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Showing 1 - 10 of 121 results for "risk advice"

ReCALIbrate grant winners announced

CHLOE WALKER  |  MONDAY, 9 OCT 2023
... received $2000 each from the Council of Australian Life Insurers (CALI) as it looks to boost the number of women in risk advice. The inaugural ReCALIbrate recipients include Zurich Assure financial adviser Kristen Genter, Platinum Financial Planning ...

Project to tackle dwindling number of risk advisers

CASSANDRA BALDINI  |  TUESDAY, 19 SEP 2023
... coming months, will invite advisers within the Loyalty network to share their experiences and challenges in integrating risk advice. The partnership also aims to produce actionable insight and practical tools that can later be scaled to broader adviser ...

CALI launches scholarship to boost female risk advisers

CASSANDRA BALDINI  |  THURSDAY, 7 SEP 2023
... financial services but that is gradually changing, and we want to do our part to encourage women to pursue a career in risk advice and foster a diverse, inclusive industry," she concluded.

Integrity Life to cease writing new retail policies

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2023
... "Unfortunately, the retail advised channel has seen a substantial reduction in the number of financial advisers providing risk advice over the last five years. The number of lives insured across all channels has substantially reduced and the market decline ...

MLC Life backs adviser platform

CASSANDRA BALDINI  |  WEDNESDAY, 16 AUG 2023
... MLC Life Insurance has assisted the launch of Risk Hub, a new support platform designed to help advisers excel in risk advice. Risk Hub was officially launched this month by founder and former Zurich Financial Services head of digital Marc Fabris. It ...

Bombora, Morrows partner on risk advice

JAMIE WILLIAMSON  |  THURSDAY, 3 AUG 2023
... operate as a division of Morrows, licensed by Bombora, and leveraging the expertise of both firms to deliver tailored risk advice. The business will be led by Cameron Peck and Mark Butler. Both Peck and Butler bring more than 20 years' experience ...

Count completes Affinia acquisition

CASSANDRA BALDINI  |  MONDAY, 29 MAY 2023
... advisory firms, with Count saying the merger will add an "important capability" to its business as it expects to grow risk advice capability and revenues. Count chief executive Hugh Humphrey said it is an exciting time for the business and follows the ...

TAL offloads dealer group to CountPlus

KARREN VERGARA  |  FRIDAY, 10 MAR 2023
... once the deal completes. CountPlus currently has 280 financial advisers. Affiinia provides holistic financial and risk advice. Some 100 representatives will move to the CountPlus network. CountPlus said that TAL has provided it with specific warranties ...

QAR could see 12% increase in insured Aussies

CHLOE WALKER  |  THURSDAY, 20 OCT 2022
... still falling," NMG said. "But not as far as today's scenario, which will by more than offset by a simplified life risk advice model creating additional new policies." However, given the dynamic between lapsing policies and new business, even with these ...

What the QAR should focus on: MLC Life

CASSANDRA BALDINI  |  TUESDAY, 9 AUG 2022
... Life general manager for retail distribution partnerships Michael Downey said successive and ongoing regulation of risk advice is leaving too many Australians without protection, and therefore vulnerable to life events. "Extensive research shows unequivocally ...
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