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 way with the fact that they sell the value of their advice.
The Australian Securities and Investments Commission’s (ASIC) Shadow Shop report has found a direct link between the level of strategic advice given to a client and the overall quality of the advice provided.
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:
The Australian Securities and Investments Commission (ASIC) has shed some light on the process it will follow to approve industry codes of conduct, giving indications that it may be some time before the issue is resolved.
In the future, financial advice may be provided by ‘Robo-planners’ that access personal information through Facebook to deliver customised advice, according to the Actuaries Institute.
AMP has expanded its financial planning University Challenge in 2012, with a record number of students already registered for the competition.
Any investment in technology must either improve the efficiency of an adviser’s practice or generate more business, according to Synchron Chair Michael Harrison.
The insurance industry needs to move away from the “call now” advertising approach and consider using death to better engage with its customers, according to a leading marketing specialist.
