Author

Title Created Date Hits
Netwealth ‘overvalued’ amid falling growth: Analysis 12 July 2019 332
BetaShares releases government bond ETF 12 July 2019 187
SMSFs with unmet advice needs growing 12 July 2019 176
Netwealth FUA up 10.8% in June quarter 11 July 2019 236
Freedom Insurance to close with $33.4m loss 11 July 2019 344
Super members reveal major advice gap 11 July 2019 286
AFA appoints general partnerships manager 11 July 2019 313
NAB fund whacked with class action over advice fees 11 July 2019 542
Former adviser given 10-year prison sentence 10 July 2019 601
Total risk market remains steady in March 10 July 2019 230
FPA pushes for FASEA deadline extensions 10 July 2019 572
Kaplan launches FASEA exam workshop 09 July 2019 467
AstuteWheel adds regtech capability for advisers 09 July 2019 196
Extra requirements needed for AFSL approval 09 July 2019 320
Class executive hires to drive move into advice 08 July 2019 306
$300m in fees saved through ETFs, research finds 08 July 2019 211
Midwinter announces new marketing head 08 July 2019 387
Banning life commissions not in public interest, says CEO 05 July 2019 544
Twelve Wealth merges with Minchin Moore 05 July 2019 363
The case for life insurance commissions 05 July 2019 543
ASIC cancels AFSL of non-aligned dealer group 05 July 2019 638
Advisers encouraged to fund Hayne commission fixes 04 July 2019 392
ASIC recommendations to hit licence approvals 04 July 2019 641
Advice network launches World Financial Planning Day 04 July 2019 268
Last chance to attend Masterfunds Conference 03 July 2019 176
HUB24 rejects client concerns following rate cut 03 July 2019 431
Tasmanian super fund begins MetLife partnership 03 July 2019 286
Better client outcomes through advised insurance: APRA 03 July 2019 473
Documents reveal Count Financial woes under CBA 02 July 2019 615
Aussie advice firm expands to Dubai 02 July 2019 313
FinClear enters partnership with advice group 02 July 2019 206
FASEA code reveals retirement planning ‘threat’ 01 July 2019 410
Retail FUM up 5.7% in March quarter 01 July 2019 255
Xplore releases new wrap platform 01 July 2019 297
Adviser permanently banned for vote rigging 01 July 2019 464
Suncorp hit with class action over advice fees 01 July 2019 369
Practice M&A activity surges post-Hayne: Consultant 28 June 2019 262
Fewer platforms being used in advice firms 28 June 2019 269
Help wanted – Advice needed 28 June 2019 563
Griffith University silent over FASEA conflicts 28 June 2019 698
Spectrum advisers to find new AFSL from July 27 June 2019 536
Adviser given five-year ban following AFSL cancellation 27 June 2019 571
AFA coursework given FASEA approval 27 June 2019 368
New ASIC guidance provided on industry levies 26 June 2019 247
FPA names winner of Gwen Fletcher Award 26 June 2019 203
FSC removes genetic test barrier to life cover 26 June 2019 303
Westpac adviser permanently banned by ASIC 26 June 2019 685
Advice cost burden tougher on small AFSLs 25 June 2019 474
OnePath revamps legacy trauma definitions 25 June 2019 282
MetLife, AFA launch initiative for women advisers 25 June 2019 264
IOOF announces new CEO 25 June 2019 549
ASIC updates fee disclosure requirements 24 June 2019 366
Scoping and scaling advice 21 June 2019 502
Most advisers expect role to be transformed: report 20 June 2019 264
AFA names keynote speakers for 2019 conference 20 June 2019 256
ASIC ban of AFSL holder reduced by tribunal 20 June 2019 170
Client onboarding a major advice ‘friction’ area 20 June 2019 359
SuperConcepts aims to innovate advice discussion 19 June 2019 311
MetLife Australia boosts leadership team 19 June 2019 419
Lifespan hires national practice manager 19 June 2019 483
Westpac names head of new business division 19 June 2019 383
‘Safe harbour’ loopholes flagged in conflicted advice 18 June 2019 442
AFCA given all clear to investigate legacy complaints 18 June 2019 412
Victorian adviser cops permanent ban 18 June 2019 646
Licensees warned of share sale fraud risks 17 June 2019 212
Fiducian acquires advice group from bank 17 June 2019 468
5 credit repair secrets advisers need to know 14 June 2019 548
ANZ falls in line with enforceable undertaking 14 June 2019 325
AFA, FPA form task force ahead of LIF review 14 June 2019 436
FASEA reveals course and diploma approvals 14 June 2019 457
State Street ETF portfolios available on platform 13 June 2019 400
Financial coaching a potential ‘saving grace’ for advice 13 June 2019 396
Industry unites on model portfolio data standards 13 June 2019 429
CountPlus to acquire major advice group 13 June 2019 769
ANZ tells members of ‘benefits’ to grandfathering ban 12 June 2019 569
Advisers to face court over conflicted remuneration 12 June 2019 1089
AMP delays CFO transition until end of life sale 12 June 2019 399
DomaCom launches first equity release for advisers 11 June 2019 215
BetaShares ETF portfolios available through SMAs 11 June 2019 263
Commonwealth FP completes enforceable undertaking 11 June 2019 446
Hayne will lead to struggle for next-gen advisers 07 June 2019 473
Ardea active ETF added to adviser platform 07 June 2019 247
Group insurance risk for clients ahead of deadline 06 June 2019 320
Rice Warner pushes for super guarantee increase 06 June 2019 216
Industry reform taking mental toll on advisers 06 June 2019 641
Adviser Ratings launches transparency campaign 06 June 2019 322
A lack of clarity still plagues financial advice 05 June 2019 338
Former Westpac adviser slapped with permanent ban 05 June 2019 631
Cashwerkz open to advisers through platform 05 June 2019 255
Former FASEA head joins Deakin ahead of adviser exam 04 June 2019 642
ClearView pushes case for life commissions 04 June 2019 284
Class action sought against Suncorp over advice fees 04 June 2019 391
Netwealth renews financial literacy sponsorship 03 June 2019 204
FPA provides mental health support for advisers 03 June 2019 383
SOAs need to be more client-friendly, say consultants 03 June 2019 492
Zurich completes ANZ life business acquisition 03 June 2019 840
Spectrum Wealth shuts down AFSL 31 May 2019 853
IRESS makes $62m acquisition 31 May 2019 535
AMP to ‘vigorously defend’ against class action 30 May 2019 277
Philo announces MDA collaboration with advice firm 30 May 2019 438
Risk advice potential lies with accountants: Consultant 29 May 2019 269
Financial planning course gets ‘world first’ accreditation 29 May 2019 579
Licensees struggling to afford PI insurance 28 May 2019 302
Cash flow analysis critical to future of advice 28 May 2019 442
New Treasury team receives FPA thumbs up 27 May 2019 345
In-house advisers sought by accountants on SMSFs 27 May 2019 292
A practical application of goals-based advice 27 May 2019 686
AIOFP ‘appalled’ by ANZ shut down of adviser revenue 27 May 2019 582
Government reveals new financial services minister 27 May 2019 542
More advisers embracing advicetech: Report 23 May 2019 333
FASEA open to accepting foreign qualifications 23 May 2019 315
AFCA looking to beef up leadership team 23 May 2019 378
Providing ongoing service 21 May 2019 939
Quality advisers migrating to ‘non-aligned’ firms 21 May 2019 441
Advice firms must rise to ‘fairness challenge’: ASIC 21 May 2019 254
