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Showing 41 - 50 of 522 results for %22Insurance Planner%22

Risk advisers a dying breed: Research

HARRISON WORLEY  |  WEDNESDAY, 20 NOV 2019
The proportion of financial advisers specialising in life insurance has more than halved in the last five years, according to Investment Trends research. In its 2019 Planner Risk Report released today, Investment Trends revealed just 15% of advisers ...

Former Apogee, GPS Wealth advisers banned

JAMIE WILLIAMSON  |  THURSDAY, 7 NOV 2019
... advice. Meanwhile, a former GPS Wealth representative has been banned for three years for similar misconduct involving insurance products. Former Sydney-based financial adviser Adrian Khaw is facing a four-year ban from providing financial services after ...

Growing advice group in commissions fight

ELIZABETH MCARTHUR  |  THURSDAY, 24 OCT 2019
A relatively new advice association has picked up members at a rapid pace as it takes up the fight to retain life insurance commissions. The United Financial Advisers Association (UFAA) now has over 4000 members after launching just a few months ago. ...

Government should intervene in BOLR changes: Opposition

JAMIE WILLIAMSON  |  FRIDAY, 23 AUG 2019
... taken in response to AMP advisers facing financial hardship. After initially misinterpreting the question as being about insurance policies, Tudehope then said he understands the move by AMP to be in line with recommendations that came out of the Royal ...

Ex-ANZ adviser goes solo

ELIZABETH MCARTHUR  |  TUESDAY, 13 AUG 2019
... potentially have a lot of debt, potentially have young kids, should start thinking about super but possibly haven't and insurance is getting expensive because we're getting older. Essentially me and my mates," she said. As for the name, Laird explained ...

NEOS grows sales teams

KARREN VERGARA  |  WEDNESDAY, 17 JUL 2019
... assembled a team of industry experts who we can confidently say are the best at what they do in Australia." The life insurance distributor has made a string of appointments since launching and upgraded its risk-only superannuation product. It recently ...

Financial advice drags BTFG results

KARREN VERGARA  |  MONDAY, 6 MAY 2019
... $64 million lower than the second half of 2018. The decline was due to the exit of Hastings ($180m), higher general insurance claims for major weather events ($66m), lower margins from the decision to reprice certain platform fees ($8m) and discontinuing ...

AFCA changes could impact PI cover cost: FPA

HARRISON WORLEY  |  TUESDAY, 23 APR 2019
... immediately consider and investigate the potential impact of its proposed legacy claims rule on professional indemnity insurance, with fears the cost of PI cover may rise. The FPA is concerned planners may not be covered under professional indemnity ...

Westpac exits personal advice, restructures leadership

JAMIE WILLIAMSON  |  TUESDAY, 19 MAR 2019
... of advisers or advice firms. The group said it is unlocking value by exiting a high cost, loss-making business. Its insurance division will be moved into business and consumer; private wealth, platforms and investments and superannuation will move into ...

FPA disciplines two members

HARRISON WORLEY  |  MONDAY, 4 MAR 2019
... breached the FPA Code in seven instances which centred on allegations he took or recommended the payment of commissions on insurance arising to advice he provided. Brown refunded the affected clients in a manner approved by the FPA when he first became ...