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Showing 121 - 130 of 131 results for "risk advice"

AFA calls for Rising Star in advice

... years or less, be based in a practice either as an employee or as a principal, provide holistic advice (including risk advice) and have made contributions to the community. Nominations close on 31 July and the winner will be announced at the AFA National ...

Planners champion risk advice

RUTH LIEW  |  THURSDAY, 19 FEB 2009
Risk advice is today high on the agenda of advisers' businesses as a new survey shows advisers earn over a quarter of their practice revenue from risk products - a 30 per cent jump from 2007. According to the latest planner risk and risk technology ...

FPA to offer Life Risk course

... specialisation," said Bloch. The FPA is still in talks on who would deliver the program but said registrations for Life Risk Advice will start in the second half of this year. The FPA is accepting applications for registration to its first program, Life ...

KNM appoints wealth head

MICHAEL HOBBS  |  WEDNESDAY, 7 NOV 2007
... Queensland but also through New South Wales and down into Victoria," he said. For 25 years KNM has providing insurance risk advice to more than 4000 clients including small businesses, SMSFs, accounting practices and individual clients in Queensland. ...

Coin rolls out insurance in updated software

KATE HAGE  |  WEDNESDAY, 11 OCT 2006
... adviser's desktops, is integrated into their financial planning software and provides a risk only statement of advice. "Risk advice is now more efficient. It's all built up within coin, allowing advisers to move between investment planning and risk planning ...

Tandem welcomes Insight aboard

HAMISH MADDEN  |  TUESDAY, 15 AUG 2006
... looking to build on our considerable expertise in retirement and investment planning, with the provision of high quality risk advice. We believe that Tandem is the only licensee that can offer the kind of front and back office support that would allow ...

Risk-Easy debuts with more than 120 dealers in books

In a clear sign of the growing demand for risk management outsourcing, risk advice and administration services provider Risk-Easy has signed up more than 120 dealer groups and financial adviser clients since its June launch. Risk-Easy's founding managing ...

Equity Financial Services acquires planners but seeks risk advisors

... unbiased" use of a variety of different platforms. Meretz went on to add that the group is seeking to expand its financial risk advice services, due to client demand and to cover a burgeoning gap in the market. "As a dealer group we notice a shortage ...

Mercer announces two new staff additions

... Rice Walker Actuaries and previously Bridgeport Advisors. Pitts has bee tasked with the development of the company's risk advice service and self managed superannuation funds. Janis Marsh is the other appointment, joining the group's Adelaide operations ...

New faces at Tower

... of Risk Marketing Specialist based in Sydney, after leaving her previous position as National Business Development, Risk Advice at ING. Tower said the appointments would strengthen the group's focus on sales and service, and follow its decision to concentrate ...