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| | | ... for financial advisers and the content now exceeds the minimum standards set by the Financial Services Council's Life Insurance Code. Originally designed for consumer-facing insurance staff, the refresh aims to assist advisers in having challenging conversations ... |
| | | | ... advisers making the switch to goals-based advice must ensure they are adequately covered with professional indemnity insurance. That was the warning heeded by delegates at the inaugural Association of Goals Based Advice conference in Sydney yesterday ... |
| | | | ... and acts like a "GPS service" in terms of financial goals, covering automated advice from budgeting and cash flows, to insurance, property and investments. One of the biggest advantages of an algorithm is that the results are transparent and cannot be ... |
| | | | ... groups to IOOF Holdings for $975 million; and it announced several senior internal appointments in retaining its life insurance business. IOOF has agreed to take over ANZ Wealth Management comprising RI Advice, Millennium3, Financial Services Partners ... |
| | | | Westpac is facing a class action for allegedly charging higher life insurance premiums via its network of financial planners. Shine Lawyers filed the class action against the bank and its subsidiary, Westpac Life Insurance Services, on behalf of customers ... |
| | | | ... clients and life insurers; otherwise the experience at claim time could be unfavourable to all parties. Succession Matters insurance and estate planner Mike Sayer said advisers who accept the conduit role at claim time, and can identify varied aspects ... |
| | | | ... receive financial advice. Have you read our Day Two Newsletter Wrap-Up ? 7.15am - Last day of the conference. At 8.30am, insurance heavyweights participate in a panel session titled the "Future of Life Insurance". After morning tea, the Hon. Kelly O'Dwyer ... |
| | | | ... levels will benefit from lower attrition levels." This is of particular importance given the changing nature of life insurance advice as planners prepare their businesses for the impact of the Life Insurance Framework (LIF). The research shows planners ... |
| | | | ... superannuation arrangements as well as high-net-worth individuals. The firm offers wealth accumulation, retirement planning, insurance and strategic advice. As per AZ NGA's usual acquisition arrangement, the purchase includes a share swap of 49% of FHM ... |
| | | | Specialist risk advice practice MBS Insurance promoted two of its financial advisers to partners. Both Chris MacKenzie and Brent McCullough joined Sydney-headquartered MBS Insurance about five years ago. MacKenzie joined the firm as an insurance adviser ... |
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