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Showing 1221 - 1230 of 6959 results for "Insurance"

Evalesco acquires boutique firm

ANNABELLE DICKSON  |  THURSDAY, 5 AUG 2021
... platforms and investment managers," Thurecht said. In addition, Evalesco appointed Dominic De Minaur as a specialist insurance adviser. He joined from Integrity Life where he was a business development manager and was in similar roles at TAL and Asteron ...

Former Millennium3 representatives cop ban

KARREN VERGARA  |  TUESDAY, 3 AUG 2021
... secretary of NCFS between 4 September 2008 and 15 October 2020. Price has been an officer and director since 2007. NCFS, an insurance broker also known as Austbrokers, was an authorised representative of Millennium3 since 5 February 2004, providing financial ...

Financial Masterplan advisers banned

ANNABELLE DICKSON  |  TUESDAY, 3 AUG 2021
... Coast-based financial advisers for five years after they were found to have placed clients in inappropriate superannuation and insurance products. The corporate regulator believes Trent Allan and Fabrizio Urrutia were not adequately trained or competent ...

Data to improve TPD outcomes: ASIC

ANNABELLE DICKSON  |  MONDAY, 2 AUG 2021
... flagging concerns including declining claim rates, withdrawn claims and poor claims-processing times. ASIC's Report 696 TPD Insurance: Progress made but gaps remain outlines the areas that need improvement from the nine life insurers that were identified ...

Super, ASIC beneficiaries of advice challenges: Hearing

JAMIE WILLIAMSON  |  FRIDAY, 30 JUL 2021
... issue," Jacobsen said. When the discussion turned to remuneration, committee deputy chair Andrew Leigh asked how life insurance commissions differ from other forms of conflicted remuneration. Jacobsen said insurance is a grudge purchase and when faced ...

New AIA advice unit names chief executive

KARREN VERGARA  |  FRIDAY, 30 JUL 2021
... Wellbeing will operate under a separate AFSL to AIA Australia, offering personal advice to customers of CBA with life insurance and wealth needs. Advice will be provided by salaried advisers and AIA will extend employment offers to some CFP employees. ...

AMP sued over corporate super misconduct

JAMIE WILLIAMSON  |  FRIDAY, 30 JUL 2021
... another announced in May in which ASIC alleges several AMP companies continued to charge financial advice fees and life insurance premiums to more than 2000 customers after they had passed away. AMP did have some reprieve earlier this month however ...

Tidswell agrees it contravened Corps Act

KANIKA SOOD  |  THURSDAY, 29 JUL 2021
... MobiSuper Fund account, transfer funds held in the existing funds and to take out one or more policies of MobiSuper Fund insurance. The court said -- and ASIC and Tidswell agreed -- that Tidswell did not take adequate steps to review MobiSuper's ...

Six new ombudsmen at AFCA

KARREN VERGARA  |  WEDNESDAY, 28 JUL 2021
... ombudsmen. They both join AFCA in September. BizCover head of legal, risk and compliance David Short will join AFCA's insurance team in August. AFCA has promoted three of its own as ombudsmen: Vicki Carter and Mervyn Silverstein are new ombudsman within ...

Commonwealth FP under review, partially offloaded

ANNABELLE DICKSON  |  WEDNESDAY, 28 JUL 2021
... subsidiary of the insurer. With the two entities already in partnership following AIA's purchase of CBA's life insurance arm, this marks an expansion of that relationship and includes an advice referral arrangement for life insurance to AIA. ...