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November 03, 2020

Risk Product Updates

November 03, 2020/ Jessica Lloyd
  • AIA Priority Protection updates

  • BT make minor changes to Protection Plans

  • Zurich make minor update to Smart Value discounts

Read More
November 03, 2020/ Jessica Lloyd/
Insurance News
Zurich, BT, AIA Australia, Product Update
November 03, 2020

Risk People Updates

November 03, 2020/ Jessica Lloyd
  • ING welcomes head of wealth and CEO

  • ClearView welcomes GM of people and operations

  • FPA welcomes new board members

  • CFS Investments chair retiring

  • PFL insurance awards

Read More
November 03, 2020/ Jessica Lloyd/
Insurance News
ING, ClearView, FPA, Colonial First State (CFS), Plan For Life, People Update
November 03, 2020

Risk Company Updates

November 03, 2020/ Jessica Lloyd
  • 360 Capital proposes takeover of Evans Dixon

  • Ares makes bid for AMP

  • HUB24 divests Paragem, looks to Xplore

Read More
November 03, 2020/ Jessica Lloyd/
Insurance News
HUB24, Paragem, Xplore Wealth, Easton Investments, Ares Management, AMP, 360 Capital Group, Evans Dixon, Company Update
October 20, 2020

APRA: life insurance industry lost $1.6

October 20, 2020/ Jessica Lloyd

APRA’s quarterly life insurance industry performance statistics have been reported, with significant losses across the financial year.

Read More
October 20, 2020/ Jessica Lloyd/
Insurance News
APRA
October 20, 2020

Risk Company Updates

October 20, 2020/ Jessica Lloyd
  • BT to change Wealth Connect business

  • MetLife launches mental health initiative

Read More
October 20, 2020/ Jessica Lloyd/
Insurance News
MetLife, BT, Wealth Connect, Company Update
October 20, 2020

Risk People Updates

October 20, 2020/ Jessica Lloyd
  • MLC Life welcomes new managers

  • AMP welcomes risk specialist

  • CountPlus appoints new director

  • MLC loses CEO

Read More
October 20, 2020/ Jessica Lloyd/
Insurance News
MLC Wealth, MLC, CountPlus, AMP, MLC Life, People Update
October 20, 2020

Risk Product Updates

October 20, 2020/ Jessica Lloyd
  • AIA Australia launches trauma cover option, flags IP product launch

  • CommInsure updates medical definitions

Read More
October 20, 2020/ Jessica Lloyd/
Insurance News
AIA Australia, CommInsure, APRA, Product Update
October 20, 2020

Risk Regulatory Updates

October 20, 2020/ Jessica Lloyd
  • AFA outlines vision for advice

  • Future of Advice report published by FSC, Rice Warner

  • APRA and ASIC publish life insurance claims and disputes data

  • ASIC reviewing limited advice

  • Single disciplinary body for advisers set for 2021, government says

Read More
October 20, 2020/ Jessica Lloyd/
Insurance News
Regulatory Update, ASIC, APRA, AFA, Rice Warner
October 06, 2020

Risk People Updates

October 06, 2020/ Jessica Lloyd
  • MLC Life to restructure, new roles created and filled

  • AMP confirms redundancies on the cards

Read More
October 06, 2020/ Jessica Lloyd/
Insurance News
AMP, MLC, People Update
October 06, 2020

Risk Company Updates

October 06, 2020/ Jessica Lloyd
  • DFS leaves MLC to join FYG Planners Group

Read More
October 06, 2020/ Jessica Lloyd/
Insurance News
MLC Life, FYG Planners Group, Designing Financial Solutions (DFS), Company Update
October 06, 2020

Risk Regulatory Updates

October 06, 2020/ Jessica Lloyd
  • ANZ to pay $10m in penalties for ‘unconscionable conduct’

  • FASEA code of ethics draft released, latest exam results published

  • APRA continues work on sustainability of disability income insurance

  • FSC TPD and life insurance initiatives continued

  • Westpac agrees to $1.3bn AUSTRAC deal

Read More
October 06, 2020/ Jessica Lloyd/
Insurance News
Westpac, FSC, APRA, FASEA, ANZ, Regulatory Update
September 23, 2020

