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Showing 91 - 100 of 121 results for "risk advice"

AIA improves platform distribution with new launch

MARK SMITH  |  THURSDAY, 13 DEC 2012
... solutions which are going to free them of administrative hassle and enable them to focus on providing financial and risk advice," The launch follows the appointment of Sam Tremethick to the newly created role of National Manager, Strategic Partnerships ...

TAL crowned life company of the year

MARK SMITH  |  MONDAY, 26 NOV 2012
... respectively. CoreData's research has revealed that Australia's financial planners are becoming increasingly reliant on risk advice to drive business income. On average, the proportion of business income derived from insurance advice has increased to ...

Financial advisers recognised for social media strategy

STAFF JOURNALIST  |  FRIDAY, 16 NOV 2012
... panel member Baz Gardner has said, Zelman deserves 'The Influencer' Prize because the work he's doing in promoting risk advice on social media is setting up a new blueprint on how other risk advisers can effectively connect with their clients. "I feel ...

Zelman opens new advice business

LINDA HAUSKEN  |  FRIDAY, 5 OCT 2012
Melbourne-based life insurance specialist Aaron Zelman has opened up a new risk advice practice under the dealer group Synchron umbrella. The new advice practice, LifeScope, was created to provide expert risk-only advice to business owners, executives ...

AIA Australia expands with 13 hires

ELISE BURGESS  |  THURSDAY, 19 APR 2012
... can range from assisting in the development of client focused risk campaigns to transitioning to fee for service for risk advice. These services act as a complement to the product support provided to advisers looking to grow their risk businesses," said ...

Advice boutique gets image shake-up

CLAIRE MCGREAL  |  FRIDAY, 7 OCT 2011
... all its advisers a free paraplanning service for risk Statements of Advice, with plans to extend this to include any risk advice within superannuation or comprehensive investment advice over the next year.

FOFA fatigue prompts new Guardian offering

ELISE BURGESS  |  MONDAY, 26 SEP 2011
... Harris. The boutique dealer group plans to expand the free paraplanning offering over the next 12 months to include any risk advice within superannuation or even attached to comprehensive investment advice.

Advisers ignoring estate planning gold mine

ELISE BURGESS  |  THURSDAY, 8 SEP 2011
... absence of a valid will, while 45% of Australians do not have a valid will. Chris Unwin, practising risk adviser and risk advice consultant said one of the reasons estate planning is paid lip service by many advisers is that they don't have a process ...

Asteron takes on CFS FirstChoice risk offering

ELISE BURGESS  |  TUESDAY, 12 JUL 2011
Life risk advice provider, Asteron, has stepped up its relationship with Colonial First State, partnering with the FirstChoice platform to bring additional insurance options to its advisers. Effective from July 18, Asteron advisers will have access ...

New talent celebrated with AFA award

RACHEL DAVIS  |  TUESDAY, 7 JUN 2011
... Nominees must be based in a practice as an employee or as a principal and provide quality/holistic advice, including risk advice. Community contributions and appropriate educational background and qualifications are also conditions for eligibility. "The ...