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People & Products
Maria Falas has been appointed to the newly-created role which comes as part of the firm’s transformation program....
People & Products
Former Australian Unity Financial Advice executive, Tony Mantineo, has been appointed to the newly-created role which will lead adviser recruitment for Matrix Planning So...
People & Products
Former RGA Australia chief risk officer and head of research, Nick Kulikov, has been appointed to the newly-created role....
Features
From the implementation of the FASEA regime through to the recommendations of the Royal Commission, Mike Taylor writes, a lot had changed before the Australian Securities...
Financial planning
Iress has looked to the new rules around advice fee consent to roll-out one of the first building blocks of its infrastructure as a service strategy....
Features
The longest bull market has come to an end as a result of a health crisis, Jassmyn Goh finds out what advice has been given to investment committees during this current m...
Life/Risk
Life insurance commissions should be retained in the life/risk industry with no change to their structure, according to major insurer ClearView....
Funds management
ClearView has backed HUB24 to be its strategic platform provider in a deal covering $1 billion in funds under administration....
Financial planning
Major insurer, ClearView is aiming to move its advice businesses to a flat fee approach and standalone dealer group profitability....
Features
Mike Taylor writes that few, if any, of the major players are arguing that the Australian Prudential Regulation Authority got it wrong with its major intervention with re...
Life/Risk
The life insurer not only won the main prize but three other awards during the ceremony on Thursday....
Life/Risk
Insurer Clearview has confirmed it will cease the sale of agreed value income protection policies from 31 March....
Life/Risk
Over half of financial advisers say additional caps or the end of life insurance commissions are their greatest concerns, according to a report....
Life/Risk
Using life insurance APLs at institutionally-aligned advice licensees has the potential to breach best interests duty and most continue to funnel new clients into in-hous...
Financial planning
ClearView’s advisers were found to have failed in giving a ‘needs analysis’ to life insurance clients, according to the corporate watchdog....
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Podcast
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...