Kaplan engages former FASEA head on bridging courses 21 May 2019 463
New premium risk sales up 2.3% in 2018 20 May 2019 250
You owe yourself a second opinion 20 May 2019 316
BetaShares launches India ETF to market 20 May 2019 577
Advice firms on notice with new complaints handling standards 17 May 2019 299
ANZ makes changes to advice model 17 May 2019 777
Being a profession is different to being professional 17 May 2019 826
YBR announces offloading of advice business 17 May 2019 644
FASEA exam registrations open to advisers 16 May 2019 818
Advisers still the ‘ultimate advice solution’: CFS 16 May 2019 407
ASIC reveals motivation behind enforcement strategy 16 May 2019 414
FASEA confirms accreditation delays 16 May 2019 635
Deadline warning for AFSLs seeking to cut industry levy 15 May 2019 202
Risk advisers positioned to break life insurance taboo 14 May 2019 421
FPA charity seeks adviser input to grants 14 May 2019 213
Queensland super fund begins new partnership with TAL 14 May 2019 770
Valuation gap widening between advice firms 14 May 2019 420
AFSLs cancelled following dual authorisation review 14 May 2019 402
Midwinter makes strategic acquisition 14 May 2019 638
Janus Henderson hires global distribution head 10 May 2019 453
FPA attempts to help couples stay together 10 May 2019 338
How to stop wasting time 10 May 2019 574
AMP shakes up leadership of SMSF business 10 May 2019 513
SG Hiscock appoints head of distribution 08 May 2019 548
ANZ OnePath makes upgrade to adviser portal 08 May 2019 753
Election a contrast in two policy areas for advisers 08 May 2019 235
Consultant responds to adviser unease with initiative 07 May 2019 294
Former NAB adviser charged by court 18 April 2019 751
Non-aligned advice a big driver in Challenger results 17 April 2019 328
Adelaide adviser slapped with five-year ban 17 April 2019 892
Integrity releases 1st product update 17 April 2019 306
Internal ASIC emails shed new light on Dover closure 17 April 2019 1239
Integrated approach to aged care advice needed 16 April 2019 438
Super funds heading for ‘disappointing’ year 16 April 2019 348
Risk inflows up 1.9% through 2018 15 April 2019 304
Licensees confused by ASIC approval of responsible managers 12 April 2019 400
Integrity Life boosts senior team with new hires 12 April 2019 881
Getting finance ready 12 April 2019 732
Super industry limiting adviser ability on ESG investing 11 April 2019 403
Netwealth FUA up 10.9% in March quarter 11 April 2019 410
Subtleties of vertical integration ‘significant’: Centrepoint CEO 11 April 2019 501
YTML takes on AFSL, hires distribution head 10 April 2019 716
Final report on CBA advice compliance released 10 April 2019 708
FPA announces new chair of tribunal body 10 April 2019 585
Risk advice to have ‘significantly reduced’ by 2030 09 April 2019 497
AI driving future of financial data, survey finds 09 April 2019 327
Two appointments made to FASEA board 09 April 2019 1862
New course to train advisers on grief support 09 April 2019 311
Data issues ignored during Hayne commission: IRESS 08 April 2019 653
Adviser exodus recovery unlikely by 2030: Whitepaper 08 April 2019 598
Managed Accounts adds to executive team 08 April 2019 384
The importance of mindset 05 April 2019 655
IOOF brings on new advice governance head 05 April 2019 666
ASIC given intervention powers on poor financial products 04 April 2019 644
AMP Financial Planning hit with ASIC conditions 04 April 2019 987
Fees for no service unfairly placed on advisers: CEO 04 April 2019 655
ASIC puts new conditions on advice network 04 April 2019 943
Advice fintech firm partners with XPLAN 03 April 2019 788
Remove ‘advice’ label from general advice, says FPA 03 April 2019 718
Industry unity needed on risk commissions, says insurer 03 April 2019 375
Adviser education on managed accounts lacking: Survey 02 April 2019 453
Cost of living the largest consumer concern: Licensee 01 April 2019 356
ASIC estimates adviser levies for 2018-19 29 March 2019 686
Leadership after the Hayne commission 29 March 2019 553
Hybrid cloud best compliance model post-Hayne 29 March 2019 273
Life insurers under microscope with ASIC, APRA data 29 March 2019 489
Government to ban grandfathered commissions 28 March 2019 1589
Consumers confused by financial advice: ASIC 28 March 2019 1266
NAB calls ASIC ‘a model litigant’ in fees-for-no-service case 27 March 2019 716
Young advisers hit hard with grandfathering ban, argues AFA 27 March 2019 681
TAL head stands by LIF commission model 27 March 2019 526
‘Demand for advice is strong’, says MLC 26 March 2019 670
Platform outguns competition in FUM growth 26 March 2019 378
Only 5% of Millennials use robo-advice, survey finds 26 March 2019 554
Managed Accounts hires new CFO 26 March 2019 457
Banks win from grandfathering ban, says industry body 25 March 2019 486
Westpac unable to estimate fee for no service impact 25 March 2019 1098
Licence conditions on Morgans Financial removed 22 March 2019 545
ASIC confirms Endeavour, Linchpin wind up 22 March 2019 816
Cashwerkz partners with advice firm 22 March 2019 431
The future of life insurance commissions 22 March 2019 1587
AFSLs cancelled for not joining complaints body 22 March 2019 355
Life commissions ‘good for consumers’, says licensee 22 March 2019 507
Former CBA adviser permanently banned 21 March 2019 1052
Brexit has inflicted serious damage, says advice CEO 20 March 2019 389
Hayne devalued financial advice, says AFA 20 March 2019 699
Affordable life insurance with flexi-linking 20 March 2019 922
Viridian vows independence after Westpac exit 20 March 2019 1450
CBA could retain advice business: Morningstar 19 March 2019 724
Westpac announces exit from financial advice 19 March 2019 1985
ASIC given greater powers under new proposal 18 March 2019 525
FPA releases national roadshow details 18 March 2019 477
Linchpin Capital, IIOF fund to be shut down 18 March 2019 1417
FASEA releases final provider accreditation policy 18 March 2019 678
Adviser given 10-year prison sentence by NSW court 15 March 2019 1076
AFA names life insurance award winners 15 March 2019 962
Conflicted interest claims in MDAs fail to consider the full story 15 March 2019 964
NAB responds to Hayne recommendations 15 March 2019 796
Conflicts of interest go beyond vertical integration, says CEO 14 March 2019 655
Ex-IRESS manager to head non-aligned licensee 14 March 2019 571
Managed accounts FUM held firm amid volatility 14 March 2019 537
ASIC funding model payment deadline looms 13 March 2019 358
New details of FASEA exam revealed 12 March 2019 1710
Platforms keeping up with managed accounts demand 12 March 2019 487
Managed Accounts undergoes rebranding 12 March 2019 490
ASIC seizes documents in fees-for-no-service investigation 11 March 2019 524
Allan Gray fund added to IOOF platforms 11 March 2019 433
Advisers reveal biggest client concerns around super 11 March 2019 504
Gender super gap widening, figures show 08 March 2019 404
Vertical (dis)integration – are you conflicted? 08 March 2019 756
CBA promises disclosure of 'biased' advisers 08 March 2019 589
Major adviser-client disconnect on risk advice, research finds 07 March 2019 825
