Life Insurance – The Reality of TransitionWe examine some of the changes that will need to be made by key sectors of the life insurance industry to realise the goals of the new Life Insurance Framework… […] Read More
FinologyA new buzz word has entered the financial services vernacular – ‘finology’. But just what is finology and why is it important? (Visited 940 times, 1 visits today) Read More

Q&A With Simon SwansonFive years on from the launch of ClearView in the Australian market, Managing Director, Simon Swanson, talks about how the business has evolved… (Visited 1,060 times, 1 visits today) Read More
Post Trowbridge – Surviving and Thriving in the New NormalDani Peer delivers a very practical conversation about how risk-focused advice practices can survive and thrive within a new advice landscape… (Visited 688 times, 1 visits today) Read More
Impact of Changes to Life Insurance CommissionsElixir Consulting’s Sue Viskovic considers what impact the Life Insurance Framework commission changes will have on advice businesses… (Visited 1,933 times, 1 visits today) Read More
One Critical Tip That Will Improve Your Social Media!Are you truly leveraging the power of the digital age? Rachel Staggs, examines one of the common problems faced by advisers utilising social media… (Visited 334 times, 1 visits today) Read More
StressUnified Healthcare Group has provided a ‘plain English’ report in this edition of The Waiting Room that considers a condition certain to impact all advisers and all of their clients […] Read More

Is your Client Loyalty Program tuned into the 21st century?How many large organisations have commoditised the concept of loyalty to suit their agenda, not the needs of their loyal clients? Be careful you don’t make the same mistake… (Visited […] Read More
Mobile Device Ownership by Advice Clients of Different GenerationsIt is widely known that digital information is accessed differently depending on the device/s being used. Dr Rebecca Sheils looks at mobile device ownership across different generations… (Visited 191 times, […] Read More
AFA Adviser of the Year DiariesEleanor Dartnall delivers the final installation of her year-long diary that has recorded her progress throughout her 12 months as the 2014 AFA Adviser of the Year… (Visited 98 times, […] Read More
The Benefits of Branding AdviceWhile Australia’s big bank have easily recognisable brands, the same cannot really be said about financial advice businesses. One advice practice is hoping to change that… (Visited 91 times, 1 […] Read More
Life Insurance – The Importance of AdviceAdelaide adviser, Mark Thompson, sounds a warning about some of the issues that may arise for consumers when their selection of life insurance products is delivered via general, rather than […] Read More

Client Engagement Processes: What Separates the Best From the Rest?Zurich’s Andy Marshall reflects on what characteristics and attributes separate the best advice practices from the rest, particularly when it comes to client engagement… (Visited 560 times, 1 visits today) Read More
It’s Now or NeverRisk-specialist, Chris Unwin, says the time has arrived for advisers to address the potential for a fee-based remuneration model for life insurance advice… (Visited 82 times, 1 visits today) Read More
ARA PD DayAdvisers voted with their feet in attending a ‘sold-out’ risk-focused PD day delivered by Australian Risk Advisers. The creation of Melbourne risk-specialist adviser and Australian Risk Advisers Founder, Aaron Zelman, […] Read More
AFA 2015 National Practitioner RoadshowIn July the Association of Financial Advisers hosted its annual Practitioner Roadshow series, at x locations around Australia. The theme for this year was Connecting Knowledge with Performance, and the […] Read More
FSC Annual ConferenceThe financial services industry’s heavy hitters descended on the Gold Coast in August for the annual Financial Services Council Conference. Delivered under the banner of ‘Visualise’, the three-day event featured […] Read More

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