JOHN TROWBRIDGE

Editorial

There will always be a big question mark over whether churn was a real problem or a handy political lever, but the outcome represents the exercise of pragmatic politics....

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Tools & guides

In part one of a two-part article, Col Fullagar will consider an alternative way to achieve Trowbridge's suggested reforms for life insurance companies, and in so doing s...

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Financial planning

The AFA has received the required number of forms needed for an extraordinary general meeting....

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Editorial

There can be no doubting how many life/risk advisers remain aggrieved by the LIF outcome, but bi-partisan Parliamentary support means there is no unscrambling the omelett...

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Financial planning

The Australian Institute of Superannuation Trustees has argued the legislation underpinning the LIF is 'relatively feeble' and wants tougher action to eliminate commissio...

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Editorial

While 2015 threw up its share of challenges for financial planners and the broader financial planning industry, it also confirmed that planners could speak with one voice...

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Life/Risk

The Life Insurance Framework and other key issues are on the agenda when key planner groups meet with the new Assistant Treasurer, Kelly O’Dwyer this week....

Life/Risk

The latest Investment Trends research reveals advisers were already adjusting to the post-Trowbridge reality, with one in five ready to switch insurers....

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Life/Risk

The Financial Services Council (FSC) is shaping a new, post-Trowbridge code of conduct for life/risk insurers....

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Life/Risk

Industry leaders are warning that changes to the way life/risk advisers are remunerated will put pressure on the industry, but believe the Life Insurance Framework is “wo...

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Life/Risk

The length of time taken to transition to new hybrid remuneration structures remains the last major issue to be resolved resulting from the Trowbridge Report....

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Life/Risk

ASIC signals that despite the industry’s position responding to Trowbridge, it is continuing to pursue enforcement over life/risk misconduct....

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Life/Risk

The Trowbridge and ASIC review into retail life insurance has put unwarranted spotlight on churn and commissions rather than quality of advice, Tria argued. ...

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Financial planning

The AFA acknowledges that the approach outlined by the FPA on Trowbridge accords very closely with its own but deadlines remain the issue....

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Life/Risk

More announcements expected on move from upfront commissions amid advisers feeling rushed on Trowbridge....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 4 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 2 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

5 days 14 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

4 days 18 hours ago