FPA education hub aims to curb FASEA ‘misinformation’ 07 March 2019 881
The blunt truth to investing in marijuana 06 March 2019 699
Advisers challenged by adoption of beta strategies 06 March 2019 415
ANZ announces group insurance innovation roadshow 06 March 2019 826
BT upgrades life quote and application software 06 March 2019 452
UK shift to independent model creating ‘advice gap’ 05 March 2019 1100
Tribunal vindicates ASIC decision to refuse limited AFSL 05 March 2019 402
Life insurance policy revenue up 12% 05 March 2019 493
Grandfathering ban is unconstitutional, argues AFA 04 March 2019 843
Advice software platform integrates with XPLAN 04 March 2019 1156
AAT upholds ASIC decision to refuse limited AFSL 04 March 2019 561
FPA disciplinary body suspends two members 01 March 2019 858
Advisers looking to gearing across client base 01 March 2019 426
The referral game unpacked 01 March 2019 756
ASIC reveals licensing stats for FY17-18 01 March 2019 430
FASEA consultation process ‘disheartening’: AFA 28 February 2019 687
Midwinter brings in new CEO 27 February 2019 1025
Majority ill-prepared for loss of 2nd income, report finds 27 February 2019 485
'Well-positioned' in post-Hayne world, says HUB24 26 February 2019 829
Majority of Aussies under financial stress 26 February 2019 745
Insight expands Australian team with new hire 26 February 2019 398
Active ETF take-up faster from non-aligned advisers 25 February 2019 630
Hayne gets it wrong on life commissions, says AFA 25 February 2019 753
AllianceBernstein grows Aus retail sales team 25 February 2019 557
Bringing a baby to a conference 22 February 2019 1011
AFA scorns Labor plan to end grandfathering 21 February 2019 880
CountPlus announces $2.6m profit, makes key acquisition 21 February 2019 696
Hayne risk recommendation ‘irresponsible’, says licensee 20 February 2019 589
PPS Mutual broadens adviser reach to Victoria 18 February 2019 490
CFS hamstrung advisers as they left for Dover 18 February 2019 1024
ASIC appeals Westpac best interests court decision 18 February 2019 745
FASEA mostly funded by the major banks 15 February 2019 885
Court restrains unlicensed firm from operating 15 February 2019 577
What you need to be asking your software providers 15 February 2019 740
ASIC used Dover whistleblowing to shut licensee down 15 February 2019 1233
McMaster strikes back 14 February 2019 1370
Minimal time spent on client engagement, survey finds 14 February 2019 533
Advice regtech aims to ease CPD burden under FASEA 14 February 2019 439
AMP adviser network declined 4.6% in 2018 14 February 2019 1172
Institutional remediation to top $2bn 13 February 2019 420
Advice software firm integrates with XPLAN 13 February 2019 998
Policy churning concerns are ‘unfounded’, survey finds 13 February 2019 447
New approach needed to income protection: Whitepaper 13 February 2019 434
ASIC admits no one was misled by Dover CPP 13 February 2019 1765
Praemium upgrades and rebrands platform 12 February 2019 1048
Cardena appoints new managing director 12 February 2019 459
Ban reduced by 8.5 years for two Macquarie advisers 11 February 2019 974
Grandfathered clients down 33% in sale value 11 February 2019 822
Deal breakers and deal changers in advice M&A 11 February 2019 722
FASEA locks in code of ethics standard 11 February 2019 1396
Sale of MLC Wealth ‘likely’ delayed to 2020 08 February 2019 1589
NAB CEO and chairman announce resignations 07 February 2019 738
Hayne final report will not ‘fix the rot’, says FSU 07 February 2019 510
FASEA reduces reading time in final exam standard 06 February 2019 974
AFA concedes grandfathered commission ban as ‘inevitable’ 06 February 2019 1015
Adviser disclosure bias gets licensee support 06 February 2019 618
Risk commissions cap should be zero, says Hayne 05 February 2019 1317
Calls for new oversight authority over ASIC and APRA 04 February 2019 938
Adviser bias disclosure leads Hayne recommendations 04 February 2019 1114
CBA licensee required to halt ongoing service fees 04 February 2019 1234
Keep risk separate from other forms of advice: licensee 01 February 2019 571
More compliance won’t solve advice woes: think tank 01 February 2019 655
Driving an ethical culture 01 February 2019 500
Most Aussies not prepared to pay fee-for-service 01 February 2019 993
Majority of advisers welcome best interests duty 30 January 2019 490
Post-RC change unlikely until after election, says AFA 30 January 2019 476
Adviser fees tipped to double post-FASEA 30 January 2019 1095
AMP life insurance sale still on track 29 January 2019 1473
Top-performing life insurers revealed 29 January 2019 457
Has ASIC been compromised by the institutions? 29 January 2019 778
How to prepare your financial planning practice for a stellar 2019 25 January 2019 684
Banned adviser may have been blindsided by CBA licensee 25 January 2019 1031
Swinburne launches FASEA-approved postgrad course 24 January 2019 738
Advisers undercharging clients for efforts, says CEO 23 January 2019 553
MLC Life Insurance ramps up customer focus with new role 23 January 2019 416
NEOS Life expands to WA with new hires 23 January 2019 705
Gender super gap lower but still at 34% 22 January 2019 757
FSC extends consultation deadline for life code 22 January 2019 375
MetLife reveals new CEO for Australia 22 January 2019 405
Advice issues stem from writing of SOAs, says Raftery 22 January 2019 632
Licence conditions placed on Sydney AFSL 21 January 2019 608
Is FASEA leading to an adviser exodus? 21 January 2019 1244
O’Dwyer steps down from politics 21 January 2019 547
Praemium FUA up 14%, reveals platform upgrade 17 January 2019 554
ASIC takes court action against former adviser 17 January 2019 928
NAB FP seeks resolution of false witness investigation 16 January 2019 575
High demand for advisers and paraplanners in 2019 16 January 2019 1105
Foreign adviser qualification standards finalised 16 January 2019 645
MLC Life Insurance brings tech expert to board 16 January 2019 354
ASIC imposes conditions on Sydney licensee 16 January 2019 606
FASEA locks in educational pathways policy 15 January 2019 1008
Productivity Commission notes flaws in group insurance 15 January 2019 420
Global firm to acquire Strategic Insight 15 January 2019 421
Industry fund makes advice market move with hires 15 January 2019 927
ANZ pushes on with wealth sale to IOOF 15 January 2019 1752
Advisers to embrace AI ahead of FASEA code 14 January 2019 661
ASIC suspends Sydney-based AFSL 14 January 2019 536
More investors taking on smart beta ETFs 14 January 2019 466
Smart refinancing strategies for your client’s advice 14 January 2019 536
6m Aussies ask friends or family for financial advice 11 January 2019 536
VanEck reduces fee on China ETF 11 January 2019 298
Growth in robo-advice a global trend 11 January 2019 316
AFA slams lack of response from FASEA 10 January 2019 606
Client-centric regulations tipped in 2019 outlook 09 January 2019 443
Total market inflows reach $16.5bn 09 January 2019 378
ASIC refusal of licence upheld by tribunal 09 January 2019 603
ASIC proposes changes to advice fee disclosures 09 January 2019 591
Sustainable development goals to feature in 2019 07 January 2019 410
