Author

Title Created Date Hits
ClearView compensates over 200 clients for poor advice 18 September 2019 47
Allianz Retire+ rolls out new advice project 17 September 2019 65
FinPal merges and rebrands as Fin365 16 September 2019 56
MLC advisers left in the dark on restructure 16 September 2019 134
Lifespan puts money into grandfathering fight 13 September 2019 111
Dealer group launches compliance platform 13 September 2019 101
FSC calls for simpler tax regime for advisers 13 September 2019 70
FPA welcomes new Senate fintech committee 12 September 2019 101
Westpac CFO to retire from next year 12 September 2019 134
Deakin/IOOF partnership uses AI to speed up client admin 11 September 2019 181
Grandfathered revenue ban passes the House 11 September 2019 244
Managed accounts FUM up 14.9% in 1H19 10 September 2019 116
ASIC suspends Queensland AFSL 10 September 2019 220
Revealed: what Australians really feel about financial advice 06 September 2019 221
Hayne legislation disguises more adviser disruption 05 September 2019 333
ClearView makes senior appointments 05 September 2019 303
Implemented Portfolios makes new hires 05 September 2019 246
ASIC cancels Perth-based licensee 04 September 2019 361
Sydney risk practice announces merger 04 September 2019 242
Suncorp finishes remediation program 03 September 2019 253
FASEA deadlines extended 30 August 2019 718
Members disengaged with insurance inside super 30 August 2019 199
FSU lodges dispute with AMP over BOLR arrangements 30 August 2019 394
AFA names its 2019 Adviser of the Year 30 August 2019 228
Consumers will pay ‘no more than $500’ for advice: Rice Warner 29 August 2019 351
FASEA director steps down from board 28 August 2019 353
Advice features heavily in ASIC corporate plan 28 August 2019 315
CountPlus reveals plans with Count Financial acquisition 27 August 2019 307
North Queensland adviser banned for four years 27 August 2019 427
More Aussies taking action following super reform 27 August 2019 260
FASEA gives accreditation to past FPA coursework 27 August 2019 214
HUB24 records 54% rise in FUA for FY19 27 August 2019 253
Persistent barriers preventing access to advice: ASIC 26 August 2019 343
PlanPlus Global names financial planning award winners 26 August 2019 150
CBA revises divestment of CommInsure 26 August 2019 397
When can advisers recommend a switch to an in-house product? 23 August 2019 567
Bravura to acquire Midwinter for $50m 23 August 2019 584
IRESS records 10% profit growth in 1H19 23 August 2019 238
Centrepoint records profit turnaround in FY19 22 August 2019 213
FPA members to be given education discounts 22 August 2019 286
Disclosing product conflicts ‘not enough’: Consultant 21 August 2019 228
ASIC to review transition to grandfathering ban 21 August 2019 312
PPS Mutual hires new WA and SA state manager 21 August 2019 289
Gen Z and Y see value in advice, says FPA 21 August 2019 402
Former adviser appears in court on fraud charges 20 August 2019 415
Netwealth ‘overvalued’ amid falling growth: Analysis 12 July 2019 447
BetaShares releases government bond ETF 12 July 2019 229
SMSFs with unmet advice needs growing 12 July 2019 228
Netwealth FUA up 10.8% in June quarter 11 July 2019 354
Freedom Insurance to close with $33.4m loss 11 July 2019 533
Super members reveal major advice gap 11 July 2019 398
AFA appoints general partnerships manager 11 July 2019 413
NAB fund whacked with class action over advice fees 11 July 2019 686
Former adviser given 10-year prison sentence 10 July 2019 752
Total risk market remains steady in March 10 July 2019 285
FPA pushes for FASEA deadline extensions 10 July 2019 814
Kaplan launches FASEA exam workshop 09 July 2019 714
AstuteWheel adds regtech capability for advisers 09 July 2019 253
Extra requirements needed for AFSL approval 09 July 2019 430
Class executive hires to drive move into advice 08 July 2019 448
$300m in fees saved through ETFs, research finds 08 July 2019 265
Midwinter announces new marketing head 08 July 2019 484
Banning life commissions not in public interest, says CEO 05 July 2019 678
Twelve Wealth merges with Minchin Moore 05 July 2019 552
The case for life insurance commissions 05 July 2019 923
ASIC cancels AFSL of non-aligned dealer group 05 July 2019 846
Advisers encouraged to fund Hayne commission fixes 04 July 2019 465
ASIC recommendations to hit licence approvals 04 July 2019 993
Advice network launches World Financial Planning Day 04 July 2019 347
Last chance to attend Masterfunds Conference 03 July 2019 222
HUB24 rejects client concerns following rate cut 03 July 2019 586
Tasmanian super fund begins MetLife partnership 03 July 2019 346
Better client outcomes through advised insurance: APRA 03 July 2019 592
Documents reveal Count Financial woes under CBA 02 July 2019 843
Aussie advice firm expands to Dubai 02 July 2019 375
FinClear enters partnership with advice group 02 July 2019 300
FASEA code reveals retirement planning ‘threat’ 01 July 2019 532
Retail FUM up 5.7% in March quarter 01 July 2019 322
Xplore releases new wrap platform 01 July 2019 457
Adviser permanently banned for vote rigging 01 July 2019 608
Suncorp hit with class action over advice fees 01 July 2019 456
Practice M&A activity surges post-Hayne: Consultant 28 June 2019 312
Fewer platforms being used in advice firms 28 June 2019 328
Help wanted – Advice needed 28 June 2019 770
Griffith University silent over FASEA conflicts 28 June 2019 931
Spectrum advisers to find new AFSL from July 27 June 2019 727
Adviser given five-year ban following AFSL cancellation 27 June 2019 672
AFA coursework given FASEA approval 27 June 2019 467
New ASIC guidance provided on industry levies 26 June 2019 295
FPA names winner of Gwen Fletcher Award 26 June 2019 258
FSC removes genetic test barrier to life cover 26 June 2019 378
Westpac adviser permanently banned by ASIC 26 June 2019 850
Advice cost burden tougher on small AFSLs 25 June 2019 576
OnePath revamps legacy trauma definitions 25 June 2019 314
MetLife, AFA launch initiative for women advisers 25 June 2019 344
IOOF announces new CEO 25 June 2019 784
ASIC updates fee disclosure requirements 24 June 2019 478
Scoping and scaling advice 21 June 2019 671
Most advisers expect role to be transformed: report 20 June 2019 309
AFA names keynote speakers for 2019 conference 20 June 2019 322
ASIC ban of AFSL holder reduced by tribunal 20 June 2019 238
Client onboarding a major advice ‘friction’ area 20 June 2019 419
SuperConcepts aims to innovate advice discussion 19 June 2019 363
MetLife Australia boosts leadership team 19 June 2019 531
Lifespan hires national practice manager 19 June 2019 616
Westpac names head of new business division 19 June 2019 485
‘Safe harbour’ loopholes flagged in conflicted advice 18 June 2019 557
AFCA given all clear to investigate legacy complaints 18 June 2019 566
Victorian adviser cops permanent ban 18 June 2019 778
Licensees warned of share sale fraud risks 17 June 2019 265
Fiducian acquires advice group from bank 17 June 2019 603
5 credit repair secrets advisers need to know 14 June 2019 733
ANZ falls in line with enforceable undertaking 14 June 2019 406
AFA, FPA form task force ahead of LIF review 14 June 2019 617
FASEA reveals course and diploma approvals 14 June 2019 575
State Street ETF portfolios available on platform 13 June 2019 475
Financial coaching a potential ‘saving grace’ for advice 13 June 2019 496
Industry unites on model portfolio data standards 13 June 2019 515
CountPlus to acquire major advice group 13 June 2019 1022
