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High Demand for Specialist Risk Advisers

Advice practices are increasingly looking to add dedicated risk capabilities to their client offers, a recent survey has found.

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· April 15, 2014 in General, Training  

Frequent Contact and Face-to-Face Meetings Critical to Client Retention

Clients who have not met with their adviser in the past 12 months are the most likely to leave their current advice relationship, the latest research from CoreData has found.

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· April 15, 2014 in General  

Research Highlights Value of Insurance, Advice

Two new consumer research reports have further highlighted the value of insurance, and the role advisers can play in helping allay consumers’ financial fears.

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0 · April 15, 2014 in Company News, General  

Life Insurance Could Deliver Government $8.5 Billion in Savings

The government could save $8.5 billion by partly privatising disability insurance, a new report commissioned by the Financial Services Council (FSC) has revealed.

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0 · April 15, 2014 in Associations, General  

TASA Registration Details Released

The Tax Practitioner’s Board (TPB) has released a detailed update for financial advisers, explaining the registration requirements for representatives and licensees that deliver tax (financial) advice.

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· April 15, 2014 in Compliance & Regulation  

AIA Delivers Daily Risk Data Feeds

In response to adviser demand, AIA Australia has launched daily risk data feeds for XPLAN.

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· April 14, 2014 in Company News, Technology  

Life Industry Reports Steady Sales Growth

The latest sales and inflows figures demonstrate continued growth for the life insurance market, and have reaffirmed TAL’s position as the new number one insurance company in terms of market share.

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· April 14, 2014 in Company News, General  

News in Brief

Synchron Grows Adviser Numbers FPA Awards Research Grants Autumn Deadliest Season on the Road

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· April 14, 2014 in Associations, Claims, Dealer Groups, General, Training  

Are BDMs Hitting the Mark?

The majority of advisers say that having a strong relationship with a Business Development Manager does influence where they place their clients insurance business, so are BDMs focusing their attention in the areas that matter to employers and advisers?

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· April 8, 2014 in General, Services  

Offline Methods Preferred for Life Insurance Purchases

Consumers are marginally less likely to purchase life insurance online than they are via telephone or in person, a new survey has revealed.

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0 · April 8, 2014 in Technology