Risk Company Update
/Count Financial launches digital SoAs
MBS Insurance obtains AFS licence, forms alliance with Bombora
Risk Company Update
/Findex announces 40 new partner firms
AMP divested fully from Resolution Life Australasia
CountPlus acquires stake in WSC Group
Risk Company Update
/Zurich launches Assure
Count Financial and Midwinter join forces
Risk Company Update
/Zurich launches life insurance advice business
Ebony Rose joins Count Financial
PWG to merge with Nick Stretch Legal
Resolution Life to acquire AIA’s superannuation and investments arm
Risk Company Update
/Partners Wealth launches Partners Private investment company
BT Panorama sale to start in February 2022
Count Financial buys Financial Momentum
LifeBid: new tech platform to cut cost of risk advice
Unitysure releases underwriting pre-assessment tool
Risk Company Update
/Deakin and FS partner for financial education
Count Financial adds Serendipity Wealth Advisors to business
MetLife launches adviser support platform, updates products
Class enters Scheme of Arrangement with HUB24
CountPlus buys Accurium from Challenger
Risk Company Update
/CommInsure now belongs to AIA
Count buys ex-MLC advice businesses
Risk People Update
/Count Financial welcomes tech specialist
Risk Company Updates
/Venture Financial Advisers joins Count Financial
BT retires grandfathered life commissions
CBA opens Amsterdam office
Insight Investment Partners launches tech dealer group
Focus Financial Planners buys up Australian financial advice firms
Risk Company Updates
/Count Financial class action filed
Park Lane Advice launched for divorcées
AMP reviewing business units
CBA class action for expensive insurance products
Two Sydney advice companies merge
IOOF acquires MLC Wealth
Risk Product, Company and Regulatory Updates as at 7 April 2020
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AMP insurance product updates
Count Financial adds firm
FASEA approves historical and new degrees and bridging courses, RPL for FPA and CPA
APRA not issuing any new licences
Risk People as at 7 April 2020
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Westpac welcomes new CEO
AIA Australia appoints chief life insurance officer
Count Financial appoints head of professional standards
ClearView welcomes new head of advice
FASEA reappoints directors
Centrepoint Alliance loses two executives, leadership sees pay cuts
Risk Product, Company and Regulatory Updates as at 6 August 2019
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IRESS improves Xplan
FPA CPD platform launch
CountPlus shareholders in favour of acquiring Count Financial
CBA approved to divest CFSGAM
APRA stakeholder survey shows regulator favour dropping
NAB document leak
MLC adviser fee class action plans
ASIC suing ANZ over periodical fee payments
FASEA exam update
Grandfathering commissions proposed ban date 1 January 2021
Risk People as at 22 January 2019
/Count Financial GM leaves vacancy
MetLife welcomes new CEO
MLC Life appoints board member, first chief customer experience officer
Frontier Advisors appoints investment professionals
AFA appoints new chair to Inspire