ANZ tells members of ‘benefits’ to grandfathering ban 12 June 2019 715
Advisers to face court over conflicted remuneration 12 June 2019 1365
AMP delays CFO transition until end of life sale 12 June 2019 493
DomaCom launches first equity release for advisers 11 June 2019 247
BetaShares ETF portfolios available through SMAs 11 June 2019 355
Commonwealth FP completes enforceable undertaking 11 June 2019 550
Hayne will lead to struggle for next-gen advisers 07 June 2019 578
Ardea active ETF added to adviser platform 07 June 2019 293
Group insurance risk for clients ahead of deadline 06 June 2019 373
Rice Warner pushes for super guarantee increase 06 June 2019 249
Industry reform taking mental toll on advisers 06 June 2019 836
Adviser Ratings launches transparency campaign 06 June 2019 470
A lack of clarity still plagues financial advice 05 June 2019 431
Former Westpac adviser slapped with permanent ban 05 June 2019 807
Cashwerkz open to advisers through platform 05 June 2019 319
Former FASEA head joins Deakin ahead of adviser exam 04 June 2019 735
ClearView pushes case for life commissions 04 June 2019 327
Class action sought against Suncorp over advice fees 04 June 2019 465
Netwealth renews financial literacy sponsorship 03 June 2019 246
FPA provides mental health support for advisers 03 June 2019 505
SOAs need to be more client-friendly, say consultants 03 June 2019 592
Zurich completes ANZ life business acquisition 03 June 2019 1066
Spectrum Wealth shuts down AFSL 31 May 2019 1081
IRESS makes $62m acquisition 31 May 2019 681
AMP to ‘vigorously defend’ against class action 30 May 2019 326
Philo announces MDA collaboration with advice firm 30 May 2019 554
Risk advice potential lies with accountants: Consultant 29 May 2019 301
Financial planning course gets ‘world first’ accreditation 29 May 2019 682
Licensees struggling to afford PI insurance 28 May 2019 348
Cash flow analysis critical to future of advice 28 May 2019 515
New Treasury team receives FPA thumbs up 27 May 2019 411
In-house advisers sought by accountants on SMSFs 27 May 2019 347
A practical application of goals-based advice 27 May 2019 882
AIOFP ‘appalled’ by ANZ shut down of adviser revenue 27 May 2019 710
Government reveals new financial services minister 27 May 2019 704
More advisers embracing advicetech: Report 23 May 2019 407
FASEA open to accepting foreign qualifications 23 May 2019 366
AFCA looking to beef up leadership team 23 May 2019 447
Providing ongoing service 21 May 2019 1198
Quality advisers migrating to ‘non-aligned’ firms 21 May 2019 518
Advice firms must rise to ‘fairness challenge’: ASIC 21 May 2019 311
Kaplan engages former FASEA head on bridging courses 21 May 2019 548
New premium risk sales up 2.3% in 2018 20 May 2019 286
You owe yourself a second opinion 20 May 2019 400
BetaShares launches India ETF to market 20 May 2019 713
Advice firms on notice with new complaints handling standards 17 May 2019 363
ANZ makes changes to advice model 17 May 2019 979
Being a profession is different to being professional 17 May 2019 1047
YBR announces offloading of advice business 17 May 2019 788
FASEA exam registrations open to advisers 16 May 2019 1052
Advisers still the ‘ultimate advice solution’: CFS 16 May 2019 466
ASIC reveals motivation behind enforcement strategy 16 May 2019 539
FASEA confirms accreditation delays 16 May 2019 748
Deadline warning for AFSLs seeking to cut industry levy 15 May 2019 237
Risk advisers positioned to break life insurance taboo 14 May 2019 466
FPA charity seeks adviser input to grants 14 May 2019 242
Queensland super fund begins new partnership with TAL 14 May 2019 963
Valuation gap widening between advice firms 14 May 2019 472
AFSLs cancelled following dual authorisation review 14 May 2019 465
Midwinter makes strategic acquisition 14 May 2019 832
Janus Henderson hires global distribution head 10 May 2019 519
FPA attempts to help couples stay together 10 May 2019 396
How to stop wasting time 10 May 2019 646
AMP shakes up leadership of SMSF business 10 May 2019 663
SG Hiscock appoints head of distribution 08 May 2019 674
ANZ OnePath makes upgrade to adviser portal 08 May 2019 921
Election a contrast in two policy areas for advisers 08 May 2019 266
Consultant responds to adviser unease with initiative 07 May 2019 325
Former NAB adviser charged by court 18 April 2019 837
Non-aligned advice a big driver in Challenger results 17 April 2019 370
Adelaide adviser slapped with five-year ban 17 April 2019 995
Integrity releases 1st product update 17 April 2019 355
Internal ASIC emails shed new light on Dover closure 17 April 2019 1444
Integrated approach to aged care advice needed 16 April 2019 479
Super funds heading for ‘disappointing’ year 16 April 2019 382
Risk inflows up 1.9% through 2018 15 April 2019 337
Licensees confused by ASIC approval of responsible managers 12 April 2019 442
Integrity Life boosts senior team with new hires 12 April 2019 1054
Getting finance ready 12 April 2019 808
Super industry limiting adviser ability on ESG investing 11 April 2019 455
Netwealth FUA up 10.9% in March quarter 11 April 2019 472
Subtleties of vertical integration ‘significant’: Centrepoint CEO 11 April 2019 553
YTML takes on AFSL, hires distribution head 10 April 2019 845
Final report on CBA advice compliance released 10 April 2019 783
FPA announces new chair of tribunal body 10 April 2019 675
Risk advice to have ‘significantly reduced’ by 2030 09 April 2019 550
AI driving future of financial data, survey finds 09 April 2019 379
Two appointments made to FASEA board 09 April 2019 2058
New course to train advisers on grief support 09 April 2019 342
Data issues ignored during Hayne commission: IRESS 08 April 2019 719
Adviser exodus recovery unlikely by 2030: Whitepaper 08 April 2019 664
Managed Accounts adds to executive team 08 April 2019 430
The importance of mindset 05 April 2019 703
IOOF brings on new advice governance head 05 April 2019 769
ASIC given intervention powers on poor financial products 04 April 2019 704
AMP Financial Planning hit with ASIC conditions 04 April 2019 1083
Fees for no service unfairly placed on advisers: CEO 04 April 2019 720
ASIC puts new conditions on advice network 04 April 2019 1084
Advice fintech firm partners with XPLAN 03 April 2019 898
Remove ‘advice’ label from general advice, says FPA 03 April 2019 784
Industry unity needed on risk commissions, says insurer 03 April 2019 406
Adviser education on managed accounts lacking: Survey 02 April 2019 510
Cost of living the largest consumer concern: Licensee 01 April 2019 407
ASIC estimates adviser levies for 2018-19 29 March 2019 784
Leadership after the Hayne commission 29 March 2019 606
Hybrid cloud best compliance model post-Hayne 29 March 2019 304
Life insurers under microscope with ASIC, APRA data 29 March 2019 530
Government to ban grandfathered commissions 28 March 2019 1848
Consumers confused by financial advice: ASIC 28 March 2019 1461
NAB calls ASIC ‘a model litigant’ in fees-for-no-service case 27 March 2019 809
Young advisers hit hard with grandfathering ban, argues AFA 27 March 2019 766
TAL head stands by LIF commission model 27 March 2019 601
‘Demand for advice is strong’, says MLC 26 March 2019 757
Platform outguns competition in FUM growth 26 March 2019 428
Only 5% of Millennials use robo-advice, survey finds 26 March 2019 643
Managed Accounts hires new CFO 26 March 2019 541
Banks win from grandfathering ban, says industry body 25 March 2019 530
Westpac unable to estimate fee for no service impact 25 March 2019 1224
Licence conditions on Morgans Financial removed 22 March 2019 624
