Australian Financial Services Group CEO and Managing Director, Peter Daly, has departed the Group.
Author Archives: riskinfo
Bottom Line Still the Key for Advisers
May 16, 2012 – 12:47 pm
Adviser responses to our latest poll tell us that the most important factor when considering changing licensees or remaining with the current dealer is remuneration.
OneCare Product, Service Enhancements - Outside/In
May 16, 2012 – 10:52 am
OnePath’s national roadshow is under way this week, where advisers are being presented with the insurer’s latest initiatives supporting its OneCare range of insurance solutions.
OnePath says the specific product, service and technology enhancements that have been introduced reflect an ‘outside/in’ philosophy, where consumer and adviser feedback have combined to dictate the direction of this product and services upgrade.
AMP Elevate Upgrade
May 15, 2012 – 9:03 am
In a hectic round of product upgrades, AMP has announced new wealth protection initiatives as it commences its AMP Expo and Elevate Insurance workshops this week.
Synchron 2012 Hawaii Conference Wrap
May 9, 2012 – 12:51 pm
Synchron advisers have returned from their bi-annual conference with a clear message about the nature of the financial advice industry and the value of their place within it.
Held this year in Hawaii, advisers and other industry sponsors and delegates were presented with the strong message that everyone sells, and that financial advisers should not be uncomfortable in any [...]
Wealthfarm Joins Synchron
May 9, 2012 – 11:38 am
High profile Queensland practice, Wealthfarm, is the latest advice firm to switch licensees with its move to the risk-focused Synchron dealership.
Advisers Changing Licensees
May 9, 2012 – 10:12 am
Our latest poll explores the reasons that advisers and advice practices choose to move their business from one licensee to another. We are asking:
What are the two most important factors that would cause you to change or consider changing dealer groups?
FSC Life Insurance Conference Webcast Offer
May 8, 2012 – 11:09 am
The Financial Services Council is offering webcasts of all five of its main platform presentations for industry stakeholders who were unable to attend the Council’s 2012 Life Insurance Conference, which was held in Sydney in March.
The presentations are:
Selling Skills Fundamental to Adviser Success
May 2, 2012 – 11:00 am
Most advisers believe they must be good at sales in order to be successful in the financial advice industry.
Approximately four out of five advisers (79%) voting in our latest poll have answered ‘yes’ to our question:
Policy Attrition Rates on the Rise
April 24, 2012 – 10:14 am
Lump sum and income protection product attrition rates are increasing, according to DEXX&R.
