Updated – Level 5 Certificate Under Review
Moves to review and potentially revise the Level 5 entry-level qualification required by financial advisers attracted reader comment and plenty of traffic this week...
The...
Future of CoFI Reforms in Doubt
News that CoFI legislation could be scrapped by a National-led Government – before it is even introduced in 2025 – caught the attention of...
More Than 30% Advice Practices Close in Australia
Our report that more than 30% of advice practices closed their doors across Australia during the pandemic drew strong reader interest...
AIA Revise Trauma and Life Policy Benefits
Our report that AIA has made a number of changes to its living products attracted high adviser engagement this week...
AIA has updated the benefits...
Partners Life Updates Trauma Cover
News that Partners Life is providing a more flexible TPD option for those taking out trauma cover with the firm attracted high adviser engagement...
Understand The Buying Journey of Your Clients
Catching the attention of most advisers this week was a guest columnist's suggestion to adopt a softly-softly approach when presenting clients with unexpected or...
Fidelity Gives Advisers an Edge
Most adviser engagement this week was focused on our report that Fidelity Life is to expand and enhance its offering to upskill the advisers...
Poor Record Keeping Tripping up FAPs
Our report that inadequate record keeping has been identified as a common compliance issue attracted plenty of interest among Riskinfo readers this week..
Inadequate record...
Experienced Adviser Pathway Becomes Law in Australia
Our report on a new law in Australia giving education exemptions to experienced advisers, who would otherwise be unable to continue working in the industry, attracted...