LIFE INSURANCE

People & Products

TAL Limited has announced the appointment of Kent Griffin as chief financial officer....

image
Superannuation

SMSF trustees need to make sure there is enough liquidity in their funds to balance out 'lumpy' assets such as property to avoid a potential fire sale of assets if they p...

image
People & Products

TAL has appointed John Hoyle as chief executive of its TAL Direct (InsuranceLine) business. ...

image
Superannuation

An increase in the number of people holding life insurance inside superannuation rather than outside it may mean more people have inadequate cover....

image
Superannuation

SMSF trustees need to be conscious of lumpy assets such as property within their fund portfolios in the event of death....

image
Financial planning

BT Financial Group has built on its successful phone-based claims handling system....

image
Financial planning

Paul Derham and Sonnie Bailey share a few mistakes they’ve seen financial planners make over the years and outline tips for saving time and money....

image
Financial planning

Life insurance and annuities have become far bigger parts of the revenue model for financial planners, according to the latest data compiled by Wealth Insights....

image
Life/Risk

BT Financial Group has cut clients' waiting times by extending their tele-claim services to include trauma claims....

image
Life/Risk

With life insurance being placed in the ‘too-hard’ basket for many Australians, the industry has developed simple and convenient methods to take out cover. However, as Ti...

image
Life/Risk

Industry discussion in relation to what constitutes 'churning' in life insurance needs to be replaced with a debate on a sustainable remuneration model for switching poli...

image
Life/Risk

Life insurance risk market has again recorded double-digit growth, with most risk companies achieving impressive results over the last year, according to research from Pl...

image
Superannuation

Along with appropriate property insurance, personal insurance is important when a SMSF has entered into a limited recourse borrowing arrangement to purchase property, wri...

image
Financial planning

Financial advisers are increasingly embracing the use of social media and iPads but are still learning how to use them in a business sense....

image
Editorial

Staying ahead of the curve on the technology, consumer and regulatory fronts can help our industry to quickly adapt and prosper. Brett Clark writes....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago