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Risk Platform Sales Strong
Platform risk sales continued to grow strongly in 2010, according to a report issued by Investment Trends, which also found a growing proportion of advisers writing some risk via platforms.
The Investment Trends Planner Risk Report...
Best Initiatives in 2010
riskinfo has identified two' first-to-market' offerings it considers to be the best initiatives released by the life companies during 2010.
Both these initiatives have their supporters and critics, and we acknowledge the validity of differing points of view.
But from the perspective...
Client Focus Shifting to Risk Insurance
Client focus is shifting towards risk protection and away from investment returns, according to latest findings from CoreData.
... clearly a reflection of the shift in client focus from return to risk
In what the researcher...
TOWER Technology First – Accelerate Connect
TOWER Australia and IRESS Market Technology have announced the launch of Accelerate Connect, a straight through link between research and application technology.
Described as an Australian first, TOWER Australia head of distribution, Patrick O'Connor, said Accelerate...
Asteron Risk Appointment
Asteron has announced the recent appointment of Katherine (Kate) Ashby as its Risk Product Research Manager.
Ms Ashby was recruited to Asteron from IRESS Wealth Management, where she was the firms' Principal Research Analyst for...
Zurich on Board for XPLAN Premium Validation
Zurich is the latest insurer to join the XPLAN real time insurance premium validation facility.
Real time premium validation is designed to make the risk insurance quotation and application process as streamlined as possible by...
Centric Wealth Chooses XPLAN
Dealer group, Centric Wealth Advisers, has entered into a supply agreement with IRESS for its XPLAN web-based adviser desktop solution.
This announcement from Centric Wealth follows a period of growth for the dealer, which has...
Poll Results – Now is a Good Time for Business Insurance
Vote Now!
Advisers have indicated they are set to write higher volumes of business insurance in future.
At time of publishing, 79% of those who responded to our latest poll indicated they expected to write more business insurance. ...
XPLAN Top in Adviser Satisfaction
IRESS's financial planning software package, XPLAN, has emerged as the highest rated planning application for advisers.
The results are contained in the most recent Planner Technology Report from Investment Trends, which sees XPLAN rated highest by...