The Adviser Portal – Intelligent, intuitive and seamless
Zurich and OnePath’s adviser portal is more efficient than ever. Perform your best and access insurers’ sought-after products in one simple sign-on.
After Fiducian acquired People’s Choice Credit Union’s financial planning business in 2022, they’ve welcomed 16 new financial planners.
Income protection insurance – from bad to worse
Life/risk expert, Col Fullagar argues that where income protection insurance is concerned, the situation has gone from bad to worse.
Yes, the banks will come back to advice – on their terms
The major banks will re-enter financial advice but on their terms according to Financial Newswire’s roundtable,
Financial planning faces inevitable consolidation
The financial planning industry is facing inevitable consolidation according to a Financial Newswire roundtable.
Why helping clients become HNW beats finding HNWs
HNW clients are rare and developing them may be easier than finding them.
