Bombora lures Sydney practice away from Affinia
03 August 2015
Sydney-based MBS Insurance is to leave TAL’s Affinia dealer group and join Bombora Advice…
Life Insurance
FPA introduces student award
03 August 2015
The Financial Planning Association has introduced an award for the country’s best financial student…
Get used to change, advisers urged
03 August 2015
Advisers must view change as the norm if they want to survive, according to Complete Financial Balance GM Brendan Cox…
NZ advisers urge retention of life commissions
03 August 2015
New Zealand’s Institute of Financial Advisers says it has no problem with the current commission payment model for financial services…
Call for disclosure on workplace mental health
03 August 2015
About one-third of Australia’s largest miners, banks and energy companies disclose commitments to workplace mental health and safety, research by the Australian Council of Superannuation Investors shows…
NZ actuaries to review issues of incentive and churn
27 July 2015
John Trowbridge has been retained to assist a New Zealand Financial Services Council investigation into sales incentives in life insurance…
Australia, NZ help grow AIA new business
27 July 2015
AIA’s new business in markets including Australia and New Zealand grew 31% to $US115 million ($157.6 million) in the six months to May 31…
Mortality protection gap doubles since 2000
27 July 2015
The mortality protection gap in Australia almost doubled in 14 years, new research by Swiss Re has shown…
Segment clients to provide better advice, says insurer
27 July 2015
Advisers are delivering “one-size-fits-all” advice when clients want tailored solutions, new research commissioned by AIA Australia reveals…
Lack of financial planning ‘leaves Gen Y exposed’
27 July 2015
Only 20% of Generation Y consumers have taken professional advice on their future finances, according to an Asteron Life survey of 1500 Australians…
Digital strategist to open FPA congress
27 July 2015
Prominent digital strategist Chris Riddell will deliver the first keynote speech at the Financial Planning Association’s annual Professionals Congress in Brisbane…
Findex moves to ditch commissions
20 July 2015
Financial Index Wealth Accountants will introduce a commission-free life insurance product engineered by BT later this year, and it says more will follow…
TAL holds off AMP challenge
20 July 2015
TAL continues to build its life insurance market lead over AMP, according to the latest premium inflow figures from Plan For Life…
Advisers seek efficiency gains amid threat to revenue
20 July 2015
Advisers will look to increase efficiency as they transition to new payment models, according to Zurich Financial Services…
AFA gives framework critics chance to vent
20 July 2015
The Association of Financial Advisers will hold an open forum on the new Life Insurance Framework at its roadshows this month…
Advisers reach for the tablets
20 July 2015
Touch-screen devices such as tablets are increasingly prevalent in financial advice businesses, according to new research from Investment Trends…
Advisers raise their game on client relationships
13 July 2015
Adviser practices have become better at maintaining client relationships, with most utilising computer-based systems, a Business Health survey has found…
Too soon to judge life insurance reforms: S&P
13 July 2015
Standard & Poor’s says it is too early to predict what impact proposed life insurance industry reforms will have…
Ex-Macquarie life adviser hit with four-year ban
13 July 2015
The Australian Securities and Investments Commission has banned a Macquarie-affiliated life insurance adviser for four years, for lacking the proper qualifications and failing to comply with financial services laws…
TAL rolls out adviser support initiatives
13 July 2015
TAL will introduce a quicker way to upgrade cover next month, as part of a new support package for advisers facing reduced revenue…