RISK ADVICE

Financial planning

National advice licensee Bombora Advice has announced its chair Kevin Martin will be stepping down after almost a decade, and the licensee has looked internally for his s...

Financial planning

Sydney wealth management firm Altus Financial has appointed a head of risk as the business strengthens its provision of risk advice....

Expert Analysis

Advisers today have a unique opportunity to position themselves as indispensable allies and trusted counsel to these professionals, providing the safety net they need....

Life/Risk

The declining volume of risk advisers meant KPMG has found a rising lapse rate for insurance policies arranged by independent financial advisers, particularly in the TPD ...

Expert Analysis

The financial burden of chronic disease is growing, making life insurance as important as private health insurance, writes Michael Pillemer....

Financial planning

Risk Hub has partnered with Loyalty Financial Group on a pilot project to address the unmet advice needs in life insurance. ...

Financial planning

Less than half of advisers wrote a life insurance policy in the first half of the year, according to Adviser Ratings, while Deloitte has identified a group of underinsure...

Life/Risk

The firm has announced it will no longer be writing new life insurance policies in the retail advised and corporate group insurance channels, citing a declining market an...

Financial planning

MLC Life Insurance and PPS Mutual have backed the launch of Risk Hub, a free support platform for risk advisers, with founder Marc Fabris looking to help three types of a...

Life/Risk

Risk advisers need to articulate the value of their advice to clients in light of LIF reforms as they look to charge clients fees for risk advice....

Superannuation

Industry fund, First Super has sought risk advice from equity managers on investing in franchise model companies following wage scandals....

Life/Risk

Increasing numbers of consumers are preferring to use the internet to fulfil their life insurance needs with many reluctant to pay for advice....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 4 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

3 days 22 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 6 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks ago
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