Category | Practice Management

Adviser Study Quantifies Value of Client Centric Practices

Financial advisers who engaged in ‘know your client’ behaviours and practices had greater rates in the growth of clients and referrals to new clients, according to a three-nation survey of advisers. (more…)

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0 · September 28, 2018 in Associations, Practice Management, Practice Marketing, Products, Services, Soft Skills  

Practice Sales Spike Over LIF and Education Concerns

The number of life insurance advice businesses for sale has spiked, according to a financial advice business broker, who claims the increase is a result of the impact of Life Insurance Framework (LIF) and proposed new education standards. (more…)

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3 · August 28, 2018 in Compliance & Regulation, Practice Management, Remuneration  

Affinia Expands Into Licensee Services

TAL-owned financial advice group, Affinia, has extended its advice offering into the provision of licensee services aimed at independently operated financial advice businesses. (more…)

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0 · August 3, 2018 in Company News, Dealer Groups, Practice Management, Products, Services  

Risk Advisers Will be Driven Out by Over-Education

Life insurance advisers are set to depart the industry en-masse in the next five years, Synchron Director, Don Trapnell has claimed. (more…)

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15 · February 27, 2018 in Compliance & Regulation, Practice Management, Services, Training  

Specialised Advice Key to LIF Success

Specialised financial advice will become a key driver behind the success of advice businesses under the Life Insurance Framework (LIF) regime, according to the head of a boutique risk advice business. (more…)

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0 · February 13, 2018 in Dealer Groups, Practice Management  

TAL Risk Academy Enhancements

TAL has released details of its 2018 Risk Academy schedule, which includes new courses and a new learning portal. (more…)

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0 · January 30, 2018 in Company News, Practice Management, Products, Services, Soft Skills, Training  

Government Proposes Jump in Licence Fee Costs

Financial advisers thinking of setting up shop under their own licence will be forced to pay higher licensing fees from 1 July next year, under new proposals released as part of the industry funding model for ASIC. (more…)

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1 · November 23, 2017 in Compliance & Regulation, Practice Management  

LIF – Have You Changed Your Business Model?

Our latest poll follows up on the 53% of advisers who said, eight months ago, they would be changing their business model because of the Life Insurance Framework reforms. (more…)

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3 · November 21, 2017 in Compliance & Regulation, Polls, Practice Management, Remuneration  

AMP Opens Assessment Tool to Non-aligned Advisers

AMP has released a practice diagnostic tool that measures ‘LIF readiness’ to advisers outside its aligned advice network. (more…)

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0 · November 21, 2017 in Company News, Compliance & Regulation, Practice Management, Training  

Aligned Advice Models Continue to Lose Numbers

Vertically integrated advice groups are losing around 10 per cent of their financial advisers each year with thousands set to move away from that advice channel in the next three years, according to a new consultancy firm. (more…)

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0 · November 6, 2017 in Dealer Groups, Practice Management, Remuneration, Services