In its last adviser newsletter for 2011, Business Health shared its favourite ‘must-dos’ for advice businesses preparing for the New Year. We have reproduced some of the best tips below, with thanks to the Business Health team…
Category: General
FoFA Will Have Positive Impact on Risk Market
January 17, 2012 – 8:55 pm
The Future of Financial Advice (FoFA) reforms will have a positive impact on individual risk products, according to predictions from a leading market research firm.
Cost of Opt-in Still Looms Large for Advisers
January 17, 2012 – 7:48 pm
Advisers continue to hold concerns over the potential bottom line costs to their business that would be imposed by a client opt-in advice process.
New Record for Lump Sum Insurance Sales
January 10, 2012 – 10:00 am
Individual lump sum insurance sales have exceeded $1 billion for the first time, according to the latest market analysis from DEXX&R.
Ipac Wins CoreData Advisory Group of the Year
January 10, 2012 – 9:45 am
CoreData has announced Ipac Securities as its Advisory Group of the Year for 2011, based on its ability to acquire prospective clients.
Tips for a Prosperous 2012
January 10, 2012 – 9:05 am
Zurich Financial Services has suggested a number of tips for advisers to assist with a positive start to 2012.
Confusion Over Adviser Independence
January 10, 2012 – 7:25 am
Australian consumers are still confused when it comes to the issue of financial adviser independence, according to a new survey by Roy Morgan.
Issues Impacting Advice Practice Profits
January 9, 2012 – 1:42 pm
As we look ahead to the issues that will impact the financial bottom line of advice practices this year, we are asking:
Poll Results - A ‘Wealth’ of Advisers
December 14, 2011 – 9:30 am
Australia’s advisers have spoken. The collective name for a group of advisers will henceforth be known as a wealth of advisers.
News in Brief
December 14, 2011 – 9:26 am
- Macquarie Life Enhances Online Application Process
- Women Putting Partners’ Advice Needs Ahead of Their Own
- Securitor Joins AFA
