TAL to focus on client engagement



TAL has introduced a new education stream to focus on client engagement as a response to support the professionalism of the industry.
As the attention on professional standards of the advice profession grows, the client engagement stream aims to help advisers thrive in an ever-changing landscape.
TAL general manager for retail distribution, Niall McConville, said the program would "help advisers grow their business using modern sales and marketing tools".
"TAL has demonstrated our commitment and focus on the professionalism of the industry and given the intensified focus on education this year, our aim is to lead the industry in delivering relevant professional development," McConville said.
Recommended for you
ASIC has permanently banned a financial adviser after he allegedly concealed information from clients and misused client funds, among other breaches.
Disgraced adviser Joshua Fuoco described himself as the “biggest monkey” at AFSL Group and provided financial advice via WhatsApp, all while being banned for 10 years, court documents show.
The Compensation Scheme of Last Resort has released the FY26 revised levy estimate, but the FAAA is concerned costs will be pushed into the following year.
Former Iress chief executive, Andrew Walsh, has been promoted to chair of a boutique Sydney advisory firm, having stepped down from the same position at Mason Stevens.