Advisers Urged to Stop Being the Bottleneck
Advisers who remain the go-to person for every decision in their business may need to ask themselves whether they have built a successful practice – or simply one that has become dependent on them.
That...
CALI Program Doubles Opportunities and Expands to Women Across Life Insurance
Ten career-shaping opportunities are now available for women working across life insurance and financial risk advice, as the Council of Australian Life Insurers doubles and expands its ReCALIbrate annual program.
CALI says applications are now...
Poll Result – AI Here to Stay
Many advisers taking our latest poll agree that AI-based efficiency gains are making their businesses more profitable, while around one in three need more time to assess its impact.
Interestingly, only around one in ten...
Netwealth to Acquire Paradino
Technology and super platform, Netwealth has announced it will acquire AI automation and productivity platform, Paradino.
A message released by Netwealth CEO and Joint MD, Matt Heine, says the joint mission of the two firms...
Report Highlights ‘Significant Opportunity’ for Financial Advisers
There was strong interest this week in our report on the launch of a new national benchmark tracking consumer attitudes and behaviours - highlighting a significant opportunity for financial advisers in modern day Australia...
A...
PPS Mutual Appoints Senior BDM
PPS Mutual has appointed Voula Makris as Senior Business Development Manager for Victoria, reporting to State Manager Shadia Kouzma.
The company says in her new role Makris will drive growth across Victoria, working with PPS Mutual’s...
Significant Changes to Pricing of Advice – Report
Fixed advice fees have replaced models that include asset-based fees as the most common pricing model for ongoing service, reflecting the profession’s increasing focus on non-investment related matters such as guiding clients through challenging...
AI and Business Profitability – Poll
As the financial services/financial advice sector continues to leverage the value of artificial intelligence in new ways, we’re keen to check in with you as to whether AI is actually making a difference to...
Lump Sum New Business Flat, IP Up
Individual risk lump sum sales were virtually flat in the year to March 2026, up a marginal 0.3% to reach $1,305.9 million, according to Plan for Life’s latest Market Overview.
The researcher's data shows this...
NEOS Announces AI Pricing Partnership
NEOS and adviser productivity platform, Marloo, have announced a partnership that will give financial advisers access to pricing across the three products on the NEOS Platform directly within Marloo.
The insurance provider says the partnership...
TAL Risk Academy Retirement Month Focuses on Advisers’ Role
TAL Risk Academy will run a series of retirement-focused webinars this month to help advisers meet growing demand for trusted guidance before and during retirement.
TAL says the program comes as its What I Wish...
Insurer Sanctioned Over Serious Breaches
A life insurer being sanction by the Life Code Compliance Committee after more than 10,000 breaches drew much reader interest this week...
A life insurer has been sanctioned by...
Lack of Adviser Support for NCA
Only one in four of those taking our latest poll (25%) support the announcement that the yet-to-be-legislated new class of adviser will initially be limited to life companies and super funds. Two in three...