Category | General


The Value of Your Advice Business?

Our latest poll asks you to consider whether the new minimum professional education standards will have an impact (either way) on the value of your advice business. (more…)

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0 · March 13, 2018 in Compliance & Regulation, General, Polls  

Adviser Education Requirements – Some Clarity?

In a rare second-week turnaround, our latest poll results suggests more advisers may now be developing a clearer picture of what their future minimum educational requirements will be. (more…)

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1 · March 6, 2018 in Compliance & Regulation, Conferences and Events, General, Polls  

Advisers Waiting for More Clarity on New Education Requirements

Our latest poll results suggest a lot of advisers remain uncertain about what additional studies they’ll need to undertake to comply with the new minimum education standards, while very few advisers believe they’re already good to go. (more…)

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4 · February 27, 2018 in Compliance & Regulation, General, Polls  

Value of Advice Moving From Sale of Insurance

Financial advisers will struggle to demonstrate the value of their advice if they believe it lies in helping people purchase life insurance or delivering claims cheques, a US financial adviser has claimed. (more…)

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6 · February 20, 2018 in Associations, Conferences and Events, General, Products, Services  

Latest Poll – Will You Need More Study?

Our latest poll is seeking to gauge ‘the mood of the meeting’ when it comes to what proportion of the adviser community thinks it needs to undertake more studies in order to qualify for the minimum standards that will be required of them under the new professional standards legislation. (more…)

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10 · February 20, 2018 in Compliance & Regulation, General, Polls  

Poll Results – Challenges in Conveying Value of Risk Advice

Our latest poll results suggest consumers often fail to perceive the value of life insurance advice provided to them by their adviser. (more…)

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0 · February 13, 2018 in General, Polls, Services  

Commission Labels ‘General Advice’ as Misleading

The term ‘advice’ should be restricted to the activities of a professional adviser, according to the Productivity Commission, which has labelled ‘general advice’ in the financial services sector as misleading. (more…)

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3 · February 8, 2018 in Compliance & Regulation, General, Services  

Latest Poll – The Perceived Value of Life Insurance Advice

Our latest poll stems from a contention that there is “…a problem with the perceived value of life insurance advice.” (more…)

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4 · February 6, 2018 in General, Polls, Services  

Financial Advisers Held in High Esteem

Consumers have revealed they generally trust advisers and feel more secure in their own future after taking advice, according to a recent study commissioned by the Million Dollar Round Table (MDRT). (more…)

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0 · February 6, 2018 in Associations, General  

Consumers Cautious on Cost of Advice, Premiums

Less than three per cent of consumers would be willing to pay $1,000 or more for life insurance related financial advice, according to research from online insurance provider, NobleOak. (more…)

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6 · January 30, 2018 in General, Products, Services