A universal online tool is available to advisers that will graphically highlight to their clients the likelihood they will become disabled during their working lives.
Category: General
Many Advice Practices Failing to Plan
July 4, 2010 – 1:00 pm
Only just over half of all advice practices in Australia maintain a properly documented business plan and even less actually implement those plans, according to practice management group, Business Health.
Most Families Unprepared in the Event of Death
June 30, 2010 – 12:02 pm
New research commissioned by ING Australia has found that 63% of surviving partners and children had less than a one week warning of the death of a parent.
AFA National Roadshow 2010
June 29, 2010 – 11:37 am
The theme of the AFA’s National Roadshow 2010 is: ‘The Age of Speed - how to operate in the new environment‘.
Roadshow presentations will cover key contemporary issues, including:
PIS/Centrepoint Merger Confirmed
June 28, 2010 – 9:43 am
PIS parent company, Professional Investment Holdings, and Centrepoint Alliance have announced the completion of a due diligence process and have confirmed the target implementation date for the merger between the two firms.
Life Company Technologies Benchmarked
June 23, 2010 – 9:33 am
Aviva has emerged as the top provider of online insurance technology in the inaugural Investment Trends Life Insurer Benchmarking Report.
The purpose of the Report is to assess the relative technology offerings provided by the life companies across a range of criteria, where Aviva won top spot by virtue of its ’superior transactional capabilities’.
Protecting for Different Stages of Life
June 21, 2010 – 7:22 am
A presentation at last week’s MDRT 2010 Annual Meeting highlighted how essential it is, more than ever, for advisers to maintain regular contact with their clients, or risk losing them to competitors.
Six Steps to Costing Advice
June 18, 2010 – 11:32 am
Business Health has outlined six steps it believes all practices should follow if they are to get a realistic appreciation of what it costs to deliver advice.
New FPA ‘Future of Financial Advice’ Taskforce
June 18, 2010 – 7:45 am
The Financial Planning Association (FPA) has announced the establishment of a new taskforce designed to engage with the Federal Treasury on all elements of the Government’s Future of Financial Advice reform proposals.
Strategies to Grow Your Business
June 17, 2010 – 6:27 am
Innovation and specialisation are the keys to increasing sales and growing the value of your business, according to high-achieving Adelaide adviser, Peter Moyle.
Speaking at this years’ MDRT Annual Meeting in Vancouver, Mr Moyle shared with his audience how specialising in one specific field had allowed him to significantly grow his business.