ASIC confirms Endeavour, Linchpin wind up 22 March 2019 910
Cashwerkz partners with advice firm 22 March 2019 476
The future of life insurance commissions 22 March 2019 1873
AFSLs cancelled for not joining complaints body 22 March 2019 395
Life commissions ‘good for consumers’, says licensee 22 March 2019 571
Former CBA adviser permanently banned 21 March 2019 1131
Brexit has inflicted serious damage, says advice CEO 20 March 2019 428
Hayne devalued financial advice, says AFA 20 March 2019 770
Affordable life insurance with flexi-linking 20 March 2019 1144
Viridian vows independence after Westpac exit 20 March 2019 1624
CBA could retain advice business: Morningstar 19 March 2019 795
Westpac announces exit from financial advice 19 March 2019 2313
ASIC given greater powers under new proposal 18 March 2019 568
FPA releases national roadshow details 18 March 2019 513
Linchpin Capital, IIOF fund to be shut down 18 March 2019 1634
FASEA releases final provider accreditation policy 18 March 2019 746
Adviser given 10-year prison sentence by NSW court 15 March 2019 1211
AFA names life insurance award winners 15 March 2019 1073
Conflicted interest claims in MDAs fail to consider the full story 15 March 2019 1069
NAB responds to Hayne recommendations 15 March 2019 928
Conflicts of interest go beyond vertical integration, says CEO 14 March 2019 733
Ex-IRESS manager to head non-aligned licensee 14 March 2019 620
Managed accounts FUM held firm amid volatility 14 March 2019 625
ASIC funding model payment deadline looms 13 March 2019 401
New details of FASEA exam revealed 12 March 2019 1877
Platforms keeping up with managed accounts demand 12 March 2019 545
Managed Accounts undergoes rebranding 12 March 2019 548
ASIC seizes documents in fees-for-no-service investigation 11 March 2019 580
Allan Gray fund added to IOOF platforms 11 March 2019 512
Advisers reveal biggest client concerns around super 11 March 2019 544
Gender super gap widening, figures show 08 March 2019 442
Vertical (dis)integration – are you conflicted? 08 March 2019 806
CBA promises disclosure of 'biased' advisers 08 March 2019 663
Major adviser-client disconnect on risk advice, research finds 07 March 2019 898
FPA education hub aims to curb FASEA ‘misinformation’ 07 March 2019 956
The blunt truth to investing in marijuana 06 March 2019 769
Advisers challenged by adoption of beta strategies 06 March 2019 450
ANZ announces group insurance innovation roadshow 06 March 2019 867
BT upgrades life quote and application software 06 March 2019 479
UK shift to independent model creating ‘advice gap’ 05 March 2019 1265
Tribunal vindicates ASIC decision to refuse limited AFSL 05 March 2019 448
Life insurance policy revenue up 12% 05 March 2019 521
Grandfathering ban is unconstitutional, argues AFA 04 March 2019 929
Advice software platform integrates with XPLAN 04 March 2019 1397
AAT upholds ASIC decision to refuse limited AFSL 04 March 2019 613
FPA disciplinary body suspends two members 01 March 2019 932
Advisers looking to gearing across client base 01 March 2019 460
The referral game unpacked 01 March 2019 812
ASIC reveals licensing stats for FY17-18 01 March 2019 464
FASEA consultation process ‘disheartening’: AFA 28 February 2019 752
Midwinter brings in new CEO 27 February 2019 1160
Majority ill-prepared for loss of 2nd income, report finds 27 February 2019 529
'Well-positioned' in post-Hayne world, says HUB24 26 February 2019 974
Majority of Aussies under financial stress 26 February 2019 858
Insight expands Australian team with new hire 26 February 2019 428
Active ETF take-up faster from non-aligned advisers 25 February 2019 679
Hayne gets it wrong on life commissions, says AFA 25 February 2019 818
AllianceBernstein grows Aus retail sales team 25 February 2019 603
Bringing a baby to a conference 22 February 2019 1101
AFA scorns Labor plan to end grandfathering 21 February 2019 949
CountPlus announces $2.6m profit, makes key acquisition 21 February 2019 783
Hayne risk recommendation ‘irresponsible’, says licensee 20 February 2019 625
PPS Mutual broadens adviser reach to Victoria 18 February 2019 542
CFS hamstrung advisers as they left for Dover 18 February 2019 1136
ASIC appeals Westpac best interests court decision 18 February 2019 827
FASEA mostly funded by the major banks 15 February 2019 993
Court restrains unlicensed firm from operating 15 February 2019 634
What you need to be asking your software providers 15 February 2019 807
ASIC used Dover whistleblowing to shut licensee down 15 February 2019 1371
McMaster strikes back 14 February 2019 1512
Minimal time spent on client engagement, survey finds 14 February 2019 575
Advice regtech aims to ease CPD burden under FASEA 14 February 2019 489
AMP adviser network declined 4.6% in 2018 14 February 2019 1371
Institutional remediation to top $2bn 13 February 2019 444
Advice software firm integrates with XPLAN 13 February 2019 1097
Policy churning concerns are ‘unfounded’, survey finds 13 February 2019 479
New approach needed to income protection: Whitepaper 13 February 2019 465
ASIC admits no one was misled by Dover CPP 13 February 2019 1920
Praemium upgrades and rebrands platform 12 February 2019 1161
Cardena appoints new managing director 12 February 2019 491
Ban reduced by 8.5 years for two Macquarie advisers 11 February 2019 1052
Grandfathered clients down 33% in sale value 11 February 2019 907
Deal breakers and deal changers in advice M&A 11 February 2019 782
FASEA locks in code of ethics standard 11 February 2019 1618
Sale of MLC Wealth ‘likely’ delayed to 2020 08 February 2019 1794
NAB CEO and chairman announce resignations 07 February 2019 800
Hayne final report will not ‘fix the rot’, says FSU 07 February 2019 562
FASEA reduces reading time in final exam standard 06 February 2019 1042
AFA concedes grandfathered commission ban as ‘inevitable’ 06 February 2019 1124
Adviser disclosure bias gets licensee support 06 February 2019 682
Risk commissions cap should be zero, says Hayne 05 February 2019 1436
Calls for new oversight authority over ASIC and APRA 04 February 2019 1030
Adviser bias disclosure leads Hayne recommendations 04 February 2019 1242
CBA licensee required to halt ongoing service fees 04 February 2019 1356
Keep risk separate from other forms of advice: licensee 01 February 2019 603
More compliance won’t solve advice woes: think tank 01 February 2019 726
Driving an ethical culture 01 February 2019 548
Most Aussies not prepared to pay fee-for-service 01 February 2019 1075
Majority of advisers welcome best interests duty 30 January 2019 566
Post-RC change unlikely until after election, says AFA 30 January 2019 521
Adviser fees tipped to double post-FASEA 30 January 2019 1184
AMP life insurance sale still on track 29 January 2019 1567
Top-performing life insurers revealed 29 January 2019 490
Has ASIC been compromised by the institutions? 29 January 2019 852
How to prepare your financial planning practice for a stellar 2019 25 January 2019 750
Banned adviser may have been blindsided by CBA licensee 25 January 2019 1119
Swinburne launches FASEA-approved postgrad course 24 January 2019 797
Advisers undercharging clients for efforts, says CEO 23 January 2019 590
MLC Life Insurance ramps up customer focus with new role 23 January 2019 443
NEOS Life expands to WA with new hires 23 January 2019 785
Gender super gap lower but still at 34% 22 January 2019 832
FSC extends consultation deadline for life code 22 January 2019 401
MetLife reveals new CEO for Australia 22 January 2019 437
