POWERED BY MOMENTUM MEDIA
RISK INSURANCE
Life/Risk
Despite some improvements in risk product profits, group lump sum and group disability income insurance made losses over the year to September. ...
Life/Risk
Despite specialist risk advisers unable to currently grow their businesses, the need for life insurance is emphatic and new advice models will help their future, accordin...
Expert Analysis
Submitting an insurance claims form requires preparation, writes Col Fullagar, and while this may take time, it will save time and be appreciated by clients in the long r...
Life/Risk
The Financial Planning Association says the advocacy efforts of financial advisers on behalf of clients can often impact the dispute data collected by the Australian Prud...
Financial planning
Risk advisers need to explain why consumers can be worse off taking advised insurance when compared to those taking group insurance within superannuation, according to pl...
Life/Risk
Synchron director, Don Trapnell, said life/risk advisers are being treated unfairly under the education requirements and deserve a separate standard suited to the profess...
Life/Risk
Plaintiff law firm, Maurice Blackburn has labelled the Financial Services Council’s failed bid to have life/risk insurers allowed involvement in worker rehabilitation as ...
Tools & guides
Col Fullagar considers six topical issues advisers in risk insurance need to be aware of, including trauma definition, the timing of the duty disclosure, and the pros and...
Financial planning
ASIC bans former Guardian Advice insurance adviser for annually replacing clients’ insurance policies to boost commissions without considering clients’ best interests....
Editorial
Advisers should have a good understanding of the issues around Medicare and PBS reports within the risk insurance advice process to add value to their advice proposition,...
Life/Risk
Insurance firm, dmk group, has joined Bombora Advice to leverage off its industry position and services....
Financial planning
Risk advice specialist, MediBroker, has joined the Bombora Advice group as a principal practice....
Life/Risk
The latest Investment Trends research reveals advisers were already adjusting to the post-Trowbridge reality, with one in five ready to switch insurers....
Financial planning
Financial advisers should not expect support from political parties, media or insurers over life insurance commission changes with advisers left to navigate the changes, ...
Life/Risk
The Association of Financial Advisers wants lapses which are beyond the control of advisers to be exempted from the three-year claw-back provisions....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
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...