Actuaries & Researchers
A recent research report has analysed female-founded fintech start-ups as investments compared to their male-led peers, finding a significant difference in investment quality.
A research report reveals the behaviour and motivations of the new breed of financial advice clients, and discusses how advisers can capitalise on the changing financial landscape.
The American Society of Actuaries set up a special forum to discuss mortality and longevity. This is a brief overview of their findings and report.
ANZ hires extra remediation team staff
Insurtech Australia appoints new CEO
Women in Finance Awards - nominations now open
NIBA Young Professional Broker of the Year Award Finalists named for VIC/TAS
TAL cutting jobs, restructuring
AIA Australia discounts lump sum policies
OnePath announces adviser portal improvements
Integrity Life announces product enhancements
Asteron Life exiting stage left
Life Code Compliance Committee (LCCC): still work to do
Australasia Wealth Services and Management licence suspended
Westpac paying back over 30 per cent of fees-for-no-service
APRA sends letter, demands action from disability income providers
FSC says no to civil penalties for voluntary industry code
Adviser AFS licences revoked due to dual authorisation with other licensee
MLC Life updates product range
Aon leaves advice space
CountPlus invests in advisory firm
FPA switches chair and deputy chair of the Conduct Review Commission
The fight over risk commissions is heating up, with major industry players stepping up to fight for commissions in the face of government and regulatory opposition.
ASIC’s recent report on whether consumers are clued up on what is classified as ‘general’ or ‘personal’ advice has revealed a massive issue with terminology.
BT Protection Plan changes
Freedom Insurance selling admin and advisory business, goal to close its doors
Asteron Life extends wholesale commission discount offer
BT’s Cancer Assistance Program results
Bridges to buy Bendigo and Adelaide Bank advice business
SMSF Advisers Network with additional licence conditions imposed
AMP FP new AFSL conditions imposed
Update on CBA’s AFSL conditions
Victims of financial misconduct to have greater supports
ASIC can now intervene on problematic financial products
FPA calls for ‘general advice’ term to be dumped
AMP board changes
BT adds to underwriting team
IOOF appoints head of advice governance
Westpac transitions with acting advice GM
Integrity Life builds adviser support team business development managers
In an exciting first for Australia, insurance statistics are now available for consumers to accurately compare the performance of their insurance providers.
TAL introduces business underinsurance workshops
AMP removes leadership bonuses
MLC Life argues for life insurance commissions
Westpac exiting personal financial advice
FASEA adviser education update
Treasury pushing for standardised insurance definitions for group insurance, consultation open
AIA Australia appoints innovation head
TAL filling new remediation head role
AMP loses a board member
The FSC has planned early implementation of the Code of Practice genetic testing rules, with consumers able to choose to disclose results below certain cover caps.
A survey shows upfront fees for life insurance advice are less than popular and have a very specific cap.
ASIC has undertaken a review of how well our big institutions are doing when it comes to solving remediation issues regarding fee-for-no-service arrangements.
BT’s LifeCENTRAL+ Desktop is updated
Integrity Life enters retail life risk space
Clayton Utz surrenders withheld AMP interview documents to ASIC
Commonwealth Bank delays demerger
FPA launches FASEA policy and education hub
FSU campaign to end gender pay gap
NAB appoints new chair
NEOS Life appoints senior underwriter
Strategic Insight / AFA Life Company of the Year awards
The latest costs are out for retirees for the December quarter of 2018 in the Retirement Standard from ASFA.
The AFA has responded to the Royal Commission, both to members and the public, regarding errors, misunderstandings, and areas of contention.
Automated advice software developer opens Australian office
BT updates quoting and applications for risk, extends policy fee waiver offer
Suncorp sale to TAL finalised
Grandfathered commissions on last legs
AFSL approval data released by ASIC
APRA’s 2019 targets outlined
Labor wants to ban all life insurance commissions
Macquarie wealth leadership shifts
TAL appoints chief commercial officer for transition of Suncorp
CFS appoints head of retail sales
Executive reshuffle at ANZ
CBA executive retires
Legislation has passed giving whistleblowers greater protections, to encourage whistleblowing on rogue companies or organisations.
We summarise the 12 standards set out by FASEA’s new Code of Ethics.
Greg Martin, ClearView’s chief actuary and risk officer, details the argument for change in how industry approaches income protection insurance.
Clearview updates LifeSolutions pricing
MLC MySuper goes from single strategy to lifestage
Delays for MLC sale
Westpac looking at selling in-house planners
Fourth report on four major banks released
FASEA adjusts adviser exam
Freedom Insurance Group suspends trading
ASIC appeals Federal Court decision on Westpac breaches
New appointments at AMP
Swiss Re and Partners Life welcome new director
NAB CEO and chair leave bank
TAL offering FASEA course
AMP Elevate to partially close
AIA Australia launches client competition
Commonwealth FP ordered to stop charging ongoing service fees
AMP’s latest Financial Wellness report shows that many Australians are financially stressed, despite many earning higher incomes.
Leading financial services researcher covering Managed Funds, Retirement and Life Insurance in Australia.
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