July 3, 2019
Financial planners have indicated that compliance burden remains their top challenge, according to the latest findings from research firm Investment Trends. (more…)
Category | Practice Management
ASIC Bans Queensland Insurance Adviser
June 28, 2019
A Queensland financial adviser from Beenleigh has been banned by ASIC who found the advice he provided did not take into account the individual circumstances of his clients because he used a templated approach for all clients. (more…)
AstuteWheel Initiative
June 26, 2019
Client engagement solution, AstuteWheel, has launched a third generation of software that includes a regtech solution for financial planners. (more…)
Royal Commission Placing Pressure on Business Valuations
January 7, 2019
Financial advisers with smaller risk books are looking to exit the market as soon as possible, fearing an impact on business valuations from the Financial Services Royal Commission, according to one business broker. (more…)
ClearView Launches Dealer Services Offering
November 20, 2018
ClearView has expanded the services offered by its financial advice arm with the creation of a dealer services offering for advisers who hold their own Australian Financial Services Licence. (more…)
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0 · November 20, 2018 in Company News, Dealer Groups, Practice Management, Services
0 · November 20, 2018 in Company News, Dealer Groups, Practice Management, Services
Consumers Want More Adviser Contact For Insurance
November 15, 2018
Only half of advisers are conducting regular reviews of their client’s life insurance despite nearly 90 percent of clients wanting some form of contact every year, according to a new report from MetLife Australia. (more…)
Adviser Study Quantifies Value of Client Centric Practices
September 28, 2018
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
0 · September 28, 2018 in Associations, Practice Management, Practice Marketing, Products, Services, Soft Skills
Practice Sales Spike Over LIF and Education Concerns
August 28, 2018
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…)
Affinia Expands Into Licensee Services
August 3, 2018
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
0 · August 3, 2018 in Company News, Dealer Groups, Practice Management, Products, Services
Risk Advisers Will be Driven Out by Over-Education
February 27, 2018
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
15 · February 27, 2018 in Compliance & Regulation, Practice Management, Services, Training