Risk People Updates

September 23, 2020/ Jessica Lloyd
  • MLC Wealth loses chief risk officer

  • Zurich welcomes new appointments

  • AMP appoints head of people and culture

  • Centrepoint Alliance appoints research head

  • Westpac welcomes risk management specialist

Read More
September 23, 2020/ Jessica Lloyd/
Insurance News
Westpac, CBA, Centrepoint Alliance, AMP, Zurich, MLC Wealth
September 23, 2020

Risk Company Updates

September 23, 2020/ Jessica Lloyd
  • AZ NGA acquires Matthews Steer firm

  • AMP deed of release may stop advisers joining class action

Read More
September 23, 2020/ Jessica Lloyd/
Insurance News
AMP, AZ NGA
September 23, 2020

Risk Regulatory Updates

September 23, 2020/ Jessica Lloyd
  • FASEA exam sitting options, updates to approved education

  • NAB fined for charging fees for no service

Read More
September 23, 2020/ Jessica Lloyd/
Insurance News
NAB, NULIS, MLC, FASEA, Regulatory Update
September 23, 2020

Risk Product Updates

September 23, 2020/ Jessica Lloyd
  • OnePath enhances medical underwriting limit requirements, announces price changes

  • CommInsure indemnity IP claim calculation initiative extended

  • BT Protection Plan discounts extended

Read More
September 23, 2020/ Jessica Lloyd/
Insurance News
BT, BT Life, CommInsure, OnePath Life, Product Update
September 14, 2020

Survey: advisers keeping clients, but not always profitably

September 14, 2020/ Jessica Lloyd

A recent survey has found that financial advisers are keeping their clientele, but practices are suffering in the pandemic overall.

Read More
September 14, 2020/ Jessica Lloyd/
Insurance News
Adviser Survey
September 11, 2020

Risk Company Updates

September 11, 2020/ Jessica Lloyd
  • Count Financial class action filed

  • Park Lane Advice launched for divorcées

  • AMP reviewing business units

  • CBA class action for expensive insurance products

  • Two Sydney advice companies merge

  • IOOF acquires MLC Wealth

Read More
September 11, 2020/ Jessica Lloyd/
Insurance News
MLC Wealth, Halcyon Wealth Advisers, Principle Advisers, Madison Financial Group, CBA, AMP, Count Financial, Park Lane Advice, Risk Company Update
September 11, 2020

Risk Regulatory Updates

September 11, 2020/ Jessica Lloyd
  • FASEA releases draft amendments to Education Legislative Instrument

  • Economics Committee hearings for big banks on pandemic response

  • New adviser disciplinary body launch delayed

Read More
September 11, 2020/ Jessica Lloyd/
Insurance News
Royal Commission, Federal Government, Economics Committee, FASEA, Risk Regulatory Update
September 11, 2020

Risk People Updates

September 11, 2020/ Jessica Lloyd
  • IOOF announces restructure of licensees

  • QBE CEO resigns after complaint

  • Zurich makes new appointments

  • AMP Limited welcomes new chair

  • ANZ chair retiring

  • Centrepoint Alliance loses investment head

Read More
September 11, 2020/ Jessica Lloyd/
Insurance News
Centrepoint Alliance, Zurich, ANZ, AMP Limited, IOOF, QBE, Risk People Update
August 25, 2020

Risk Regulatory Updates

August 25, 2020/ Jessica Lloyd
  • ASIC commences proceedings against BTFM and Asgard over fees for no service

  • ASIC takes RI Advice to court over cybersecurity failures

  • FASEA exam update - feedback, new course approved

Read More
August 25, 2020/ Jessica Lloyd/
Insurance News
CFA Institute, AMP, CBA, Westpac, Piper Alderman, ASIC, FASEA, BT Funds Management, Asgard, Regulatory Update
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