Advice issues stem from writing of SOAs, says Raftery 22 January 2019 679
Licence conditions placed on Sydney AFSL 21 January 2019 657
Is FASEA leading to an adviser exodus? 21 January 2019 1385
O’Dwyer steps down from politics 21 January 2019 581
Praemium FUA up 14%, reveals platform upgrade 17 January 2019 596
ASIC takes court action against former adviser 17 January 2019 978
NAB FP seeks resolution of false witness investigation 16 January 2019 606
High demand for advisers and paraplanners in 2019 16 January 2019 1226
Foreign adviser qualification standards finalised 16 January 2019 711
MLC Life Insurance brings tech expert to board 16 January 2019 380
ASIC imposes conditions on Sydney licensee 16 January 2019 642
FASEA locks in educational pathways policy 15 January 2019 1098
Productivity Commission notes flaws in group insurance 15 January 2019 444
Global firm to acquire Strategic Insight 15 January 2019 464
Industry fund makes advice market move with hires 15 January 2019 974
ANZ pushes on with wealth sale to IOOF 15 January 2019 1931
Advisers to embrace AI ahead of FASEA code 14 January 2019 706
ASIC suspends Sydney-based AFSL 14 January 2019 579
More investors taking on smart beta ETFs 14 January 2019 506
Smart refinancing strategies for your client’s advice 14 January 2019 577
6m Aussies ask friends or family for financial advice 11 January 2019 585
VanEck reduces fee on China ETF 11 January 2019 325
Growth in robo-advice a global trend 11 January 2019 343
AFA slams lack of response from FASEA 10 January 2019 687
Client-centric regulations tipped in 2019 outlook 09 January 2019 484
Total market inflows reach $16.5bn 09 January 2019 419
ASIC refusal of licence upheld by tribunal 09 January 2019 641
ASIC proposes changes to advice fee disclosures 09 January 2019 636
Sustainable development goals to feature in 2019 07 January 2019 454
FASEA code of ethics unclear, says AFA 07 January 2019 710
Trail commissions ‘forgotten’ by finance industry, says broker 07 January 2019 1834
Advice burdens and ‘minimal' client benefit noted under AFCA 04 January 2019 525
FUM rises $86.4bn over the last year 04 January 2019 373
Fintech space set to grow in 2019 04 January 2019 901
Federal Court delivers verdict on Westpac best interests case 03 January 2019 1385
Hayne commission impact stretching to New Zealand 02 January 2019 569
Life insurer anticipates $10m loss in 2H18 31 December 2018 511
$12.2bn yearly growth in retail managed funds 31 December 2018 433
How to know when a client relationship is over 28 December 2018 733
ifa’s most read stories of 2018 27 December 2018 528
FASEA locks in relevant degree standards 27 December 2018 2329
Neobanks to grab open banking opportunities 24 December 2018 818
Deliver authentic goals-based advice in 2019 24 December 2018 867
ASIC moves on AFSL holder for misleading publications 24 December 2018 1037
Risk advice is not just important at claim time 24 December 2018 578
The underwriting choice 24 December 2018 793
FASEA finalises adviser CPD standard 24 December 2018 1275
Advice sector being split into two camps 21 December 2018 2013
AFA releases details of roadshow tour 21 December 2018 602
FASEA demands ‘L-plate’ logbook from advisers 20 December 2018 1214
Clients more open to advice on ESG investing 20 December 2018 533
FASEA finalises provisional adviser definition 20 December 2018 869
Netwealth forms wealth data partnership 19 December 2018 548
Advice bodies reach code monitoring agreement 18 December 2018 966
Hayne commission shaking up smaller risk firms 18 December 2018 693
Court lays charges against former Sydney adviser 18 December 2018 1029
ASIC permanently bans Victorian adviser 18 December 2018 954
Election reflection - Why vote Liberal? 17 December 2018 2078
FASEA names provider for adviser exam 17 December 2018 2264
Former Liberal leader to join Crescent board 14 December 2018 728
ASIC clarifies RG 146 requirements for advisers 14 December 2018 1559
Moneysoft highlights super focus with website launch 14 December 2018 337
Industry body flags CPD burden under FASEA proposal 13 December 2018 669
Advisers embracing ESG investing, says survey 13 December 2018 559
AFA picks apart CPD policy from FASEA 12 December 2018 1007
Insurers need to quicken claims: Synchron 12 December 2018 500
ASIC lengthens transition period for fee disclosures 11 December 2018 388
Better advice complaints resolution needed, says ASIC 10 December 2018 481
Most Aussies open to genetic testing in life insurance, says FSC 10 December 2018 437
Only 12% of advice practices have exit plans 07 December 2018 483
CIPRs need to account for future mortality rates, study finds 07 December 2018 410
Assessing Labor's negative gearing and CGT proposals 07 December 2018 1527
Freedom halts selling of life insurance 07 December 2018 471
New ASIC deputy chair announced 07 December 2018 899
Growth companies fund added to Macquarie Wrap 06 December 2018 527
ASIC makes unique AFSL decision on foreign adviser 06 December 2018 687
AFCA sees 47% rise in complaints 06 December 2018 725
FASEA disadvantages women and older advisers, says licensee 06 December 2018 959
ASIC reveals adviser levies for 2017-18 05 December 2018 1663
Fiducian adds Perth advice firm with $73m FUA 05 December 2018 673
Midwinter brings on super fund with advice arm 05 December 2018 750
Adviser ‘soft’ skills a crucial factor in client retention 05 December 2018 975
Advice partnership spurred on by aged care royal commission 04 December 2018 849
RBA makes final cash rate call for 2018 04 December 2018 426
ASIC cancels AFSL of Solar Financial Advisory 04 December 2018 1577
HUB24 adds adviser network to platform 03 December 2018 840
MLC transitions life insurance business with new hires 03 December 2018 1197
Raftery flags undue AMP influence on education standards 03 December 2018 941
Your client data – who has access? 29 November 2018 956
FPA appoints chair of philanthropic arm 29 November 2018 309
FPA releases adviser fintech buyers guide 29 November 2018 604
AMP backs advice model despite potential 17-year remediation 29 November 2018 979
Life entrant seeks underwriting advantage 28 November 2018 330
Final AFCA deadline warning for AFSL holders 28 November 2018 638
Simplified product disclosure a likely Hayne RC outcome 28 November 2018 517
AMP advisers didn’t know to provide service for fees 28 November 2018 1196
APRA reveals September life industry figures 27 November 2018 602
AIA moves further into mental health space 27 November 2018 645
Adviser guide to ethical investment released 27 November 2018 647
NAB CEO looks to FSC for answers over advice failures 27 November 2018 819
Get out into the park with your clients 26 November 2018 1060
Value a more crucial factor in advice 26 November 2018 570
ASIC flags adviser register deadline 23 November 2018 943
Code of ethics a ‘game changer’, says FPA 23 November 2018 910
FASEA releases CPD legislative instrument 23 November 2018 748
FASEA announces ethics code legislative instrument 22 November 2018 980
‘Regulators not immune to public opinion’: Costello 22 November 2018 598
AFA reveals Consumer Choice Award winners 21 November 2018 593
MetLife brings boost to retail sales team 21 November 2018 496
CBA admits lax attitude with ASIC on advice woes 21 November 2018 578
‘Culture’ at the heart of CBA advice failings 20 November 2018 847
Netwealth reveals new licensee partnership 19 November 2018 960
Adviser relationships will never be the same again 19 November 2018 1103
ClearView launches dealer services offer 19 November 2018 1239