FASEA code of ethics unclear, says AFA 07 January 2019 647
Trail commissions ‘forgotten’ by finance industry, says broker 07 January 2019 1701
Advice burdens and ‘minimal' client benefit noted under AFCA 04 January 2019 491
FUM rises $86.4bn over the last year 04 January 2019 345
Fintech space set to grow in 2019 04 January 2019 840
Federal Court delivers verdict on Westpac best interests case 03 January 2019 1289
Hayne commission impact stretching to New Zealand 02 January 2019 508
Life insurer anticipates $10m loss in 2H18 31 December 2018 474
$12.2bn yearly growth in retail managed funds 31 December 2018 397
How to know when a client relationship is over 28 December 2018 696
ifa’s most read stories of 2018 27 December 2018 497
FASEA locks in relevant degree standards 27 December 2018 2147
Neobanks to grab open banking opportunities 24 December 2018 730
Deliver authentic goals-based advice in 2019 24 December 2018 798
ASIC moves on AFSL holder for misleading publications 24 December 2018 948
Risk advice is not just important at claim time 24 December 2018 535
The underwriting choice 24 December 2018 747
FASEA finalises adviser CPD standard 24 December 2018 1197
Advice sector being split into two camps 21 December 2018 1961
AFA releases details of roadshow tour 21 December 2018 568
FASEA demands ‘L-plate’ logbook from advisers 20 December 2018 1100
Clients more open to advice on ESG investing 20 December 2018 487
FASEA finalises provisional adviser definition 20 December 2018 771
Netwealth forms wealth data partnership 19 December 2018 516
Advice bodies reach code monitoring agreement 18 December 2018 839
Hayne commission shaking up smaller risk firms 18 December 2018 672
Court lays charges against former Sydney adviser 18 December 2018 941
ASIC permanently bans Victorian adviser 18 December 2018 888
Election reflection - Why vote Liberal? 17 December 2018 1938
FASEA names provider for adviser exam 17 December 2018 2119
Former Liberal leader to join Crescent board 14 December 2018 679
ASIC clarifies RG 146 requirements for advisers 14 December 2018 1437
Moneysoft highlights super focus with website launch 14 December 2018 311
Industry body flags CPD burden under FASEA proposal 13 December 2018 624
Advisers embracing ESG investing, says survey 13 December 2018 524
AFA picks apart CPD policy from FASEA 12 December 2018 947
Insurers need to quicken claims: Synchron 12 December 2018 473
ASIC lengthens transition period for fee disclosures 11 December 2018 364
Better advice complaints resolution needed, says ASIC 10 December 2018 443
Most Aussies open to genetic testing in life insurance, says FSC 10 December 2018 415
Only 12% of advice practices have exit plans 07 December 2018 458
CIPRs need to account for future mortality rates, study finds 07 December 2018 384
Assessing Labor's negative gearing and CGT proposals 07 December 2018 1438
Freedom halts selling of life insurance 07 December 2018 436
New ASIC deputy chair announced 07 December 2018 841
Growth companies fund added to Macquarie Wrap 06 December 2018 487
ASIC makes unique AFSL decision on foreign adviser 06 December 2018 648
AFCA sees 47% rise in complaints 06 December 2018 661
FASEA disadvantages women and older advisers, says licensee 06 December 2018 888
ASIC reveals adviser levies for 2017-18 05 December 2018 1540
Fiducian adds Perth advice firm with $73m FUA 05 December 2018 633
Midwinter brings on super fund with advice arm 05 December 2018 699
Adviser ‘soft’ skills a crucial factor in client retention 05 December 2018 900
Advice partnership spurred on by aged care royal commission 04 December 2018 797
RBA makes final cash rate call for 2018 04 December 2018 400
ASIC cancels AFSL of Solar Financial Advisory 04 December 2018 1466
HUB24 adds adviser network to platform 03 December 2018 805
MLC transitions life insurance business with new hires 03 December 2018 1126
Raftery flags undue AMP influence on education standards 03 December 2018 885
Your client data – who has access? 29 November 2018 884
FPA appoints chair of philanthropic arm 29 November 2018 286
FPA releases adviser fintech buyers guide 29 November 2018 573
AMP backs advice model despite potential 17-year remediation 29 November 2018 931
Life entrant seeks underwriting advantage 28 November 2018 316
Final AFCA deadline warning for AFSL holders 28 November 2018 607
Simplified product disclosure a likely Hayne RC outcome 28 November 2018 490
AMP advisers didn’t know to provide service for fees 28 November 2018 1096
APRA reveals September life industry figures 27 November 2018 578
AIA moves further into mental health space 27 November 2018 610
Adviser guide to ethical investment released 27 November 2018 610
NAB CEO looks to FSC for answers over advice failures 27 November 2018 742
Get out into the park with your clients 26 November 2018 982
Value a more crucial factor in advice 26 November 2018 542
ASIC flags adviser register deadline 23 November 2018 890
Code of ethics a ‘game changer’, says FPA 23 November 2018 790
FASEA releases CPD legislative instrument 23 November 2018 720
FASEA announces ethics code legislative instrument 22 November 2018 900
‘Regulators not immune to public opinion’: Costello 22 November 2018 567
AFA reveals Consumer Choice Award winners 21 November 2018 565
MetLife brings boost to retail sales team 21 November 2018 476
CBA admits lax attitude with ASIC on advice woes 21 November 2018 540
‘Culture’ at the heart of CBA advice failings 20 November 2018 784
Netwealth reveals new licensee partnership 19 November 2018 910
Adviser relationships will never be the same again 19 November 2018 1024
ClearView launches dealer services offer 19 November 2018 1142
Trust in advice more important than ever 15 November 2018 492
We’ll lose advisers through FASEA but it’s necessary 15 November 2018 1222
FPA hands down $50,000 fine on Sam Henderson 14 November 2018 952
Adviser reviews critical to client retention 14 November 2018 485
Fintech should make advice ‘enjoyable’ 13 November 2018 841
Hayne commission driving adviser tech shift 13 November 2018 597
Zurich launches income protection study with Oxford 13 November 2018 391
Life insurance code ‘not for advisers’, says FSC 12 November 2018 623
Advice demand soaring despite reputation hit 12 November 2018 717
Finance sector rife with data breaches 09 November 2018 623
FASEA deadline leading to ‘perfect storm’ 08 November 2018 1083
NEOS Life appoints new trustee for super fund 08 November 2018 546
FinClear develops SMA offering for Aussie market 08 November 2018 1266
What can Enron teach us about conflicted advice? 08 November 2018 844
Up to 30 Beacon advisers in search of new licensee 06 November 2018 1502
AFCA deadline looms for AFSL holders 06 November 2018 503
Reserve Bank announces November cash rate 06 November 2018 597
TAL updates life insurance product range 06 November 2018 617
App to help advisers bridge generational client gap 05 November 2018 744
Insurer wellness program boosting client recovery 05 November 2018 720
Regulation alone won’t solve financial advice woes 05 November 2018 786
BT earnings crashed 40% in 2H18 05 November 2018 866
