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Showing 21 - 30 of 121 results for "risk advice"

How advisers can capture young risk clients

KARREN VERGARA  |  WEDNESDAY, 14 APR 2021
... therefore ditch industry jargon where possible. Integrity Life managing director and chief executive Sean McCormack said risk advice has never been more challenged. For advisers, that leads to many questions. "Two of them are: How can I attract insurance ...

NEOS, ClearView lead satisfaction

ELIZABETH MCARTHUR  |  TUESDAY, 9 FEB 2021
... turnaround times will stand out." Investment Trends' research also found 80% of advisers had altered their delivery of risk advice in response to the COVID-19 pandemic. Advisers said they engaged with their clients more frequently (30%), scrutinised ...

ASIC reviewing risk advice, pushes for scaled advice

ANNABELLE DICKSON  |  WEDNESDAY, 14 OCT 2020
The Australian Securities and Investments Commission is conducting a review of life insurance advice and plans to consult with the industry on scaled advice this year. Speaking at the Association of Financial Advisers Conference, ASIC senior executive ...

Hume calls out ERS fake news

ELIZABETH MCARTHUR  |  MONDAY, 27 JUL 2020
... Review approaches in 2021, McCormack said he hopes to see remuneration reconsidered so that "we don't see good life risk advice become the domain only of the very, very wealthy". In a poll to the audience, rebuilding community trust and meeting consumer ...

AZ NGA makes 64th acquisition

ELIZABETH MCARTHUR  |  THURSDAY, 30 APR 2020
AZ Next Generation Advisory (AZ NGA) has acquired a material interest in a risk advice business with offices in Sydney and Brisbane. Certe Wealth Protection is a specialist risk insurance advice business that currently employs four advisers and seven ...

Top asset consultants named

ELIZA BAVIN  |  MONDAY, 27 APR 2020
... two years, and are delighted to note our top rankings in international manager research, capital markets research, risk advice and assessment, and dynamic/tactical advice," Goss said. "Indeed, we ranked first or second in every sub-category of the survey's ...

What people really think about life commissions

ELIZABETH MCARTHUR  |  TUESDAY, 21 JAN 2020
... said. "There are a growing number of consumers who are interested in fees as an alternative payment structure for risk advice which means it's important for advisers and product manufacturers to offer consumers multiple options when it comes to paying ...

Risk advisers a dying breed: Research

HARRISON WORLEY  |  WEDNESDAY, 20 NOV 2019
... advisers are considered risk specialists - those deriving more than 50% of their total practice revenue from providing risk advice. Five years ago, the number stood at 34%. Investment Trends senior analyst King Loong Choi said more advisers were diversifying ...

Boutique AFSL acquires advice practice

JAMIE WILLIAMSON  |  THURSDAY, 5 SEP 2019
A boutique financial advice group has acquired a Parramatta-based firm focused on risk advice. Profile Financial Services has acquired Orion Financial Group, a risk-focused advice practice established 35 years ago in Parramatta. The Orion Financial ...

What is holding Aussie robo advisers back?

KANIKA SOOD  |  WEDNESDAY, 14 AUG 2019
... average of 37 ETFs while building portfolios but their Australian counterparts only used a media on 11 ETFs. Super, risk advice hard to find in robos Robo advisers ask a client a set of personal financial questions to determine their risk profile through ...