Trust in advice more important than ever 15 November 2018 525
We’ll lose advisers through FASEA but it’s necessary 15 November 2018 1296
FPA hands down $50,000 fine on Sam Henderson 14 November 2018 998
Adviser reviews critical to client retention 14 November 2018 514
Fintech should make advice ‘enjoyable’ 13 November 2018 910
Hayne commission driving adviser tech shift 13 November 2018 630
Zurich launches income protection study with Oxford 13 November 2018 409
Life insurance code ‘not for advisers’, says FSC 12 November 2018 661
Advice demand soaring despite reputation hit 12 November 2018 757
Finance sector rife with data breaches 09 November 2018 666
FASEA deadline leading to ‘perfect storm’ 08 November 2018 1145
NEOS Life appoints new trustee for super fund 08 November 2018 581
FinClear develops SMA offering for Aussie market 08 November 2018 1340
What can Enron teach us about conflicted advice? 08 November 2018 908
Up to 30 Beacon advisers in search of new licensee 06 November 2018 1623
AFCA deadline looms for AFSL holders 06 November 2018 540
Reserve Bank announces November cash rate 06 November 2018 619
TAL updates life insurance product range 06 November 2018 655
App to help advisers bridge generational client gap 05 November 2018 799
Insurer wellness program boosting client recovery 05 November 2018 773
Regulation alone won’t solve financial advice woes 05 November 2018 834
BT earnings crashed 40% in 2H18 05 November 2018 909
Government funding from ASIC up 33% 02 November 2018 533
Beacon acquisition collapses, IIOF fund in spotlight 02 November 2018 1704
NAB earnings hit by advice woes 01 November 2018 702
BT launches new hub for advisers 01 November 2018 589
Advisers critical to SME life insurance literacy 01 November 2018 475
Former Gold Coast adviser given prison sentence 31 October 2018 1370
FSC commits to genetic inclusion in life insurance 31 October 2018 952
CBA makes hires to lead wealth demerger 31 October 2018 1560
Mutual insurance model popular amid Hayne era 30 October 2018 662
FSC brings two directors to board 30 October 2018 625
Hayne commission ‘full of deliberate misstatements’: Dover 30 October 2018 1528
Angry complaints in advice deemed ineffective 29 October 2018 1065
Non-aligned advice to thrive post royal commission 29 October 2018 825
Advice firms can still succeed post-FASEA: Mentor 26 October 2018 534
Enforceable undertakings deter misconduct: Study 25 October 2018 511
Advisers see benefit of sticking with us, says AMP 25 October 2018 938
ASIC cancels AFSL of Austplan by mutual agreement 25 October 2018 1516
YBR appoints new chief executive 25 October 2018 1352
ASIC grilled over treatment of major banks 25 October 2018 702
Big data tool relaunches into advice market 24 October 2018 519
Regulators release new life claim reporting standard 24 October 2018 721
Accountants compromised by FASEA standards 24 October 2018 1426
Robo-advice register aims to bridge client service gap 23 October 2018 753
NEOS Life assembles underwriting team 22 October 2018 851
ASIC reveals findings of CBA enforceable undertaking 22 October 2018 1246
Why ASIC is stopping ICOs 22 October 2018 1113
ARCO fund added to BT Panorama platform 22 October 2018 575
CBA announces appointment of CFO 19 October 2018 763
‘We’ve taken too long’ to fix advice problems: NAB 19 October 2018 704
Hire younger advisers to get younger clients, paper suggests 17 October 2018 604
BT enhances life insurance quoting software 17 October 2018 806
Major banks show biggest changes in risk 16 October 2018 426
Advisers should be early call in divorce cases 15 October 2018 640
War with Dover ‘destroyed me’, says ex-adviser 15 October 2018 1781
Macquarie adds Insight fund to platform 15 October 2018 537
ASIC takes action on compliance breaches 12 October 2018 1678
FPA board announces new chair 12 October 2018 737
New adviser capability added to IOOF offering 12 October 2018 611
AFA names new state directors 12 October 2018 843
Boutique NSW firm makes strategic acquisitions 10 October 2018 596
Retirement boils down to ‘magic number’: Adviser 10 October 2018 540
ASIC releases new instrument delaying reporting dates 10 October 2018 765
AI platform claims it can advise at 1/20th of cost 09 October 2018 2040
Spectrum Wealth adviser banned for three years 09 October 2018 2489
‘Advice collectives’ the future, paper suggests 09 October 2018 872
Steady, measured growth key to firm success 08 October 2018 837
ASIC gave ex-Dover adviser thumbs up while at AMP 08 October 2018 1506
ANZ sets over $300m aside to address advice failures 08 October 2018 877
Embracing financial wellness 05 October 2018 786
Dover benefited from bank exodus before demise 05 October 2018 937
Hayne commission silver lining for regional firms 04 October 2018 882
Wealth gap persists between men and women: report 04 October 2018 656
IOOF hires head of newly acquired ANZ firm 04 October 2018 764
Zurich revamps adviser portal with new platform 04 October 2018 922
CBA denies misconduct in breast cancer claim 03 October 2018 740
Court upholds appeal against former CBA adviser 03 October 2018 1142
Retain LIF arrangements, pleads AFA 03 October 2018 639
ASIC bannings highlight structural flaws of AFSLs 02 October 2018 733
Risk market inflows rose 1.8% over FY18 02 October 2018 525
Hayne commission reveals systemic issues in advice 02 October 2018 868
Regulator conduct questioned in Hayne interim report 28 September 2018 637
Global study highlights behavioural element of advice 28 September 2018 845
ASIC releases adviser guide to FASEA code 28 September 2018 1469
Westpac allocates $235m to address advice failure 27 September 2018 1187
McMaster demands Hayne apology over adviser treatment 27 September 2018 2210
Average clients excluded due to royal commission 27 September 2018 940
Affluence fund added to HUB24 platform 27 September 2018 573
Report finds ‘missing link’ in risk advice 26 September 2018 716
How to handle notifiable data breaches 26 September 2018 1109
Client mental health flagged as adviser blind spot 26 September 2018 606
Government pushes tougher misconduct penalties 26 September 2018 657
Don’t ignore grandfathered clients, says AFA 26 September 2018 917
Life code compliance body releases annual report 26 September 2018 1082
Royal commission branded as run to ‘political agenda’ 25 September 2018 990
Insight fund added to Netwealth platform 25 September 2018 474
Failed advice firm was ‘a proven success story’: Daly 24 September 2018 2164
New city added to FPA’s Women in Wealth program 24 September 2018 571
Government minister to address AFA conference 24 September 2018 793
Accountants continue battle for advice space 21 September 2018 1170
Extending credit advice to planners 21 September 2018 850
Aligned advisers in search of freedom 20 September 2018 1208
Government beefs up ASIC capabilities 19 September 2018 657
Labor super gender gap proposals meet FSC approval 19 September 2018 678
Two former Macquarie advisers given 10-year ban 18 September 2018 2249
Advisers granted statutory declaration rights 18 September 2018 1394
ASIC gives permanent ban to unlicensed adviser 17 September 2018 965
Midwinter integrates with SMSF software firm 17 September 2018 950
Advisers urged to meet ASIC funding model obligations 14 September 2018 1028
FPA pushes CFP recognition in FASEA recommendations 14 September 2018 1918
Thank goodness for life insurance advisers 13 September 2018 1774
Index knowledge key to advising smart beta: Lonsec 13 September 2018 823
