Search Results | Showing 101 - 110 of 121 results for "risk advice" |
| | | ... cent. They also said the ban on risk commissions from superannuation would mean clients would be charged up front for risk advice, locking out the poor. In the wake of the FOFA announcement, one adviser told Financial Standard that planners would not ... |
| | | | ... practices. "Guardian has also identified a number of strategic growth opportunities over the next few years in the risk advice market, and these will drive a differentiated value proposition and add tremendous value to the businesses of our advisers," ... |
| | | | ... appointed Mark Stubbings in the newly-created role, Head of Risk. In the new role, Stubbings will be responsible for risk advice across the group, the strategic direction of risk product development and managing relationships with risk product providers. ... |
| | | | Six in ten Australians are less likely to seek risk advice if they have to pay fees upfront rather than through commission paid to their financial adviser, a consumer survey found. The survey differs from previous surveys done on the commission versus ... |
| | | | Some 80 per cent of advisers use platforms to write risk advice, according to latest figures from Investment Trends research. This goes against the theory that many advisers are threatened by Future of Financial Advice (FOFA) reforms, with platforms ... |
| | | | ... risk-related advice is core to a typical financial planning business. The CoreData Risk Study 2010, which looked at risk advice in the past 12 months, found that new clients contributed to 48.7 per cent of the average adviser's total risk income. The ... |
| | | | ... Private Wealth. Patrick Dieter, head of insurance advice, said the rising demand from Macquarie clients regarding risk advice resulted in the appointments, with clients now far more cautious and requesting holistic wealth protection strategies. "The ... |
| | | | ... firm's call centre. Like other insurers, Zurich has seen more financial advisers use tele-underwriting to provide risk advice to more clients. The channel means advisers do not need to complete customers' personal statements and instead Zurich speaks ... |
| | | | ... "[Meysztowicz] will be focused on delivering a market leading licensee offering for advisers who specialise in life risk advice. This offering will complement OAMPS' existing insurance broking solutions for its SME and corporate clients," said Keith ... |
| | | | ... a tiny sum in comparison. Jim Taggart, managing director of the group and founder of financial planning group and risk advice provider Taggart Nominees, said the product took more than 12 months of planning. To date, the group has secured three money ... |
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