ANZ Wealth launches new APEX Webinar Series for advisers

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ANZ Wealth has launched its third series of APEX Lunch and Learn Webinars, helping advisers to remain informed during a period of ongoing industry and regulatory change. The short, accessible, digital programs educate advisers on topics ranging from insurance industry issues, platforms and investments, technical and soft skills to practice management. ANZ Wealth Head of […]

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ANZ Wealth launches industry-first Pre-Assessment Wizard for OneCare

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ANZ Wealth has launched its OneCare Pre-Assessment Wizard, an industry-first initiative that will save advisers time and improve the client experience. The OneCare Pre-Assessment Wizard eliminates up to 48 hours of waiting time from the pre-assessment process, identifying loadings and exclusions for pre-existing medical conditions in real-time. Gerard Kerr, Head of Life Insurance at ANZ […]

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ANZ Wealth launches video series to demystify insurance

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ANZ Wealth yesterday announced the release of a video series designed to support advisers and superannuation funds help their clients understand how they can make the most of their insurance cover. The six videos, hosted by Australian media identity James Mathison, offer a straight-talking and engaging guide to insurance that responds to feedback from the industry […]

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ANZ Wealth appoints Chief Underwriter for OnePath Life Insurance

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ANZ Wealth yesterday announced the appointment of Peter Tilocca as Chief Underwriter for OnePath Life Insurance. Mr Tilocca has been serving as Acting Chief Underwriter following the retirement of John Leonard in March, 2017 and brings more than 25 years of life insurance and underwriting experience to the role. ANZ Wealth Head of Life Insurance, Gerard […]

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ANZ Wealth introduces SMAs to its Grow Wrap investment platform

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ANZ Wealth has announced the introduction of Separately Managed Accounts as part of its Grow Wrap investment platform, providing greater flexibility for investors Under the move, ANZ Wealth will introduce 13 new Separately Managed Accounts (SMAs) to professionally managed portfolios of direct equities and exchange traded funds Commenting on the introduction of SMAs, ANZ Wealth Head […]

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ANZ Inspire supports financial advisers in quest for resilience

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ANZ Wealth has highlighted the importance of overcoming adversity for financial advisors during its APEX Inspire summit in Sydney last week. As part of the summit, advisers heard from guest speakers, former AFL star Adam Goodes and three-time Paralympic Gold Medallist Kurt Fearnley OAM, who shared their personal stories of using triumph and challenge as […]

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ANZ Wealth introduces data feeds to OneCare Illustrator quoting software, saving advisers’ time

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ANZ Wealth have announced the introduction of data feeds from integrated financial planning software, IRESS XPLAN to OneCare’s quoting software to save its financial advisors time. The new data feeds will pre-populate OneCare’s Illustrator software with quote information taken directly from XPLAN, eliminating the need for advisers to re-enter client and quote details. ANZ Wealth Head […]

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ANZ appoints PwC to conduct independent review of OnePath compliance systems

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ANZ yesterday confirmed it engaged PwC in January 2016 to conduct an independent compliance review within its OnePath subsidiaries, following compliance breaches that were proactively reported to the Australian Securities and Investments Commission (ASIC) from early 2013. ANZ Wealth Australia Managing Director Alexis George said: “While the majority of these compliance breaches are in the past, […]

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ANZ extends partnership with Macquarie to provide wrap solutions

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ANZ has announced it has entered into an agreement for Macquarie Investment Management Limited to develop a new wrap platform for ANZ’s advice partners that will be available from May 2016. As part of the agreement, Macquarie will also provide administration services that are currently delivered through ANZ’s wholly owned business, Oasis. As services are transitioned […]

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ANZ implements new measures to help women experience an equal financial future

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ANZ yesterday announced new measures to help women better engage with their financial futures and address the structural bias and subsequent financial disadvantage they face in the workplace and retirement. The announcement follows ANZ’s release of new research report into gender inequality in Australia, which found that over their lifetime Australian women earn on average $700,000 […]

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