CBA misled FOS on life insurance claim: RC 12 September 2018 1901
Planner role to transform with managed accounts growth 11 September 2018 1115
Top firms seeking acquisition strategy, Macquarie finds 10 September 2018 1171
ASIC places grandfathered commissions on radar 07 September 2018 1267
AMP software subsidiary reveals new training course 06 September 2018 1010
Five years until industry recovers, firm predicts 06 September 2018 1118
Changing abilities 09 August 2017 3292
AMP rejects suggestions it is delaying claims 13 July 2017 4273
AMP accused of delaying life insurance claims 13 July 2017 2050
Limited APLs breach Corporations Act, says Dover 12 July 2017 1352
APRA flags insurer expectations on reinsurance 07 July 2017 4583
ClearView calls advisers to action for open APLs 30 June 2017 4753
Super changes need to meet best interests duty: TAL 29 June 2017 1164
Broaden advice without ‘diluting’ risk, says AIA 22 June 2017 4808
Regulations almost stopped health brand, says AIA 21 June 2017 960
ASIC admits ‘different approach’ to SOA consultation 19 June 2017 1135
Industry fund insurance ‘a concern’, riskie says 16 June 2017 1336
SOA consultation ‘a different approach’, says ASIC 16 June 2017 1386
Advisers overwhelmed by software choice: YTML 16 June 2017 1601
FPA flags FOFA cost burden on risk advice 15 June 2017 1419
Too much software choice scaring advisers, says YTML 14 June 2017 1546
AIOFP awarded MDRT association status 13 June 2017 674
MDRT gives AIOFP professional recognition 09 June 2017 1297
Riskies broadening advice beyond insurance: poll 09 June 2017 1338
Funeral cover is ‘low-value life insurance’: academic 09 June 2017 1568
Industry claims exceed $9bn, research finds 09 June 2017 2020
AIA reveals licensees for insurance brand test run 08 June 2017 1669
All about behavioural finance 08 June 2017 4417
AIA names licensees to test new insurance brand 06 June 2017 1761
Industry scoffs at example life insurance SOA 02 June 2017 2236
Broaden draft APL standard, FPA says 02 June 2017 1351
Direct comparison websites inferior to advice: Rice Warner 02 June 2017 1574
Life industry needs to innovate, Zurich says 02 June 2017 1465
ASIC’s life insurer report card would be ‘disastrous’: consultant 31 May 2017 890
Take draft APL standard further, says FPA 29 May 2017 661
NAB rails against standard medical definitions 29 May 2017 933
Standard definitions ‘not the best approach’, says NAB 29 May 2017 1852
Advisers near unanimous on group remuneration disclosure 25 May 2017 1569
Bombora predicts collaborative future 24 May 2017 1460
Genetic testing may ‘become a threat’ to life insurance 19 May 2017 1845
Consultant flags high demand for client books 18 May 2017 1596
ANZ highlights need for adviser resilience 16 May 2017 1096
Adviser refutes declining community claims 15 May 2017 1358
Medicare levy increase a concern for riskies 15 May 2017 1771
Consultant warns advisers on SME client risk 11 May 2017 1622
Synchron announces latest growth figures 11 May 2017 1680
Government aims to reduce housing pressures 09 May 2017 874
Synchron reveals latest growth figures 09 May 2017 1726
Mind Matters 03 May 2017 2775
Avoid conflicted remuneration with ‘scorecard’, says consultant 03 May 2017 1764
TPB rejects adviser TASA interpretation 01 May 2017 1221
Most riskies believe opt-out in clients’ best interests 28 April 2017 1747
We made changes well before LIF, adviser says 28 April 2017 1892
Goals-based advice 'a fad', says adviser 27 April 2017 2421
Advisers overhaul businesses amid regulatory changes 24 April 2017 1069
Assess mental health claims on own merits, adviser says 21 April 2017 645
‘Don’t treat every mental health claim the same’, riskie says 21 April 2017 2169
AFA, FPA taken to task for TPB registration 20 April 2017 1414
Group arrangements may breach super cap: Rice Warner 20 April 2017 2037
RBA flags rising life industry challenges 20 April 2017 2676
‘Choice channels’ deepen client engagement: SuiteBox 19 April 2017 1021
Banking royal commission almost inevitable, says FOFA father 18 April 2017 1217
ClearView blasts FSC draft standard for APLs 13 April 2017 4725
US robos move to ‘hybrid’ automated advice models 13 April 2017 1330
Group insurance plans may breach super cap: Rice Warner 13 April 2017 961
Shelf space fees estimated to be millions 07 April 2017 3547
LIF will only affect non-aligned sector, riskie says 07 April 2017 2750
Life reforms will only hit IFA sector, firms say 06 April 2017 930
Advice industry members support open APLs 05 April 2017 1088
Teaching for the next generation 05 April 2017 2292
Riskie proposes alternative commission model 05 April 2017 3641
AMP level premium hikes ‘appalling’, says adviser 31 March 2017 8159
FSC stresses importance of group insurance 31 March 2017 2222
FSC updates genetic testing standards 31 March 2017 2445
Most risk advisers support open APLs 29 March 2017 2092
InsurTech firm says co-operation in best interest 29 March 2017 863
Co-operation ‘the smart strategy’, says InsurTech firm 28 March 2017 2343
Bombora firm engages in joint venture 24 March 2017 2155
CommInsure customers not interviewed in ASIC probe 23 March 2017 985
Remove claims handling exemptions, says ASIC 23 March 2017 1097
PwC predicts ‘increased churn’ for life industry 17 March 2017 788
Life industry could shift to ‘increased churn’: PwC 16 March 2017 3600
Institutions coming around to innovation: adviser 13 March 2017 853
Australia overdue for insurance innovation 10 March 2017 1593
Over 70% of premiums are external: ClearView 09 March 2017 1196
Study finds gender gap on insurance knowledge 08 March 2017 896
Consultant flags passive client loss risk 08 March 2017 947
White paper warns of post-LIF exodus 06 March 2017 1071
Centrepoint initiative responds to claims disputes 03 March 2017 892
MLC rejects mental health exclusion allegations 03 March 2017 2547
Embracing InsurTech 03 March 2017 3225
Law firm accusations have no basis: CBA 03 March 2017 870
CBA addresses Maurice Blackburn claims 02 March 2017 1092
Adviser warns of insurer clawback loophole 02 March 2017 1505
CommInsure review ‘offensive to victims’, says senator 01 March 2017 1476
ASIC denies adviser banning KPIs 01 March 2017 1582
ASIC bannings not always fair, lawyer says 01 March 2017 1349
CommInsure claims review finds no ‘systemic issues’ 28 February 2017 984
Financial planners nailed again 28 February 2017 1021
Adviser survey aims for pricing model insights 27 February 2017 1011
ACCC decides commissions cap has ‘no public benefit’ 24 February 2017 931
Shelf space fees on APLs ‘a straight bribe’: ClearView 24 February 2017 1309
APL shelf space fees ‘a straight bribe’, PJC told 24 February 2017 1691
Survey more complex than figures suggest: Roy Morgan 23 February 2017 920
Trowbridge blasts Bombora accusations 23 February 2017 1750
Insurers putting profit over consumers, PJC told 23 February 2017 1064
Insurers to blame for industry woes, PJC told 23 February 2017 1385
Lawyer: advisers ‘key to survival of life industry’ 20 February 2017 860
Life insurers ranked in new survey 20 February 2017 1838
LIF ‘really needed to occur’, says adviser 17 February 2017 983
Churning measures absent in non-advised space, says CEO 16 February 2017 931
AFA considers naming and shaming of advisers 16 February 2017 1123
Suncorp to further optimise life business 10 February 2017 1177
Major losses for AMP’s wealth protection arm 10 February 2017 1083
Clients want insurance channel integration, says white paper 10 February 2017 1014
