Consumers/retail

APRA’s IP intervention – the challenges

APRA’s IP intervention – the challenges

The regulator issued a clear directive to life companies this month: provide proof you’ve changed the way you offer disability income insurance or be prepared to face sanctions. In an […]

by — December 13, 2019 — 0 comments — Advice, APAC, Consumers/retail, Global, In the news, Risk
Advisers in the box seat as $3.9 trillion set to change hands

Advisers in the box seat as $3.9 trillion set to change hands

Financial advisers are in prime position to cater to a booming demand for services as an unprecedented $3.9 trillion of wealth prepares to be transferred between generations – but only […]

by — August 27, 2019 — 0 comments — Advice, APAC, Consumers/retail, Global, Insights, Licensees
It’s not me, it’s you: When advisers rethink client relationships

It’s not me, it’s you: When advisers rethink client relationships

When the Future of Financial Advice (FoFA) laws were introduced in 2013, the officially pronounced aim was to “improve the trust and confidence of Australian retail investors in the financial services sector […]

by — August 1, 2019 — 0 comments — Advice, APAC, Consumers/retail, Global, Industry
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