Government funding from ASIC up 33% 02 November 2018 504
Beacon acquisition collapses, IIOF fund in spotlight 02 November 2018 1611
NAB earnings hit by advice woes 01 November 2018 662
BT launches new hub for advisers 01 November 2018 553
Advisers critical to SME life insurance literacy 01 November 2018 440
Former Gold Coast adviser given prison sentence 31 October 2018 1294
FSC commits to genetic inclusion in life insurance 31 October 2018 904
CBA makes hires to lead wealth demerger 31 October 2018 1476
Mutual insurance model popular amid Hayne era 30 October 2018 631
FSC brings two directors to board 30 October 2018 570
Hayne commission ‘full of deliberate misstatements’: Dover 30 October 2018 1466
Angry complaints in advice deemed ineffective 29 October 2018 972
Non-aligned advice to thrive post royal commission 29 October 2018 793
Advice firms can still succeed post-FASEA: Mentor 26 October 2018 507
Enforceable undertakings deter misconduct: Study 25 October 2018 482
Advisers see benefit of sticking with us, says AMP 25 October 2018 881
ASIC cancels AFSL of Austplan by mutual agreement 25 October 2018 1427
YBR appoints new chief executive 25 October 2018 1295
ASIC grilled over treatment of major banks 25 October 2018 673
Big data tool relaunches into advice market 24 October 2018 480
Regulators release new life claim reporting standard 24 October 2018 694
Accountants compromised by FASEA standards 24 October 2018 1348
Robo-advice register aims to bridge client service gap 23 October 2018 712
NEOS Life assembles underwriting team 22 October 2018 798
ASIC reveals findings of CBA enforceable undertaking 22 October 2018 1172
Why ASIC is stopping ICOs 22 October 2018 1050
ARCO fund added to BT Panorama platform 22 October 2018 537
CBA announces appointment of CFO 19 October 2018 727
‘We’ve taken too long’ to fix advice problems: NAB 19 October 2018 661
Hire younger advisers to get younger clients, paper suggests 17 October 2018 561
BT enhances life insurance quoting software 17 October 2018 766
Major banks show biggest changes in risk 16 October 2018 409
Advisers should be early call in divorce cases 15 October 2018 607
War with Dover ‘destroyed me’, says ex-adviser 15 October 2018 1661
Macquarie adds Insight fund to platform 15 October 2018 504
ASIC takes action on compliance breaches 12 October 2018 1578
FPA board announces new chair 12 October 2018 700
New adviser capability added to IOOF offering 12 October 2018 583
AFA names new state directors 12 October 2018 762
Boutique NSW firm makes strategic acquisitions 10 October 2018 571
Retirement boils down to ‘magic number’: Adviser 10 October 2018 513
ASIC releases new instrument delaying reporting dates 10 October 2018 728
AI platform claims it can advise at 1/20th of cost 09 October 2018 1894
Spectrum Wealth adviser banned for three years 09 October 2018 2381
‘Advice collectives’ the future, paper suggests 09 October 2018 834
Steady, measured growth key to firm success 08 October 2018 796
ASIC gave ex-Dover adviser thumbs up while at AMP 08 October 2018 1364
ANZ sets over $300m aside to address advice failures 08 October 2018 842
Embracing financial wellness 05 October 2018 751
Dover benefited from bank exodus before demise 05 October 2018 894
Hayne commission silver lining for regional firms 04 October 2018 847
Wealth gap persists between men and women: report 04 October 2018 628
IOOF hires head of newly acquired ANZ firm 04 October 2018 718
Zurich revamps adviser portal with new platform 04 October 2018 878
CBA denies misconduct in breast cancer claim 03 October 2018 704
Court upholds appeal against former CBA adviser 03 October 2018 1081
Retain LIF arrangements, pleads AFA 03 October 2018 607
ASIC bannings highlight structural flaws of AFSLs 02 October 2018 706
Risk market inflows rose 1.8% over FY18 02 October 2018 512
Hayne commission reveals systemic issues in advice 02 October 2018 819
Regulator conduct questioned in Hayne interim report 28 September 2018 607
Global study highlights behavioural element of advice 28 September 2018 811
ASIC releases adviser guide to FASEA code 28 September 2018 1416
Westpac allocates $235m to address advice failure 27 September 2018 1143
McMaster demands Hayne apology over adviser treatment 27 September 2018 2103
Average clients excluded due to royal commission 27 September 2018 911
Affluence fund added to HUB24 platform 27 September 2018 541
Report finds ‘missing link’ in risk advice 26 September 2018 695
How to handle notifiable data breaches 26 September 2018 1030
Client mental health flagged as adviser blind spot 26 September 2018 581
Government pushes tougher misconduct penalties 26 September 2018 625
Don’t ignore grandfathered clients, says AFA 26 September 2018 873
Life code compliance body releases annual report 26 September 2018 1029
Royal commission branded as run to ‘political agenda’ 25 September 2018 931
Insight fund added to Netwealth platform 25 September 2018 448
Failed advice firm was ‘a proven success story’: Daly 24 September 2018 2059
New city added to FPA’s Women in Wealth program 24 September 2018 542
Government minister to address AFA conference 24 September 2018 766
Accountants continue battle for advice space 21 September 2018 1102
Extending credit advice to planners 21 September 2018 802
Aligned advisers in search of freedom 20 September 2018 1136
Government beefs up ASIC capabilities 19 September 2018 623
Labor super gender gap proposals meet FSC approval 19 September 2018 652
Two former Macquarie advisers given 10-year ban 18 September 2018 2119
Advisers granted statutory declaration rights 18 September 2018 1353
ASIC gives permanent ban to unlicensed adviser 17 September 2018 933
Midwinter integrates with SMSF software firm 17 September 2018 904
Advisers urged to meet ASIC funding model obligations 14 September 2018 985
FPA pushes CFP recognition in FASEA recommendations 14 September 2018 1836
Thank goodness for life insurance advisers 13 September 2018 1697
Index knowledge key to advising smart beta: Lonsec 13 September 2018 790
CBA misled FOS on life insurance claim: RC 12 September 2018 1817
Planner role to transform with managed accounts growth 11 September 2018 1058
Top firms seeking acquisition strategy, Macquarie finds 10 September 2018 1132
ASIC places grandfathered commissions on radar 07 September 2018 1221
AMP software subsidiary reveals new training course 06 September 2018 965
Five years until industry recovers, firm predicts 06 September 2018 1069
Changing abilities 09 August 2017 3246
AMP rejects suggestions it is delaying claims 13 July 2017 4237
AMP accused of delaying life insurance claims 13 July 2017 1947
Limited APLs breach Corporations Act, says Dover 12 July 2017 1299
APRA flags insurer expectations on reinsurance 07 July 2017 4532
ClearView calls advisers to action for open APLs 30 June 2017 4709
Super changes need to meet best interests duty: TAL 29 June 2017 1145
Broaden advice without ‘diluting’ risk, says AIA 22 June 2017 4776
Regulations almost stopped health brand, says AIA 21 June 2017 927
ASIC admits ‘different approach’ to SOA consultation 19 June 2017 1094
