Category | Uncategorized

Veteran AFA Adviser Recognised with Michael Murphy Award

Veteran financial adviser, Godfrey Phillips, has been recognised for his service to the profession and the Association of Financial Advisers (AFA) in particular, by being named as the recipient of the AFA Michael Murphy Award. (more…)

Continue Reading
· October 12, 2017 in Uncategorized  

News in Brief

Fox Makes Kokoda Trek for AFA Foundation; MBS Insurance Promotes Two; AFA and FPA Announce Headline Speakers (more…)

Continue Reading
0 · August 22, 2017 in Uncategorized  
iStock-502733644

Insurers Aiming to Define Churn

Life insurers are working with ASIC to reach an industry definition around ‘churn’ but are still dealing with it on a case by case basis, according to the heads of a major life insurer. (more…)

Continue Reading
8 · August 21, 2017 in Uncategorized  

FPA Continues Call for Tax Deduction on Advice

The Financial Planning Association (FPA) has continued its long running campaign to make advice fees tax deductible stating the cost of advice has deterred some people from seeing an adviser. (more…)

Continue Reading
· March 28, 2017 in Uncategorized  
iStock-468783600

Complexity of Insurance Taxes Deters Consumers

The Financial Planning Association (FPA) has called for the equalisation of the taxation treatment of life insurance benefits and the wider application of tax deductibility on premiums to remove complexity for consumers and create incentives to purchase life insurances. (more…)

Continue Reading
· January 29, 2017 in Uncategorized  
istock-536037309

ASIC Called to Publicly Name Errant Advisers

The Australian Securities and Investments Commission (ASIC) should be given the authority to publicly report individual advisers and their licensees for misconduct according to a report from a Parliamentary Committee examining the financial services of the four major banks. (more…)

Continue Reading
· November 25, 2016 in Uncategorized  
iStock_60202832_LARGE

Market Like a ROCK Star

A US marketing expert has shared with advisers how they can transform themselves from marketing rookies into marketing experts…

Continue Reading
0 · June 22, 2016 in Uncategorized  

Life Insurance Costs Double for Smokers

Life insurance costs are more than doubled for some of those who smoke cigarettes and may lead to a lack of insurance at some ages according to financial products rating service CANSTAR. (more…)

Continue Reading
0 · May 31, 2016 in Uncategorized  
mdrt2015

New US Initiative to Assist Advisers Educate Clients

A non-profit support organisation for US advisers has released a new service designed to assist them market to and educate their clients about the the nature and value of life insurance.

Continue Reading
· June 10, 2015 in Uncategorized  

LIAWG Failed to Deliver on Terms of Reference – AFA

AFA CEO Brad Fox has expressed his disappointment that the Life Insurance and Advice Working Group failed to deliver on its original Terms of Reference. (more…)

Continue Reading
15 · April 21, 2015 in Uncategorized