2014 AFA Adviser Conference Round Table – Facing Up to ASIC’s Review of Retail Life Insurance AdviceIndustry peers shared their views at this year’s AFA Conference about the implications of ASIC’s Review of Retail Life Insurance Advice, which was released only a few days before our […] Read More
Challenging PerceptionsHow does the financial advice industry turn around public perception and get people focused on the good news stories? Can one person make a difference? Adviser Troy MacMillan, believes so… Read More
Are You Giving Your Clients What They Want?Why do clients engage a financial adviser? Why do they remain in an advice relationship? Founder of Effortless Engagement, Dean Lombardo, has the answers… Read More
FoFA Merry-Go-RoundSenior Journalist, Emily Saint-Smith, looks at what happened to cause the reversal of the Government’s FoFA amendments, and the latest turn around means for the future of advisers… Read More
Late News – Final FSI Report ReleasedThe David Murray-led Financial System Inquiry has released its highly anticipated Final Report. This article summarises the key issues impacting advisers, their practices and their clients… Read More
Pricing Insurance Advice – Where are we at?On the eve of the release of the third edition of Elixir Consulting’s Adviser Pricing Models Research Report, Lana Clark looks at how the market has changed … Read More
7 Ways to Gain More ReferralsRegular contributor, Rachel Staggs, creates some food for thought about the importance of word of mouth, and challenges advisers to apply some rigor to this powerful client attraction strategy… Read More
Attitude to ExerciseHave you done any exercise today? If not, it could be your attitude that needs a workout… Read More
Are Apps in your Clients’ Christmas Stockings?Beddoes Institute Director, Dr Adam Tucker, shares insights on the importance of mobile device apps for communicating with advice clients… Read More
5 Reasons Why PDF Newsletters Don’t WorkAdvisers are increasingly looking for new, and more engaging, ways to communicate with clients. Feedsy Co-Founder, Gavin Klose, is urging advisers to think beyond the PDF… Read More
Zurich Intergenerational Advice Series, Parts 3 and 4In the next in our short video series, Zurich addresses aged care and the changing Baby Boomer equation, and how to create a value proposition for intergenerational advice… Read More
Claims and Good FaithExperienced NSW risk adviser, Mark Hoskin, has penned an open letter to Australia’s life company CEOs, highlighting what he sees as a widespread and unfair practice at claim time… Read More
The Growing Threat of Business ‘Fossilisation’Older generation business owners who remain at the helm of their enterprise too long pose a serious challenge to prospective family owners, says Family Business Consultants Network Chair, Jon Kenfield… Read More
FPA Professionals CongressThe financial planning profession converged on Adelaide in November for the FPA’s annual Professionals Congress, presented under the banner of ‘Inspiring Greatness’… Read More
Affinia Annual Adviser ConferenceRisk-specialist dealer group, Affinia Financial Advisers, held its Annual Adviser Conference in Tokyo, Japan last month… Read More
AFA/MDRT NSW Christmas PartyThe NSW Chapters of the Association of Financial Advisers and Million Dollar Round Table joined forces to host a Christmas party for members during the first week of December… Read More