RISK ADVICE

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....

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Superannuation

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

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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

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 2 days 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. ...

2 days 16 hours ago

ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....

1 week 1 day ago