Industry fund insurance ‘a concern’, riskie says 16 June 2017 1310
SOA consultation ‘a different approach’, says ASIC 16 June 2017 1364
Advisers overwhelmed by software choice: YTML 16 June 2017 1577
FPA flags FOFA cost burden on risk advice 15 June 2017 1396
Too much software choice scaring advisers, says YTML 14 June 2017 1487
AIOFP awarded MDRT association status 13 June 2017 644
MDRT gives AIOFP professional recognition 09 June 2017 1260
Riskies broadening advice beyond insurance: poll 09 June 2017 1311
Funeral cover is ‘low-value life insurance’: academic 09 June 2017 1547
Industry claims exceed $9bn, research finds 09 June 2017 1947
AIA reveals licensees for insurance brand test run 08 June 2017 1643
All about behavioural finance 08 June 2017 4269
AIA names licensees to test new insurance brand 06 June 2017 1691
Industry scoffs at example life insurance SOA 02 June 2017 2179
Broaden draft APL standard, FPA says 02 June 2017 1314
Direct comparison websites inferior to advice: Rice Warner 02 June 2017 1549
Life industry needs to innovate, Zurich says 02 June 2017 1433
ASIC’s life insurer report card would be ‘disastrous’: consultant 31 May 2017 853
Take draft APL standard further, says FPA 29 May 2017 613
NAB rails against standard medical definitions 29 May 2017 904
Standard definitions ‘not the best approach’, says NAB 29 May 2017 1826
Advisers near unanimous on group remuneration disclosure 25 May 2017 1537
Bombora predicts collaborative future 24 May 2017 1433
Genetic testing may ‘become a threat’ to life insurance 19 May 2017 1814
Consultant flags high demand for client books 18 May 2017 1563
ANZ highlights need for adviser resilience 16 May 2017 1066
Adviser refutes declining community claims 15 May 2017 1302
Medicare levy increase a concern for riskies 15 May 2017 1741
Consultant warns advisers on SME client risk 11 May 2017 1592
Synchron announces latest growth figures 11 May 2017 1642
Government aims to reduce housing pressures 09 May 2017 838
Synchron reveals latest growth figures 09 May 2017 1651
Mind Matters 03 May 2017 2730
Avoid conflicted remuneration with ‘scorecard’, says consultant 03 May 2017 1712
TPB rejects adviser TASA interpretation 01 May 2017 1175
Most riskies believe opt-out in clients’ best interests 28 April 2017 1701
We made changes well before LIF, adviser says 28 April 2017 1858
Goals-based advice 'a fad', says adviser 27 April 2017 2368
Advisers overhaul businesses amid regulatory changes 24 April 2017 1034
Assess mental health claims on own merits, adviser says 21 April 2017 616
‘Don’t treat every mental health claim the same’, riskie says 21 April 2017 2133
AFA, FPA taken to task for TPB registration 20 April 2017 1380
Group arrangements may breach super cap: Rice Warner 20 April 2017 2005
RBA flags rising life industry challenges 20 April 2017 2645
‘Choice channels’ deepen client engagement: SuiteBox 19 April 2017 992
Banking royal commission almost inevitable, says FOFA father 18 April 2017 1188
ClearView blasts FSC draft standard for APLs 13 April 2017 4686
US robos move to ‘hybrid’ automated advice models 13 April 2017 1294
Group insurance plans may breach super cap: Rice Warner 13 April 2017 927
Shelf space fees estimated to be millions 07 April 2017 3508
LIF will only affect non-aligned sector, riskie says 07 April 2017 2714
Life reforms will only hit IFA sector, firms say 06 April 2017 904
Advice industry members support open APLs 05 April 2017 1058
Teaching for the next generation 05 April 2017 2264
Riskie proposes alternative commission model 05 April 2017 3605
AMP level premium hikes ‘appalling’, says adviser 31 March 2017 8014
FSC stresses importance of group insurance 31 March 2017 2185
FSC updates genetic testing standards 31 March 2017 2399
Most risk advisers support open APLs 29 March 2017 2060
InsurTech firm says co-operation in best interest 29 March 2017 829
Co-operation ‘the smart strategy’, says InsurTech firm 28 March 2017 2305
Bombora firm engages in joint venture 24 March 2017 2122
CommInsure customers not interviewed in ASIC probe 23 March 2017 955
Remove claims handling exemptions, says ASIC 23 March 2017 1056
PwC predicts ‘increased churn’ for life industry 17 March 2017 758
Life industry could shift to ‘increased churn’: PwC 16 March 2017 3563
Institutions coming around to innovation: adviser 13 March 2017 816
Australia overdue for insurance innovation 10 March 2017 1532
Over 70% of premiums are external: ClearView 09 March 2017 1156
Study finds gender gap on insurance knowledge 08 March 2017 864
Consultant flags passive client loss risk 08 March 2017 911
White paper warns of post-LIF exodus 06 March 2017 1038
Centrepoint initiative responds to claims disputes 03 March 2017 857
MLC rejects mental health exclusion allegations 03 March 2017 2447
Embracing InsurTech 03 March 2017 3179
Law firm accusations have no basis: CBA 03 March 2017 839
CBA addresses Maurice Blackburn claims 02 March 2017 1053
Adviser warns of insurer clawback loophole 02 March 2017 1472
CommInsure review ‘offensive to victims’, says senator 01 March 2017 1432
ASIC denies adviser banning KPIs 01 March 2017 1534
ASIC bannings not always fair, lawyer says 01 March 2017 1303
CommInsure claims review finds no ‘systemic issues’ 28 February 2017 950
Financial planners nailed again 28 February 2017 986
Adviser survey aims for pricing model insights 27 February 2017 980
ACCC decides commissions cap has ‘no public benefit’ 24 February 2017 892
Shelf space fees on APLs ‘a straight bribe’: ClearView 24 February 2017 1269
APL shelf space fees ‘a straight bribe’, PJC told 24 February 2017 1648
Survey more complex than figures suggest: Roy Morgan 23 February 2017 885
Trowbridge blasts Bombora accusations 23 February 2017 1695
Insurers putting profit over consumers, PJC told 23 February 2017 1034
Insurers to blame for industry woes, PJC told 23 February 2017 1355
Lawyer: advisers ‘key to survival of life industry’ 20 February 2017 830
Life insurers ranked in new survey 20 February 2017 1794
LIF ‘really needed to occur’, says adviser 17 February 2017 948
Churning measures absent in non-advised space, says CEO 16 February 2017 897
AFA considers naming and shaming of advisers 16 February 2017 1088
Suncorp to further optimise life business 10 February 2017 1124
Major losses for AMP’s wealth protection arm 10 February 2017 1052
Clients want insurance channel integration, says white paper 10 February 2017 973
Adviser banned following FPA condemnation 10 February 2017 1482
AFA, Labor say LIF bill not the end 09 February 2017 1719
LIF passes Senate unopposed 09 February 2017 2372
Fewer complaints from advised life claims: ANZ 08 February 2017 928
ASIC sees evidence of in-house product bias 07 February 2017 1836
Specialising in expats 03 February 2017 2705
Fintech firm reveals how it tackles underinsurance 02 February 2017 1020
Survey to reveal post-LIF pricing models 01 February 2017 810
Advisers make 11th-hour attempt to stall LIF 31 January 2017 942
Advisers make last-ditch attempt to stop LIF 30 January 2017 1099
Slow InsurTech adoption due to high regulation: TAL 25 January 2017 1173
Super system fails to account for risk, says Milliman 23 January 2017 801
