Risk Company Update

TAL launches IP and ethics courses

TAL’s new Risk Academy Program for 2022 has been launched, with a new course on income protection and ethics, a new Professional Year program, and an expanded CPD-accredited article library. The 2022 program has on-demand and live courses for financial advisers.

Fiducian completes acquisition of People’s Choice Credit Union

Fiducian Financial Services now fully owns the financial advisory practice People’s Choice Credit Union (PCCU). PCCU has almost 400,000 members and is worth $1.1 billion.

Fin365 to acquire miPlan

Fin365 is set to buy miPlan, with plans to launch a hybrid advice platform. The platform will offer DIY service levels, with the most comprehensive services offered by a financial adviser connected to the platform.