The Australian Million Dollar Round Table (MDRT) organisation is running a series of risk-focused adviser roadshows around the country in February.
Featuring presentations by highly successful Australian and international advisers, the focus of the roadshow presentations will be on how advisers can unlock their minds to achieve personal and business growth by investing in themselves.
An updated version of the iRisk Advisor software package has been released into the market. Designed as an Apple iPad-based communication and sales aid for advisers, Version 2 of this service offers a number of enhancements, including:
Advisers who do not have a mobile-accessible website will be missing out on 50% of all web browsers, according to a US financial planning marketing expert.
The Australian Securities and Investments Commission (ASIC) has accepted an Enforceable Undertaking (EU) from an adviser who failed to meet various client obligations, including the disclosure of fees.
Individual lump sum insurance sales have exceeded $1 billion for the first time, according to the latest market analysis from DEXX&R.
CoreData has announced Ipac Securities as its Advisory Group of the Year for 2011, based on its ability to acquire prospective clients.
Zurich Financial Services has suggested a number of tips for advisers to assist with a positive start to 2012.
Australian consumers are still confused when it comes to the issue of financial adviser independence, according to a new survey by Roy Morgan.
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