Insurers missing InsurTech opportunity, says pioneer 19 January 2017 1449
Lawyer points to loopholes in current LIF 13 January 2017 998
Current LIF still has loopholes, says lawyer 13 January 2017 1144
TPD instalments part of group insurance transition: Rice Warner 13 January 2017 1570
Super funds moving towards TPD instalments: Rice Warner 12 January 2017 1475
Senior life underwriters in high demand: Hays 11 January 2017 853
Consumers confident about buying life insurance without adviser 11 January 2017 1113
Consumers ‘unwilling to pay’ for risk advice: NobleOak 10 January 2017 2215
Adviser demand rising in active sector: Hays 09 January 2017 871
Westpac says no wrongdoing behind claim denials 09 January 2017 1149
CFB moves to licence controlled by global insurer 06 January 2017 988
No TPD claim ‘incorrectly denied’, says Westpac 06 January 2017 1098
FSC code has ‘substantial’ medical definition carve out: FOS 05 January 2017 1170
CFB leaves Aon Hewitt after acquisition 05 January 2017 1631
FPA says failed adviser exemption proposal not due to ‘one specific individual’ 05 January 2017 1574
AFSL compliance tools must include client voice 03 January 2017 1897
AIA calls for claims register for those without an adviser 22 December 2016 1204
Research finds top advice innovation tools 22 December 2016 847
AIA recommends centralised claims register 19 December 2016 1183
No concerns raised by members on life insurance reform, says FPA 16 December 2016 2547
US insurer suspends life policies until end of sales investigation 16 December 2016 802
Nanotech to pose challenges for insurers 16 December 2016 898
Advice innovation focus driven by LIF 16 December 2016 890
Insurance in super ‘far from sufficient’: Rice Warner 15 December 2016 950
Adviser study ranks insurer performance 15 December 2016 1097
Transparency must remove claims data distortion, BT says 12 December 2016 858
ClearView advocates ‘opt-in’ group insurance model 09 December 2016 1050
Industry split on ‘opt out’ group insurance 09 December 2016 1605
ClearView reinforces ASIC intervention on APLs 08 December 2016 1077
How not to get sued in 2017. Advice for the AFSL and the adviser 06 December 2016 1481
Extend FOFA best interests duty to all instos, says union 05 December 2016 891
Embrace bionic advice future, adviser suggests 05 December 2016 843
Moving to new pricing models 01 December 2016 3196
Insurance should have equal tax treatment: ASFA 30 November 2016 1208
Omnium forms risk software integration with licensee 25 November 2016 891
Omnium partners with non-aligned licensee 25 November 2016 1119
Clients must be informed of adviser misconduct, committee says 24 November 2016 822
Ex-Suncorp risk adviser shares non-aligned story 24 November 2016 872
Former Suncorp adviser shares non-aligned story 22 November 2016 819
Australia should follow UK ‘independent’ advice model, says senator 16 November 2016 1338
Consumers confused about super life insurance, says O'Dwyer 14 November 2016 1266
O'Dwyer says ‘a lot of confusion’ around life insurance in super 11 November 2016 1253
Former ASFA chair advocates balance on insurance in super 10 November 2016 1034
Expanding clawback exemptions ensures adviser trust: AFA 04 November 2016 1344
$10 million in life money claimed in 2015-16 04 November 2016 835
SuiteBox talks ‘practical’ adviser fintech 04 November 2016 1078
Synchron advice firm makes Adelaide appointment 02 November 2016 1346
All in the family 01 November 2016 2689
Direct life insurance no match for advised, says new AFA president 31 October 2016 1310
Claims transparency has ‘dire ramifications’, consultant says 28 October 2016 1158
ASIC report refutes basis of LIF: LICG 27 October 2016 1182
Omnium announces upgrades to risk solution 27 October 2016 1057
Advisers blast NobleOak CEO comments 27 October 2016 2617
Advisers hit back at NobleOak comments 26 October 2016 5449
Advisers ‘not good value for money’, insurer says 25 October 2016 3561
Consultant warns advisers of succession planning disaster 24 October 2016 1089
Direct distribution based on customer choice, says MLC 20 October 2016 1271
'Direct life insurance is about customer choice', MLC says 20 October 2016 1541
Removal of direct carve-out gets AFA approval 20 October 2016 866
AFA pleased with removal of direct carve-out 19 October 2016 883
Claims data transparency comes with risks: MinterEllison 13 October 2016 1114
FSC welcomes introduction of LIF bill 13 October 2016 1205
Expert says advisers to benefit from insurer public disclosure 13 October 2016 862
Advisers to benefit from insurer public disclosure, consultant says 13 October 2016 1086
FSC life insurance code receives insurer thumbs up 11 October 2016 1223
Bridging the divide with accountants 04 October 2016 2724
Advisers can adjust to LIF challenges, consultant says 22 September 2016 910
Bankwest to close advice division 22 September 2016 2480
Risk advisers can take control around LIF, says consultant 20 September 2016 749
Veteran adviser dismisses calls for LIF unity 16 September 2016 978
Insurtech could address underinsurance problem: KPMG 16 September 2016 1323
Open communication critical for advisers at claims time 16 September 2016 806
Direct contact between client and insurer critical, says BT 16 September 2016 868
NAB makes face-to-face advice commitment 13 September 2016 888
Adviser survey rates best life insurer 09 September 2016 1136
Canstar reveals Aussie life insurance trends 09 September 2016 987
Millennials shut out of advice, survey says 05 September 2016 995
Survey finds Millennials are shut out of advice 02 September 2016 1448
FSC reaffirms commitment to code of practice 01 September 2016 1224
Striving for excellence in advice 01 September 2016 2933
Accounting gap an opportunity for advisers, says consultant 31 August 2016 978
ASIC sets out ‘best interests’ expectations 31 August 2016 1072
State TPD case to have national implications 29 August 2016 1046
Dunsford responds to EGM rejection claims 29 August 2016 1052
Manage longevity risk by accessing capital market, academic says 29 August 2016 961
State TPD decision to have national effects, lawyer says 25 August 2016 1118
Dunsford hits back at EGM rejection 25 August 2016 1329
AFA finds requests for EGM invalid 24 August 2016 1223
AFA says EGM request invalid 24 August 2016 1533
'Outrageous' LIF attacks must stop, says dealer group 24 August 2016 1435
Centrepoint Alliance profits down 28 per cent 23 August 2016 815
AFA to verify EGM request 23 August 2016 844
AFA EGM threshold reached 22 August 2016 1156
AFA threshold reached for EGM 22 August 2016 1484
AIA revamps adviser tool hub 19 August 2016 820
AIA upgrades tool hub for advisers 19 August 2016 1077
AFA CEO shores up LIF support 19 August 2016 999
AFA lobbies members for support on LIF 18 August 2016 1165
Outsourcing by UK's IFAs set to rise 15 August 2016 923
Implement health programs 01 August 2016 2439
The road to Main Street 01 August 2016 2758
AFSL system is 'untrustworthy', says veteran adviser 27 July 2016 990
TAL branding initiative to raise industry visibility 25 July 2016 939
Veteran adviser says AFSL system ‘untrustworthy’ 25 July 2016 1017
