Thursday, May 19, 2022

New Agency to Protect Advisers Against Cybercrime

0
The host of a popular financial advice podcast, who is a former adviser, has launched a cybersecurity agency to protect financial professionals against the growing risks of cybercrime. Fraser Jack,  host of the XY Adviser...

Latest Poll – Risk Advice Reality Check

1
Our latest poll is intended to serve as a reality check for what's most important for advisers - risk specialist or otherwise - when it comes to continuing to offer life insurance advice in...

Risk Market Sales See Solid Growth

0
Both individual risk lump sum and individual risk income markets experienced solid growth in the year to December 2021, according to Plan for Life’s Market Overview. In the individual risk lump sum market, the actuaries...

Two-way Integration of Tech Firms to Deliver Real-Time Insurance Quoting

0
Financial advice “disruptor” Asendium has announced its integration of insure-tech firm Omnium to provide advisers with real-time insurance quotes as part of their advice delivery. A statement from Asendium notes that Omnium has been providing...

Growth of Boutique Licensee Sector

0
Boutique firms are the only sector in the licensee space to have experienced any growth in recent years, according to Adviser Ratings. In its latest ‘Musical Chairs’ quarterly release, the firm reports that since 2017,...

Lump Sum New Business Sales – Good and Bad News

1
There was an overall increase in individual risk lump sum new business in 2021, but sales in the final quarter of the year declined, according to latest DEXX&R data. While the researcher reports individual risk...

Poll Results – Gloomy Outlook for Risk Specialists

0
Our latest poll results suggest a tough road ahead for specialist risk advisers. A strong majority of around four in five of those voting in our poll - 81% as we go to print -...

Door Open on 80/20 Commissions?

6
In what remains an uncertain future for the decreasing number of risk specialist advisers in the Australian market, the ongoing debate around commission levels and the viability of risk-focussed advice businesses generated the most...

Taking a Blue-Sky Perspective on QoA Review – AFA

1
In unpacking the Quality of Advice Review, the AFA wants to start with a blue-sky perspective and look at how the industry can make a quantum leap in improving the regime in front of...

Godfrey Phillips Joins AFAN

1
Industry elder statesman, Godfrey Phillips OAM, has joined financial services co-operative, Australian Financial Advisory Network. A release from Queensland-based AFAN notes Phillips, a 46-year risk specialist adviser who has decided not to undertake the Adviser...