TAL/FSC Thought Leadership Round TableAhead of the FSC annual Life Insurance Conference, FSC CEO, John Brogden, joined with members of the advice community, and life insurer TAL, to debate a number of key life […] Read More
Lessons from the LawRiskinfo Senior Journalist, Emily Saint-Smith, examines three recent court cases and considers the ramifications the outcomes pose for anyone working in the risk advice sector… Read More
Setting the Service StandardThis year’s AFA/PFL Life Company of the Year Awards saw Macquarie Life take out all three Client Service Team Awards. Dr Sally Phillips talks about the factors led to this […] Read More
Changes to Insurance in Super From 1 July 2014, new regulations will apply to the type of insurance that can be held inside superannuation. CommInsure’s Jeff Scott examines what these changes mean for advisers and […] Read More
What is the single biggest contributor to a profitable advice practice?Elixir Consulting MD, Sue Viskovic, delivers a very clear, strong and simple message to advisers about the value that goes with identifying your ideal client… You’ve heard it before. Identify […] Read More
How to get more referrals from your existing relationshipsOur regular financial services marketing contributor, Rachel Staggs, talks to advisers about how a common-sense, proven approach to referral relationships can succeed in helping you build your business… Recent research, […] Read More
Sleep Apnoea – The FactsOur thanks to regular contributor, Unified Healthcare Group (UHG), for a fantastic article on sleep apnoea – a complaint suffered by hundreds of thousands of Australians, which naturally includes many […] Read More
Federal Budget and low insurance literacy will drive poor consumer decisionsIn this edition of riskinfo eMagazine, Zurich’s Andy Marshall talks to advisers about what he sees as the potential fall-out from this year’s Federal Budget, particularly in terms of the […] Read More
Personal One-to-One Communication Preferences for Financial Advice ClientsWelcome to the first in a series of articles for riskinfo readers provided by Beddoes Institute co-founder, Dr Rebecca Sheils. In this first article, Rebecca outlines one of the many […] Read More
TASA TimelineAre you a risk specialist? Think that TASA doesn’t apply to you? Think again. The latest compliance regime deadline is approaching. From 1 July 2014, advisers who provide tax (financial) […] Read More
There’s a Hot Air Balloon in the Car ParkWell-known industry consultant, Joe Perri, puts his case to advice practices about the value of public relations to their business, particularly in relation to business exit and succession strategies… Practice […] Read More
Commonwealth Financial Planning vs CouperThis case was brought before the NSW Court of Appeal by Commonwealth Financial Planning (CFP), after an earlier judgement ruled in favour of the plaintiff, Teghan Couper. Ms Couper was […] Read More Swansson vs HarrisonIn this legal case study, Richard Swansson (plaintiff) successfully sued the adviser, Russell Harrison, and his licensee (Synchron) for damages of nearly $1.5 million because an act of non-disclosure left […] Read More
AFA/PFL Life Company of the Year AwardsOn 12 March the Association of Financial Advisers and Plan for Life presented their annual Life Company of the Year Awards. For the first time, the event was held in […] Read More
2014 FSC Life Insurance ConferenceAustralia’s life insurance industry gathered together in Sydney during April for the annual FSC Life Insurance Conference. Nearly 300 delegates attended the event, now in its fifth year. Under the […] Read More
Synchron 2014 Conference – Simply the BestRisk-focused dealer group, Synchron, delivered its 2014 Conference to over 200 delegates in Disneyland, California in May. Addressing advisers and guests at the commencement of the Conference, Synchron Director, Don […] Read More