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Showing 41 - 50 of 121 results for "risk advice"

Life insurance inflows stable: Research

KARREN VERGARA  |  MONDAY, 8 JAN 2018
... The Life Insurance Framework (LIF), which rolled out on 1 January 2018 will be the strongest test of fee-for-service risk advice, a model seen as imperative to the financial advice industry's future, according to industry experts. From January financial ...

AFA to launch investigation into adviser misconduct

JAMIE WILLIAMSON  |  FRIDAY, 22 DEC 2017
... best interests of his clients in regards to SMSF advice, while Cannon and Pianta were both found to have provided risk advice that did not meet the standards required of a financial adviser and did not comply with financial services law. As a result ...

Fee-for-service faces ultimate risk test

DARREN SNYDER  |  TUESDAY, 19 DEC 2017
Rollout of the Life Insurance Framework (LIF) on 1 January 2018 will be the strongest test of fee-for-service risk advice, a model seen as imperative to the financial advice industry's future. Industry experts say the critical component to make fee-for-service ...

Fee models an art, not a science

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... options. The AFA 2017 National Adviser Conference will hear from four industry experts about integrating fees into risk advice practices on Friday. Speaking at the session is AMP national development manager - wealth protection, Melinda Fox. She says ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... their secrets on how to build your own media brand and in another room, experts discuss how to integrate fees into risk advice. Julian Plummer from Midwinter does a live hack, scaring the bejeesus out of the delegates in the room who are green to cybersecurity ...

Risk advice firm partners to launch claims service

ALEX BURKE  |  MONDAY, 9 OCT 2017
A specialist risk advice group has partnered with a third party life insurance claims administrator to launch a claims handling service for policyholders. Australian Financial Risk Management (AFRM) and Gallagher Bassett (GB) unveiled AFRM Claims Advocacy ...

MBS Insurance welcomes two partners

KARREN VERGARA  |  WEDNESDAY, 23 AUG 2017
Specialist risk advice practice MBS Insurance promoted two of its financial advisers to partners. Both Chris MacKenzie and Brent McCullough joined Sydney-headquartered MBS Insurance about five years ago. MacKenzie joined the firm as an insurance adviser ...

MyState advice arm grows

JAMIE WILLIAMSON  |  FRIDAY, 18 AUG 2017
... Sulicich said. "Our strengthened financial planning team helped increase revenue from new statements of advice and risk advice, and funds under advice grew from $738 million to $778 million at the end of the year." In contrast however, trustee services ...

AFA launches conference program

JAMIE WILLIAMSON  |  WEDNESDAY, 16 AUG 2017
... to a range of topics including building consumer trust through higher professional standards, integrating fees into risk advice, the role of the adviser in the claims process and where the threshold lies between general and personal advice. Delegates ...

Research exposes adviser pricing models

KARREN VERGARA  |  WEDNESDAY, 17 MAY 2017
... last five years, while 17% have stayed about the same. More advisers are also charging some iteration of fees for risk advice, and those replacing commissions with fees have also increased since the last report released two years ago. The recently launched ...