Consumers planning their retirement now have two new tools to help them make informed decisions, thanks to the Australian Securities and Investments Commission (ASIC).
Category: Services
Confirmation - Many Advisers Looking to Join Other Dealer Groups
October 19, 2011 – 9:14 am
Half of all advice practices are either considering changing licensees in the next twelve months, or have already done so in the past year.
MLC Unveils New Insurance Offer
October 17, 2011 – 12:33 pm
MLC has officially launched its new risk insurance product range, announcing it is targeting a 70% improvement in turnaround times for new insurance business.
MLC Extends Best Doctors Service
October 11, 2011 – 3:25 pm
MLC’s Best Doctors service offer will be expanded to include a range of online tools including a service which coordinates overseas medical appointments.
Advice Practices Changing Licensees
October 7, 2011 – 4:43 pm
Recent changes within the financial services industry have generated a climate in which advice practices are reconsidering their licensee choice and making moves to new dealer groups.
We want to know what you are thinking and where your practice is currently positioned. Our latest adviser poll asks:
AMP and Westpac Launch Accessible Advice Services
September 30, 2011 – 4:44 pm
AMP Financial Planning (AMP) and Westpac have both launched new services designed to make financial advice more accessible for consumers.
Launch of New Adviser/Client App Service
September 27, 2011 – 5:29 pm
The interactive adviser/client tool, iRisk Advisor, has been released into the Apple App store of online software applications.
Originally announced at the end of May 2011 (see: New Adviser/Client Interactive Tool), iRisk Advisor is an app package that includes interactive fact find and needs analysis software that flows through to insurance product quotations and online submission of life insurance applications.
Guardian Launches Free SoA Service
September 26, 2011 – 4:05 pm
Guardian Financial Planning is offering its advisers access to free risk Statements of Advice (SoAs) as part of a new para-planning service.
Ten Principles of Business Transition
September 14, 2011 – 2:06 am
The ClearFlyte Academy has recently released the final in its Ten Principles of Business Transition email series for advisers.
The Ten Principles of Business Transition are designed for advisers seeking to evolve their practices from commodity/product based propositions to specialised advice firms that are able to charge a fee for the range of services they provide and that can prosper in a post FoFA environment.
Mobile Phones To Boost Insurance Sales
July 28, 2011 – 5:34 pm
Mobile phone applications would make the purchase and renewal of insurance simpler, according to a report by Telstra.