Former Guardian adviser gets own AFSL 25 July 2016 1327
Estate planning ‘easily overlooked’, adviser suggests 25 July 2016 973
AIOFP ‘urges’ government to notice NZ commissions review 22 July 2016 987
AFA says LIF debate ‘based on ideology’ 22 July 2016 1094
Senator wants to reinstate financial advice inquiry 22 July 2016 1109
Former CBA dealer group manager starts own practice 22 July 2016 1390
LICG asks government to reconsider LIF 20 July 2016 1179
‘Let go of identity' to adapt, says AFA 19 July 2016 774
Senator aims to set up life insurance inquiry 18 July 2016 1145
Investors have ‘inflated view’ of finances, research finds 14 July 2016 861
Zurich to bring in two Macquarie managers 12 July 2016 1010
Blockchain a ‘strategic interest for insurers’ 11 July 2016 946
Trowbridge says advisers ‘in the way’, suggests LICG 11 July 2016 1105
China a ‘priority’ market: AIA 04 July 2016 954
FSC ‘churn’ concern a diversion, lobby group says 04 July 2016 1070
Adapting to change 01 July 2016 2586
Banking royal commission lacks adviser support 01 July 2016 1834
FSC only concerned about ‘churn’, LICG claims 01 July 2016 1588
LIF likely under review if Labor wins election 01 July 2016 1455
Global SMAs reduce admin burden and costs: Hub24 30 June 2016 1103
ASIC cancels Qld firm's AFSL after liquidation 28 June 2016 1669
Underinsurance problem a growth opportunity, AFA says 28 June 2016 1347
Integrate income protection into client offering: Omniwealth 28 June 2016 1344
LIF being rushed to avoid ACCC scrutiny: LICG 27 June 2016 1467
Improve appointed actuary role, APRA says 27 June 2016 980
Underinsurance ‘a massive problem’ in Australia: AFA 27 June 2016 2222
Financial services employment climbs in second quarter 27 June 2016 953
Savings outside super ‘inevitable’, says Austock 27 June 2016 1185
AFA concerned about carve-out loophole in LIF 24 June 2016 1836
FSC rushing through LIF to avoid scrutiny: LICG 23 June 2016 2006
Insurers must transform amidst disruption, KPMG says 20 June 2016 961
FPA board member runs for Senate 20 June 2016 947
Aussie firms worried about managing expenses: Opinion Matters 20 June 2016 926
Vitality program not ‘an add-on’: Advocate Private Wealth 17 June 2016 2239
Insurers need to ‘reinvent themselves’: KPMG 17 June 2016 1111
Expenses management a major concern, research suggests 16 June 2016 1026
Award-winning adviser sells practice, rejoins risk firm 14 June 2016 802
Study finds high client satisfaction with life insurers 13 June 2016 1035
Swiss Re report reveals top future insurance risks 13 June 2016 1049
More Aussies buying life insurance online: Canstar 13 June 2016 1149
Business development ‘difficult under LIF’: Aaron Zelman 10 June 2016 1478
AstuteWheel tool to cut planning time to under an hour 10 June 2016 955
Life insurance client experience better than assumed 10 June 2016 1047
Risk specialist rejoins Priority Life 08 June 2016 3354
‘Human-centred’ technologies offer great potential: Swiss Re 06 June 2016 1102
BT Life awarded highest claim rating: The Risk Store 03 June 2016 1511
The whole kit and caboodle 02 June 2016 3658
Nowak participates in cancer fundraiser 30 May 2016 984
MDRT a great opportunity for young advisers, says Nowak 24 May 2016 866
ANZ to release Grow Wrap platform service 24 May 2016 1669
MDRT lifts thinking and grows expertise, says Nowak 23 May 2016 976
ANZ announces 10% discount on combined death/TPD insurance 23 May 2016 1133
FPA backs transfer balance cap exemptions 20 May 2016 922
Regaining trust still ‘a long way’ off: AFA 20 May 2016 938
Life insurers must apply ‘design thinking’: McKinsey 20 May 2016 1681
Robo-advice may put local planners under pressure: Morningstar 20 May 2016 1467
FSC to research FOFA effectiveness 18 May 2016 1110
Software partnership addresses opt-in issue 17 May 2016 1105
JP Morgan AM encourages ‘dynamic’ portfolio allocation 16 May 2016 735
Dover tool to cut SOA preparation time 16 May 2016 1188
Dover develops tool in response to LIF changes 16 May 2016 1161
Claimant payouts on the rise 13 May 2016 1197
Life industry claims rises for 10th year in a row 12 May 2016 1365
Gender divergence in adviser satisfaction 11 May 2016 892
Tread around budget changes before election, says AFA 10 May 2016 795
Cognitive decline a catalyst for financial fraud, study finds 09 May 2016 1073
Atlas expands to Singapore, appoints adviser 06 May 2016 1507
Consultancy group rejects Westpac advice comments 06 May 2016 1289
Investors considering alternative investments, says IOOF 06 May 2016 946
Budget will negatively impact clients, survey reveals 05 May 2016 931
Budget gives green light to DLAs, says Challenger 05 May 2016 791
NAB reveals partnership, expands education offering 03 May 2016 988
Consider altering insurance policy design: SuperRatings 02 May 2016 988
Managed accounts technology a ‘revolution’, says Stanford Brown 02 May 2016 929
Advisers could be entering ‘golden age’, says Neilson 29 April 2016 1109
Centrepoint's managed account service gets early support 27 April 2016 968
Underinsurance in super funds a problem: Rice Warner 22 April 2016 1325
More work to be done on underinsurance: Rice Warner 22 April 2016 1053
Synchron to partner with software provider 20 April 2016 774
OneVue launches global capability for SMA service 20 April 2016 929
Inadequate knowledge a barrier to annuity take-up 19 April 2016 956
Zurich upgrades Adviser Flipchart app 18 April 2016 1665
CommInsure reveals independent panel members 18 April 2016 1464
Zurich upgrades life insurance app 15 April 2016 963
FPA charity opens grants application process 15 April 2016 756
Aim for goals-based advice, IOOF says 14 April 2016 1041
2015 Most Trusted Adviser Award winners named 14 April 2016 1290
Class reveals new integration 13 April 2016 831
Midwinter develops solution for limited AFSL holders 12 April 2016 1523
Unclaimed life insurance money totals $65 million 11 April 2016 1709
Opinion divided on call for royal commission 11 April 2016 1084
Overall complaints fell in second half of 2015, says UK regulator 11 April 2016 1277
NAB restructure to link HNW clients to advice 08 April 2016 1183
Four new members join Lonsec Retire 08 April 2016 837
ETF usage among financial planners increasing 06 April 2016 1175
Lazard lowers funds’ minimum investment 06 April 2016 928
Australian FX trading market ‘poised for growth' 06 April 2016 1100
Accountants should be cautious when selecting AFSL, broker says 05 April 2016 899
Insurance employment falls in first quarter 04 April 2016 1355
BT Panorama continues to expand SMSF offering 01 April 2016 866
Macquarie Zurich life deal legal advisers named 01 April 2016 1463
FPA urges promotion of CFP credentials 01 April 2016 905
BondAdviser fixed income portfolio added to Hub24 31 March 2016 974
Digital disruption to hit accountants hard, GPS Wealth says 31 March 2016 1434
Consultancy group backs Trowbridge comments 30 March 2016 1037
Investor interest in managed funds growing 30 March 2016 1152
Padua launches advice request system 30 March 2016 1297
Insurance employment falls as accounting climbs 30 March 2016 824

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