2014 MDRT International Adviser Round TableAdvisers from Australia, the US, Canada and the UK gathered at the MDRT Annual Meeting to share their thoughts about the key issues impacting their businesses and their industry… Read More
UK Insurance Scandal – Could it Happen Here?An insurance product was at the heart of one the UK’s biggest financial scandals. What led to the crisis, and could it happen in Australia? Read More
The Hidden Value of Existing ClientsMost people are familiar with the 80-20 rule: 20% of your clients deliver 80% of your profits. But this approach could actually be devaluing advisers’ businesses… Read More
How to Embrace a Changing World and Create New OpportunitiesUS adviser and MDRT committee member, Ryan Pinney, outlines some fantastic initiatives his business is undertaking that may help to create opportunities for risk practices everywhere… Read More
What is the single biggest contributor to a profitable practice? – Part 2Following on from her article in the last edition of riskinfo eMagazine, Sue Viskovic provides practical tips on how advisers can be selective about the clientele they work with… Read More
Are you a modern day marketer or still hiding behind your office door?Regular contributor, Rachel Staggs, has a warning for advisers who fail to embrace modern day marketing, and shares tips on how to avoid being lost in the noise of today’s […] Read More
Smoking CessationSmoking is one of the worst things you can do for your health. UHG’s Dr Stephen Simonds provides some practical advice on how to quit… Read More
Implications for Advisers – Duty of DisclosureThe FoFA legislation, combined with the outcomes of recent court cases, sees Zurich’s Andy Marshall cautioning advisers to take great care when considering changes to their clients’ existing cover… Read More
One-to-Many Communication Preferences for Advice ClientsIn part two of this series looking at the key findings from the AFA ‘Connecting with Clients’ white paper, Dr Rebecca Sheils, discusses clients’ preferences when it comes to one-to-many […] Read More
FoFA UpdateThe Government’s highly anticipated amendments to the Future of Financial Advice legislation have finally been implemented, taking the form of regulations introduced by Senator Mathias Cormann in late June… Read More
What Does ‘Best’ Look Like?UK financial services consultant, Michelle Hoskin, shares her international expertise with her Australian peers, and examines what it means to be the ‘best’… Read More
Reviewing Sub-standard DecisionsIn this article, AIA Australia Chief Underwriter, Andrew McPherson, discusses the evolution of underwriting, and how advisers and underwriters can work together to assist clients with exclusions and/or loadings… Read More
Life Insurance: What Do Customers Want?Tony Vidler, a New Zealand-based financial advice marketing consultant, analyses the key factors consumers use to determine which life insurance provider to deal with… Read More
AFA National RoadshowAdvisers around the country were treated to a dynamic program of technical content and motivating speakers at this year’s AFA National Roadshow… Read More
Launch of Club RTJuly saw the official launch of a new business proposition for up-and-coming advisers, in the shape of Club RT, the brainchild of two former AFA Rising Star Award winners… Read More