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TAL
Financial planning
While fewer than one in five Australians consult financial advisers, the vast majority wish they could do more to feel in control of their personal finances, two new repo...
People & Products
AMP superannuation members will transition to TAL’s insurance offering in Q2 2024, while the insurer has appointed a new chief claims officer from Westpac....
Financial planning
TAL’s three Professional Year initiatives successfully encouraged new entrants into the financial advice industry throughout 2023, including 16 candidates completing thei...
Financial planning
Australians are increasingly conflicted on their outlook towards retirement, with some confident their savings will sufficiently last while others say they no longer see ...
People & Products
The Melbourne-based advisory business has joined Count’s AFSL network, following its acquisition of financial advice firm Affinia from TAL....
People & Products
Following its acquisition of financial advice business Affinia from TAL, Count has welcomed an additional 11 advisers to its network as an Affinia firm joins its AFSL....
Financial planning
TAL has launched a new course focused on training advisers to better support clients’ mental health and those experiencing vulnerability. ...
People & Products
Count has announced the successful acquisition of financial advice business Affinia from TAL, welcoming around 100 advisers to its national community. ...
Financial planning
TAL will deliver a learning program focused on the Code of Ethics that will count towards advisers’ CPD requirements, as part of its ‘Ethics Month’. ...
Financial planning
The strategic acquisition would add over 100 advisers to its national community and bolster CountPlus’ wealth segment....
Financial planning
Based on enrolments in its industry-aligned courses, TAL Risk Academy has revealed the most commonly-sought areas of help for advisers in the last year....
Financial planning
It is up to the financial advice industry to educate consumers on the value of financial advice and the help they can provide, particularly during times of insurance clai...
Life/Risk
Westpac has completed the sale of Westpac Life Insurance Services Limited to TAL but expected to report a total after tax loss on sale of $1.37 billion....
Financial planning
Concerns about upsetting bereaved clients or explaining declined insurance claims are causing stress for advisers, according to TAL, highlighting the need for training in...
Financial planning
Financial advisers must consider long-term interests and future circumstances when determining the scope of the advice that is going to be offered and should therefore be...
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...