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MLC
Financial planning
NEOS and MLC Life Insurance have released their Encompass Protection retail life insurance offering designed in response to the increasing cost of providing risk advice....
People & Products
BT has appointed Kathryn Cosentino from Insignia Financial as its head of product management for its platform business, effective from 4 May....
Financial planning
IOOF has consolidated its legacy platforms onto its superannuation and investments platform which now has $41 billion in funds under administration....
Financial planning
A “continued focus on practice sustainability and professional standards” led to IOOF reporting a loss of 65 financial advisers during the first quarter of FY22....
Life/Risk
Total and permanent disability products are next on the list for insurers to look at to ensure they do not become unsustainable like income protection....
Life/Risk
With risk advisers leaving in droves DEXX&R believes there is opportunity for life insurers to set up their own dealer groups as long as they have an open approved produc...
Financial planning
Since the acquisition of MLC, the firm has focused on organisational design which has resulted in its chief information officer leaving IOOF....
Life/Risk
Risk advisers need to ensure their clients know that level premiums are not a guarantee and what to expect when their first-year discounts expire, according to life insur...
People & Products
MLC Asset Management has appointed Laura Hotaling as portfolio manager to its private equity team, building on several senior appointments announced earlier this year....
People & Products
Gillian Wilson has been appointed as portfolio manager of Antares Fixed Income, commencing from 13 September, 2021....
Funds management
The firm posted an underlying profit after tax increase of 19.2% despite drops in revenue for advice and investment management for FY21....
People & Products
Colonial First State has hired Anthony Lane from MLC as its group chief risk officer as it continues its senior leadership appointments spree....
Life/Risk
Risk specialist advisers will have a tough time growing new business as the life insurance market continues to shrink and the cost of advice continues to rise....
Financial planning
Already having difficulties accessing advice, stapling could add to the challenges younger generations face in getting the right financial products....
Financial planning
The last quarter of the 2021 financial year saw IOOF lose 33 self-employed advisers leading to an outflow of $2.2 billion but this was marginally offset by inflows of $0....
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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...