Monday, April 12, 2021

General

Why Good Advisers Are Worth Their Weight

Chatting with a client who had moved to Australia for a fresh start lead to a much-needed $90,000 insurance payout. It's one of the...

Financial Advice to Outline Revised Constitution at Roadshows

Financial Advice NZ is to hold a series of FAP roadshows across the country in June where revisions to the organization's constitution will also...

Alternative General Advice Proposition for Risk Specialists

A licensee firm in Tasmania is offering an alternative 'general advice' career option for specialist risk advisers in Australia. Positioned to appeal to advisers who...

Adviser Pays Back $34,000 in ‘Hidden Fees’ to Clients

An adviser who charged two clients $34,000 in hidden fees has returned the money following a decision by dispute resolution service Financial Services Complaints...

Virtual Medical Consultations Ballooned in 2020

The delivery of healthcare services has been transformed as a result of Covid-19 according to a US study released by Cigna. In one of the...

‘Plan B’ Offer for Risk Specialists in Australia

Risk specialist advisers in Australia who are contemplating their future in the industry are being offered an alternative pathway by a Queensland-based financial services...

TAL Found to Have Breached Duty of Utmost Good Faith – IP Claim

The Federal Court of Australia has found that TAL Life breached its duty to act with utmost good faith under the Insurance Contracts Act...
Rob Everett has resigned as CEO of the FMA.

FMA’s CEO Resigns

Rob Everett, CEO of the FMA, has resigned after seven years in the top job and plans to leave the organisation by the end...

Unsettling Times Provide Opportunities for Advisers – MDRT

A year of Covid-19 has caused Americans to focus on their finances with more than half telling Harris Poll researchers it's their top priority...