The Association of Financial Advisers (AFA) and the Beddoes Institute will reveal the life insurance companies that delivered superior product, service and claims experiences over the past year, according to life insurance customers themselves at the annual Consumer Choice Awards (the Awards) this week. The Awards are based on the findings of the 2018 Beddoes […]
continue readingAdvisory Summit Fiji is an adviser-focused forum led by pioneering practitioners and captivating key speakers. Wholly impartial, Advisory Summit Fiji will immerse you in a liberating educational experience that will enable you to evolve your best business practice in 2019. Crafted by an eclectic and highly attuned team, Advisory Summit Fiji is an opportunity for […]
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08
Nov
2018
ANZ OnePath has rebuilt its underwriting system to launch a simpler, more intuitive experience for customers applying for OneCare insurance. Developed in partnership with the University of Technology Sydney’s (UTS) Advanced Analytics Institute, OnePath’s new underwriting system has taken ten years of OnePath data and used Artificial Intelligence (AI), data science and data analytics to […]
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08
Nov
2018
SuperFriend, the national mental health organisation influencing positive change in workplace mental health and wellbeing, has released its annual Indicators of a Thriving Workplace report, which measures the current state of mental health and wellbeing in Australian workplaces against a desired state. The national workplace mental health and wellbeing index score is 65 out of 100[1] which suggests that […]
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07
Nov
2018
MLC Life Insurance has announced a reward for customers who purchase life insurance cover through our digital underwriting platform. The Digital Application Reward (DAR) will apply to new MLC Life Insurance customers whose advisers use the platform to lodge their application. From 5 November 2018 to 11:59pm 5 May 2019, customers whose applications are submitted […]
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07
Nov
2018
A leading wealth portal, myprosperity has launched Kwidz, a financial literacy app geared to help advisers bridge the generational gap that currently exists in household finances. The app introduces children, aged eight and up, to the key concepts of personal finance, helping them set savings goals, view spendings and track success. “We are excited to […]
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02
Nov
2018
How one financial planner’s cultural change is helping tackle Australia’s debt problem Financial planners are helping to tackle Australia’s escalating debt problem as the industry shifts from selling products to providing holistic advice with money management at its core. Australia’s household debt-to-income ratio has risen sharply in recent years and now ranks as one of […]
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30
Oct
2018
In spite of the constant speculation and lobbying regarding the final FASEA requirements and the outcomes of the Royal Commission, a growing number of financial planning practice owners are ‘getting on with it’ and restructuring their businesses in readiness for the post 2024 era said Mentor Education Group founder and managing director Dr Mark Sinclair. Commenting further, […]
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29
Oct
2018
Australian millennials have a lower understanding of credit than older generations, according to research from consumer education website, CreditSmart. A huge 44% of millennials are unsure of the difference between a credit score and a credit report, and over half are unaware of what a lender looks for in a credit report. The study revealed that […]
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26
Oct
2018
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