Adviser banned following FPA condemnation 10 February 2017 1525
AFA, Labor say LIF bill not the end 09 February 2017 1758
LIF passes Senate unopposed 09 February 2017 2419
Fewer complaints from advised life claims: ANZ 08 February 2017 963
ASIC sees evidence of in-house product bias 07 February 2017 1873
Specialising in expats 03 February 2017 2770
Fintech firm reveals how it tackles underinsurance 02 February 2017 1053
Survey to reveal post-LIF pricing models 01 February 2017 845
Advisers make 11th-hour attempt to stall LIF 31 January 2017 975
Advisers make last-ditch attempt to stop LIF 30 January 2017 1131
Slow InsurTech adoption due to high regulation: TAL 25 January 2017 1213
Super system fails to account for risk, says Milliman 23 January 2017 828
Insurers missing InsurTech opportunity, says pioneer 19 January 2017 1486
Lawyer points to loopholes in current LIF 13 January 2017 1036
Current LIF still has loopholes, says lawyer 13 January 2017 1176
TPD instalments part of group insurance transition: Rice Warner 13 January 2017 1629
Super funds moving towards TPD instalments: Rice Warner 12 January 2017 1506
Senior life underwriters in high demand: Hays 11 January 2017 885
Consumers confident about buying life insurance without adviser 11 January 2017 1150
Consumers ‘unwilling to pay’ for risk advice: NobleOak 10 January 2017 2284
Adviser demand rising in active sector: Hays 09 January 2017 901
Westpac says no wrongdoing behind claim denials 09 January 2017 1182
CFB moves to licence controlled by global insurer 06 January 2017 1024
No TPD claim ‘incorrectly denied’, says Westpac 06 January 2017 1139
FSC code has ‘substantial’ medical definition carve out: FOS 05 January 2017 1199
CFB leaves Aon Hewitt after acquisition 05 January 2017 1684
FPA says failed adviser exemption proposal not due to ‘one specific individual’ 05 January 2017 1612
AFSL compliance tools must include client voice 03 January 2017 1943
AIA calls for claims register for those without an adviser 22 December 2016 1234
Research finds top advice innovation tools 22 December 2016 880
AIA recommends centralised claims register 19 December 2016 1219
No concerns raised by members on life insurance reform, says FPA 16 December 2016 2586
US insurer suspends life policies until end of sales investigation 16 December 2016 831
Nanotech to pose challenges for insurers 16 December 2016 927
Advice innovation focus driven by LIF 16 December 2016 924
Insurance in super ‘far from sufficient’: Rice Warner 15 December 2016 985
Adviser study ranks insurer performance 15 December 2016 1131
Transparency must remove claims data distortion, BT says 12 December 2016 893
ClearView advocates ‘opt-in’ group insurance model 09 December 2016 1085
Industry split on ‘opt out’ group insurance 09 December 2016 1641
ClearView reinforces ASIC intervention on APLs 08 December 2016 1106
How not to get sued in 2017. Advice for the AFSL and the adviser 06 December 2016 1535
Extend FOFA best interests duty to all instos, says union 05 December 2016 924
Embrace bionic advice future, adviser suggests 05 December 2016 869
Moving to new pricing models 01 December 2016 3231
Insurance should have equal tax treatment: ASFA 30 November 2016 1240
Omnium forms risk software integration with licensee 25 November 2016 925
Omnium partners with non-aligned licensee 25 November 2016 1155
Clients must be informed of adviser misconduct, committee says 24 November 2016 844
Ex-Suncorp risk adviser shares non-aligned story 24 November 2016 906
Former Suncorp adviser shares non-aligned story 22 November 2016 848
Australia should follow UK ‘independent’ advice model, says senator 16 November 2016 1371
Consumers confused about super life insurance, says O'Dwyer 14 November 2016 1304
O'Dwyer says ‘a lot of confusion’ around life insurance in super 11 November 2016 1286
Former ASFA chair advocates balance on insurance in super 10 November 2016 1071
Expanding clawback exemptions ensures adviser trust: AFA 04 November 2016 1381
$10 million in life money claimed in 2015-16 04 November 2016 870
SuiteBox talks ‘practical’ adviser fintech 04 November 2016 1109
Synchron advice firm makes Adelaide appointment 02 November 2016 1409
All in the family 01 November 2016 2740
Direct life insurance no match for advised, says new AFA president 31 October 2016 1353
Claims transparency has ‘dire ramifications’, consultant says 28 October 2016 1196
ASIC report refutes basis of LIF: LICG 27 October 2016 1226
Omnium announces upgrades to risk solution 27 October 2016 1097
Advisers blast NobleOak CEO comments 27 October 2016 2706
Advisers hit back at NobleOak comments 26 October 2016 5569
Advisers ‘not good value for money’, insurer says 25 October 2016 3638
Consultant warns advisers of succession planning disaster 24 October 2016 1125
Direct distribution based on customer choice, says MLC 20 October 2016 1319
'Direct life insurance is about customer choice', MLC says 20 October 2016 1581
Removal of direct carve-out gets AFA approval 20 October 2016 903
AFA pleased with removal of direct carve-out 19 October 2016 913
Claims data transparency comes with risks: MinterEllison 13 October 2016 1158
FSC welcomes introduction of LIF bill 13 October 2016 1242
Expert says advisers to benefit from insurer public disclosure 13 October 2016 890
Advisers to benefit from insurer public disclosure, consultant says 13 October 2016 1119
FSC life insurance code receives insurer thumbs up 11 October 2016 1245
Bridging the divide with accountants 04 October 2016 2769
Advisers can adjust to LIF challenges, consultant says 22 September 2016 943
Bankwest to close advice division 22 September 2016 2530
Risk advisers can take control around LIF, says consultant 20 September 2016 781
Veteran adviser dismisses calls for LIF unity 16 September 2016 1012
Insurtech could address underinsurance problem: KPMG 16 September 2016 1358
Open communication critical for advisers at claims time 16 September 2016 837
Direct contact between client and insurer critical, says BT 16 September 2016 901
NAB makes face-to-face advice commitment 13 September 2016 921
Adviser survey rates best life insurer 09 September 2016 1170
Canstar reveals Aussie life insurance trends 09 September 2016 1023
Millennials shut out of advice, survey says 05 September 2016 1025
Survey finds Millennials are shut out of advice 02 September 2016 1489
FSC reaffirms commitment to code of practice 01 September 2016 1261
Striving for excellence in advice 01 September 2016 2971
Accounting gap an opportunity for advisers, says consultant 31 August 2016 1014
ASIC sets out ‘best interests’ expectations 31 August 2016 1104
State TPD case to have national implications 29 August 2016 1081
Dunsford responds to EGM rejection claims 29 August 2016 1084
Manage longevity risk by accessing capital market, academic says 29 August 2016 998
State TPD decision to have national effects, lawyer says 25 August 2016 1156
Dunsford hits back at EGM rejection 25 August 2016 1370
AFA finds requests for EGM invalid 24 August 2016 1265
AFA says EGM request invalid 24 August 2016 1568
'Outrageous' LIF attacks must stop, says dealer group 24 August 2016 1464
Centrepoint Alliance profits down 28 per cent 23 August 2016 846
AFA to verify EGM request 23 August 2016 870
AFA EGM threshold reached 22 August 2016 1199
AFA threshold reached for EGM 22 August 2016 1516
AIA revamps adviser tool hub 19 August 2016 857
AIA upgrades tool hub for advisers 19 August 2016 1113
AFA CEO shores up LIF support 19 August 2016 1039
AFA lobbies members for support on LIF 18 August 2016 1197
