New NEOS Partnership Brings Insurance Pricing into Adviser Workflows
NEOS has announced a new integration with the AI automation platform Paradino, which it says gives financial advisers direct access to indicative pricing across all products on the NEOS Platform within their existing advice...
Life Insurance Affordability – Poll
Our latest poll is taken from recently-released consumer research which suggests the life insurance affordability barrier is often a matter of perception rather than reality.
Given the significant premium rate increases applied to IP and...
AI, Ageing Set to Reshape Financial Advice Landscape
Artificial intelligence and the accelerating ageing of Australia's population are set to reshape both the delivery of financial advice and the needs of the clients receiving it over the next four decades.
The Federal Government's...
Confusion Driving Consumers Away From Life Insurance
Nearly half of Australian consumers considering life insurance feel confused and unconvinced by what they encounter, according to a new global report, with many abandoning the purchase before it is complete.
The World Life Insurance...
Finalists Announced for 2026 FAAA Awards
The FAAA has unveiled the 19 finalists for its annual awards, with the winners set to be announced at a Gala Dinner at the Melbourne Congress in late November.
The association says the 2026 FAAA...
Marloo Launches AI Assistant Across Whole Client Book
AI-powered platform for financial advisers, Marloo, has launched Ask Marloo, which it says enables advisers to ask questions across their whole client book and get an answer in seconds, sourced from every meeting, document...
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...