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Showing 101 - 110 of 522 results for %22Insurance Planner%22

Life insurance ranks lowest in customer satisfaction

ALEX BURKE  |  THURSDAY, 23 FEB 2017
Life insurance ranks the lowest of all insurance types, according to Roy Morgan research. In the year to December 2016, Roy Morgan's Single Source Survey of more than 9000 risk and life insurance policy holders found 67.4% were satisfied - down from ...

Landmark advice reforms pass Senate

EMMA RAPAPORT  |  FRIDAY, 10 FEB 2017
... Senate passing two significant reforms aimed at strengthening consumer confidence in the financial planning and life insurance sectors. Both pieces of legislation were passed unchallenged in the Senate during parliament yesterday. Professional Standards ...

Wealth firm releases planning app Nettshell

EMMA RAPAPORT  |  MONDAY, 23 JAN 2017
... shortfall," Collins said. CMFM has sold more than 150 downloads of the application, and is currently in meetings with an insurance group to incorporate their products into the application. The company is hoping to release a more advanced version of the ...

FPA expels cheating member

EMMA RAPAPORT  |  THURSDAY, 19 JAN 2017
... and Tindall Asset Management Trust financial planner, Darren Tindall for dishonest conduct in relation to an online insurance application. In 2014, the FPA received a complaint concerning Tindall's conduct in late 2013, and following investigations ...

Future of advice is bionic, not robo

KERRIE SYDEE  |  THURSDAY, 24 NOV 2016
... Chun said. "If you're able to have a world where the financial planner is focused of aged care, health care, the health insurance premiums, if your clients are mentally much more confident their health will be much more positive. "Financial advice has ...

ANZ wealth sale marks end of an advice era

ALEX BURKE  |  FRIDAY, 4 NOV 2016
... move follows Suncorp exiting advice, Bankwest closing its salaried advice division and NAB selling 80% of its MLC life insurance business to Nippon Life. Speaking to Financial Standard, recently-appointed AdviceIQ consultant and former Premium Wealth ...

AZ NGA snaps up eighteenth firm

KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
... in 1989 and offers a full suite of advisory services to clients including wealth accumulation, retirement planning, insurance and strategic financial planning advice. On-Track is responsible for about $170 million of client funds and has a team of nine ...

MLC and NAB expand direct life insurance

JAMIE WILLIAMSON  |  THURSDAY, 20 OCT 2016
MLC Life Insurance is capitalising on its affiliation with NAB to increase the distribution of the NAB Essential Life product. Access to NAB Essential Life will not require the consult of an adviser or planner, and will be available throughout NAB's ...

More poor customer outcomes expected: Narev

JAMIE WILLIAMSON  |  WEDNESDAY, 5 OCT 2016
... cited, committee member Matthew Thistlethwaite highlighted the instance of a CommInsure customer who took out trauma insurance in 2007 and was denied a claim after being diagnosed for rheumatoid arthritis as he did not meet the outdated definition, which ...

Life insurance code needs clarity: FPA

KERRIE SYDEE  |  THURSDAY, 22 SEP 2016
... Association (FPA) has called for greater clarity around the overarching purpose of the Financial Services Council's (FSC) Life Insurance Code. In its latest submission to the FSC the FPA noted that while the current draft has made some progress compared ...