Typically, insurance companies take a very traditional approach to underwriting – assessing a customer’s self-reported health based on a lengthy personal statement. ...
Retirees and pre-retirees continued to hesitate from seeking financial advice due to advice and product failures of the past despite the need for professional financial g...
The AFA has received the required number of forms needed for an extraordinary general meeting....
The Australian Corporate Bond Company has released two XTB unit model portfolios due to adviser demand for simplified corporate bond exposure....
Economic consulting group, Oxford Economics Australia, has appointed a new head of Asia Pacific macroeconomic consulting....
Shaw and Partners has moved to a new management structure by appointing co-chief executive officers as it looked to expand its offerings....
Michael Thawley has returned to Capital Group as senior vice president in Los Angeles after his stint at PM&C....
Shaw and Partners has recruited Sam Kanaan to its institutional equities desk as sales trader, who would begin his role in early September....
Sunsuper has appointed new business development managers as it looked to push further into the adviser space....
New findings from Westpac show that the youngest adult generation willingly spend money on expensive international ATM fees....
The satisfaction level among customers of the ‘big four’ banks was higher in July, according to Roy Morgan Research....
Link Group’s Empirics has launched a platform that delivers member insights and analytics to help super funds and their business partners find new prospects....
Centrepoint and CFS’ Investment Exchange platform has reached $1 billion in FUA thanks to its open architecture approach....
Three-quarters of SMSF-focused advisers using platforms with established managed accounts are expecting to increase their on-platform FUA, according to Tria....
Typically, companies take a very traditional approach to underwriting, however, we've revolutionised the way we think about risk....
Yellow Brick Road reported losses for its consolidated entity as well as its EBITDA after announcing a shift to a franchise model earlier this month....
ASIC has released a regulatory guidance for digital advice providers which requires them to monitor and test their own algorithms on a regular basis to ensure advice is a...
Real estate investment firm, Qualitas, has partnered with BMP Group to loan $33.5 million for a $300 million investment in a luxury Melbourne apartment development....
AMP Capital has expanded its global infrastructure equity team with the appointment of Phillip Pacey as its principal. ...
Beacon Financial Group will partner with fintech incubator, HUB24, to launch a customised and managed portfolio platform....
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...