inquiries have already been carried out.
Delivering the Government’s response to the Senate inquiry into the...
AFA Launches Plan to Rebuild Integrity in Advice Profession
Industry Super Australia’s (ISA) efforts to derail the Future of Financial Advice (FoFA) amendments have brought into question the fundamental integrity of the financial advice profession, according to the Association of Financial Advisers’ Phil...
ASIC’s Facilitative FoFA Approach Challenged
The Australian Securities and Investments Commission’s previous commitment that it will adopt a ‘non-enforcement’ position for those elements of the Future of Financial Advice (FoFA) legislation that the Government intends to amend may not...