Fully Underwritten – What it Means and Why it Matters
In a climate of growing financial awareness and economic uncertainty, life insurance is earning its place as a priority in household budgets across Australia, writes NobleOak CEO Anthony Brown....
More than 60% of Australians now...
Peter Kell to Lead Life Code Review
Former ASIC Deputy Chair Peter Kell has been appointed by CALI to lead a review of the Life Insurance Code of Practice.
Apart from his term as ASIC’s Deputy Chair (2013-2018), he was Deputy Chair...
Fast Track Option to Grow Industry Talent
Kaplan Professional has launched the Financial Adviser Accelerator Suite – a training scheme for new entrants and early-career financial advisers.
At the core of the program, says the firm’s CEO Brian Knight, are interactive, scenario-based...
Insurers Want Action on Promised Genetic Test Law
CALI is urging the Federal Government to promptly enact legislation prohibiting the use of genetic test results in insurance underwriting.
Its demand follows a 2024 Government decision to introduce such a law during its current...
Mixed Result on Client Wills – Poll
There has been a very mixed result among advisers when addressing the question of what proportion of their clients who need a will actually have one.
As we go to press, while one in three...
Cricket Legend to Headline FAAA Congress
A cricketing legend, a behavioural psychologist, and AI specialists are set to deliver three days of learning, innovation, and connection at this year’s FAAA Congress.
Now in its third year, this November's event is themed...
FSC Highlights Need to Reform Licensing Framework
The FSC is calling for feedback on its green paper examining the case for reforming Australia’s financial advice licensing framework.
Based on research by CoreData, The Value and Future of Advice Licensing: FSC Green Paper...
Keep It in the Family – Advisers Urged to Engage the Next Generation
With historic intergenerational wealth transfer well underway, financial advisers must urgently build relationships with the children of their clients, says financial professional Bobby Ning.
Speaking at June’s 2025 MDRT Annual Meeting in Miami, the Co-Founder...
PPS Mutual Expands Victoria Presence
PPS Mutual has appointed Merle Kahn to the new role of Business Development Manager for Victoria. She will report to Shadia Kouzma, State Manager for Victoria and Tasmania.
Kahn will be responsible for strengthening strategic...
ASIC Bannings and Disqualifications on the Rise?
Since 2015, a total of 217 advisers have been affected by an ASIC disciplinary action, according to Wealth Data, which asks if financial adviser banning and disqualifications are on the rise.
Writing in his latest...