Outsourcing by UK's IFAs set to rise 15 August 2016 953
Implement health programs 01 August 2016 2472
The road to Main Street 01 August 2016 2793
AFSL system is 'untrustworthy', says veteran adviser 27 July 2016 1028
TAL branding initiative to raise industry visibility 25 July 2016 973
Veteran adviser says AFSL system ‘untrustworthy’ 25 July 2016 1049
Former Guardian adviser gets own AFSL 25 July 2016 1363
Estate planning ‘easily overlooked’, adviser suggests 25 July 2016 1003
AIOFP ‘urges’ government to notice NZ commissions review 22 July 2016 1019
AFA says LIF debate ‘based on ideology’ 22 July 2016 1124
Senator wants to reinstate financial advice inquiry 22 July 2016 1146
Former CBA dealer group manager starts own practice 22 July 2016 1438
LICG asks government to reconsider LIF 20 July 2016 1217
‘Let go of identity' to adapt, says AFA 19 July 2016 802
Senator aims to set up life insurance inquiry 18 July 2016 1182
Investors have ‘inflated view’ of finances, research finds 14 July 2016 890
Zurich to bring in two Macquarie managers 12 July 2016 1049
Blockchain a ‘strategic interest for insurers’ 11 July 2016 980
Trowbridge says advisers ‘in the way’, suggests LICG 11 July 2016 1144
China a ‘priority’ market: AIA 04 July 2016 985
FSC ‘churn’ concern a diversion, lobby group says 04 July 2016 1102
Adapting to change 01 July 2016 2619
Banking royal commission lacks adviser support 01 July 2016 1867
FSC only concerned about ‘churn’, LICG claims 01 July 2016 1626
LIF likely under review if Labor wins election 01 July 2016 1488
Global SMAs reduce admin burden and costs: Hub24 30 June 2016 1137
ASIC cancels Qld firm's AFSL after liquidation 28 June 2016 1700
Underinsurance problem a growth opportunity, AFA says 28 June 2016 1378
Integrate income protection into client offering: Omniwealth 28 June 2016 1377
LIF being rushed to avoid ACCC scrutiny: LICG 27 June 2016 1511
Improve appointed actuary role, APRA says 27 June 2016 1015
Underinsurance ‘a massive problem’ in Australia: AFA 27 June 2016 2292
Financial services employment climbs in second quarter 27 June 2016 982
Savings outside super ‘inevitable’, says Austock 27 June 2016 1220
AFA concerned about carve-out loophole in LIF 24 June 2016 1885
FSC rushing through LIF to avoid scrutiny: LICG 23 June 2016 2043
Insurers must transform amidst disruption, KPMG says 20 June 2016 994
FPA board member runs for Senate 20 June 2016 981
Aussie firms worried about managing expenses: Opinion Matters 20 June 2016 964
Vitality program not ‘an add-on’: Advocate Private Wealth 17 June 2016 2276
Insurers need to ‘reinvent themselves’: KPMG 17 June 2016 1148
Expenses management a major concern, research suggests 16 June 2016 1058
Award-winning adviser sells practice, rejoins risk firm 14 June 2016 832
Study finds high client satisfaction with life insurers 13 June 2016 1068
Swiss Re report reveals top future insurance risks 13 June 2016 1078
More Aussies buying life insurance online: Canstar 13 June 2016 1191
Business development ‘difficult under LIF’: Aaron Zelman 10 June 2016 1527
AstuteWheel tool to cut planning time to under an hour 10 June 2016 986
Life insurance client experience better than assumed 10 June 2016 1086
Risk specialist rejoins Priority Life 08 June 2016 3428
‘Human-centred’ technologies offer great potential: Swiss Re 06 June 2016 1140
BT Life awarded highest claim rating: The Risk Store 03 June 2016 1552
The whole kit and caboodle 02 June 2016 3767
Nowak participates in cancer fundraiser 30 May 2016 1019
MDRT a great opportunity for young advisers, says Nowak 24 May 2016 928
ANZ to release Grow Wrap platform service 24 May 2016 1715
MDRT lifts thinking and grows expertise, says Nowak 23 May 2016 1012
ANZ announces 10% discount on combined death/TPD insurance 23 May 2016 1167
FPA backs transfer balance cap exemptions 20 May 2016 947
Regaining trust still ‘a long way’ off: AFA 20 May 2016 970
Life insurers must apply ‘design thinking’: McKinsey 20 May 2016 1718
Robo-advice may put local planners under pressure: Morningstar 20 May 2016 1503
FSC to research FOFA effectiveness 18 May 2016 1141
Software partnership addresses opt-in issue 17 May 2016 1140
JP Morgan AM encourages ‘dynamic’ portfolio allocation 16 May 2016 767
Dover tool to cut SOA preparation time 16 May 2016 1236
Dover develops tool in response to LIF changes 16 May 2016 1184
Claimant payouts on the rise 13 May 2016 1229
Life industry claims rises for 10th year in a row 12 May 2016 1400
Gender divergence in adviser satisfaction 11 May 2016 922
Tread around budget changes before election, says AFA 10 May 2016 824
Cognitive decline a catalyst for financial fraud, study finds 09 May 2016 1109
Atlas expands to Singapore, appoints adviser 06 May 2016 1552
Consultancy group rejects Westpac advice comments 06 May 2016 1324
Investors considering alternative investments, says IOOF 06 May 2016 973
Budget will negatively impact clients, survey reveals 05 May 2016 962
Budget gives green light to DLAs, says Challenger 05 May 2016 821
NAB reveals partnership, expands education offering 03 May 2016 1025
Consider altering insurance policy design: SuperRatings 02 May 2016 1020
Managed accounts technology a ‘revolution’, says Stanford Brown 02 May 2016 964
Advisers could be entering ‘golden age’, says Neilson 29 April 2016 1138
Centrepoint's managed account service gets early support 27 April 2016 1004
Underinsurance in super funds a problem: Rice Warner 22 April 2016 1359
More work to be done on underinsurance: Rice Warner 22 April 2016 1083
Synchron to partner with software provider 20 April 2016 808
OneVue launches global capability for SMA service 20 April 2016 974
Inadequate knowledge a barrier to annuity take-up 19 April 2016 1011
Zurich upgrades Adviser Flipchart app 18 April 2016 1713
CommInsure reveals independent panel members 18 April 2016 1504
Zurich upgrades life insurance app 15 April 2016 998
FPA charity opens grants application process 15 April 2016 784
Aim for goals-based advice, IOOF says 14 April 2016 1073
2015 Most Trusted Adviser Award winners named 14 April 2016 1334
Class reveals new integration 13 April 2016 856
Midwinter develops solution for limited AFSL holders 12 April 2016 1564
Unclaimed life insurance money totals $65 million 11 April 2016 1756
Opinion divided on call for royal commission 11 April 2016 1118
Overall complaints fell in second half of 2015, says UK regulator 11 April 2016 1315
NAB restructure to link HNW clients to advice 08 April 2016 1229
Four new members join Lonsec Retire 08 April 2016 868
ETF usage among financial planners increasing 06 April 2016 1211
Lazard lowers funds’ minimum investment 06 April 2016 956
Australian FX trading market ‘poised for growth' 06 April 2016 1130
Accountants should be cautious when selecting AFSL, broker says 05 April 2016 926
Insurance employment falls in first quarter 04 April 2016 1389
BT Panorama continues to expand SMSF offering 01 April 2016 899
Macquarie Zurich life deal legal advisers named 01 April 2016 1518
FPA urges promotion of CFP credentials 01 April 2016 938
BondAdviser fixed income portfolio added to Hub24 31 March 2016 1003
Digital disruption to hit accountants hard, GPS Wealth says 31 March 2016 1466
Consultancy group backs Trowbridge comments 30 March 2016 1071
Investor interest in managed funds growing 30 March 2016 1187
Padua launches advice request system 30 March 2016 1328
Insurance employment falls as accounting climbs 30 March 2016 852

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