Dacreed Picks up Adviser Support Programme
The adviser support programme (ASP), launched by Partners Life in 2018, is being handed over to compliance and training firm Dacreed.
Originally launched as a...
Naomi Ballantyne Talks Succession Planning
Catching the attention of Riskinfo readers this week was news that former Partners Life MD Naomi Ballantyne has fronted a video offering guidance on...
Fees Free Training for Budding Financial Advisers
Strategi Institute is offering students the chance to study for the Certificate in Financial Services (Level 5) under the government’s fees free scheme.
With the...
Legacy Systems Hinder Business Growth
Legacy technology is preventing the majority of insurers from meeting their customers' expectations, claims a report published by a business systems and data management...
Rob-Advice Won’t Replace Advisers
Robo-advice still has a long way to go and isn’t necessarily a significant competitor to the human financial adviser, says Terry Ball, principal of...
Initiative to Elevate Women in Finance
INFINZ and the FSC are holding an Empower & Elevate: Women in Finance leadership series, featuring three events addressing leadership development.
The first event –...
Fewer Australian Firms Planning Significant Increases in Adviser Numbers
The Australian financial advice industry is showing a trend towards stability in practices’ adviser numbers for 2024, with fewer firms planning significant increases compared...
Adviser Withdraws Clawback Bill
News that an adviser has been asked to compensate a client following the intervention of a dispute resolution service generated lots of reader interest...
Clock Ticking on Adviser Incentive Changes
Incentives for those advising consumer clients, as opposed business clients, will change on 31 March 2025 when the Conduct of Financial Institutions legislation (CoFI)...