POWERED BY MOMENTUM MEDIA
TAL
Financial planning
National advice group Bombora Advice has appointed David Mounsey in the newly created role of business growth and development manager to drive future growth, particularly...
Financial planning
TAL group chief executive Brett Clark is to step down from the role after almost a decade with a new replacement appointed....
Financial planning
With superannuation funds and financial advisers being the top two sources of information for retirees, a TAL white paper has revealed which they turn to first....
Financial planning
TAL has introduced four new courses to its Risk Academy focused on ethical dilemmas as part of Ethics Month to help advisers meet their CPD requirements....
Financial planning
While fewer than one in five Australians consult financial advisers, the vast majority wish they could do more to feel in control of their personal finances, two new repo...
People & Products
AMP superannuation members will transition to TAL’s insurance offering in Q2 2024, while the insurer has appointed a new chief claims officer from Westpac....
Financial planning
TAL’s three Professional Year initiatives successfully encouraged new entrants into the financial advice industry throughout 2023, including 16 candidates completing thei...
Financial planning
Australians are increasingly conflicted on their outlook towards retirement, with some confident their savings will sufficiently last while others say they no longer see ...
People & Products
The Melbourne-based advisory business has joined Count’s AFSL network, following its acquisition of financial advice firm Affinia from TAL....
People & Products
Following its acquisition of financial advice business Affinia from TAL, Count has welcomed an additional 11 advisers to its network as an Affinia firm joins its AFSL....
Financial planning
TAL has launched a new course focused on training advisers to better support clients’ mental health and those experiencing vulnerability. ...
People & Products
Count has announced the successful acquisition of financial advice business Affinia from TAL, welcoming around 100 advisers to its national community. ...
Financial planning
TAL will deliver a learning program focused on the Code of Ethics that will count towards advisers’ CPD requirements, as part of its ‘Ethics Month’. ...
Financial planning
The strategic acquisition would add over 100 advisers to its national community and bolster CountPlus’ wealth segment....
Financial planning
Based on enrolments in its industry-aligned courses, TAL Risk Academy has revealed the most commonly-sought areas of help for advisers in the last year....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....