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....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 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 ...

5 months 2 weeks ago

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

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

5 days 5 hours ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks 6 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

1 week 3 days ago