RETENTION POLICIES

Financial planning

Half of advice firms are failing to communicate their plans for the business with their employees which could cause problems with staff retention, according to Business H...

Life/Risk

Freedom’s retention practices make it “unnecessarily difficult to cancel [insurance] policies” with just 28.5 per cent of customers trying to cancel funeral insurance cov...

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Life/Risk

Freedom received 72 cancellation calls a day from customers for its funeral insurance policy over a 13-month period, with 13 per cent of those calls coming during the fir...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 days 4 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

4 days 7 hours ago