The industry needs clarity on how the new educational standards for existing advisers will quantify experience and established client relationships....
Advisers who are using managed accounts are saving over 14 hours a week and could potentially generate $45,000 p.a. in additional revenue....
Risk advisers are being urged to become involved in claims management as clients were turning to solicitors for support....
Challenger’s first quarter 2018 update showed an increase in AUM, driven by its life and funds management businesses....
The government has announced the appointment of a new ASIC chair for a five-year period, effective from 1 February next year....
Advisers need to collaborate with claims managers, health professionals and customers to ensure customers experience optimal results at claims time....
Risk advisers need to articulate the value of their advice to clients in light of LIF reforms as they look to charge clients fees for risk advice....
The ABA would nominate ANZ chief executive, Shayne Elliott as next chairperson succeeding NAB’s Andrew Thorburn. ...
The Federal Government has thrown its support behind the move to give ASIC regulatory powers to ban the distribution of products it believes would cause harm....
Insurance product manufacturers need to enhance their offerings to ensure seamless transition from group or direct insurance into advised retail products. ...
AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...
ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...
The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...