Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 11 - 16 of 16 results for "Planner Risk"

One-third advisers switch insurance providers: survey

ELISE BURGESS  |  FRIDAY, 11 NOV 2011
... at least one insurance provider in the last 12 months due to poor support and service. The Investment Trends 2011 Planner Risk Report surveyed 729 financial planners, asking about their satisfaction with life insurers. Despite overall satisfaction with ...

Insurance platforms highly preferred: report

ELISE BURGESS  |  THURSDAY, 9 DEC 2010
... advisers with the life market now thriving, despite fear of regulatory change. According to the 2010 Investment Trends Planner Risk Report, around 80 per cent of advisers are writing some of their risk business via investment platforms while the average ...

AXA and Wealth.net split poses planner risk

RUTH LIEW  |  MONDAY, 7 JUN 2010
National Australia Bank stands to lose one of the most popular platforms among advisers if the bank decides to offload the North Wealth.net platform as part of its potential AXA buy. Advisers who use the Wealth.net platform have the highest level of ...

Better insurance tech from IRESS

COMPANY RELEASE  |  THURSDAY, 16 JUL 2009
... and supporting scalable levels of client service and reporting," he said. Results from the Investment Trends 2008 Planner Risk and Technology Report support Todd Kardash's observations. Mark Johnston, Investment Trends principal, confirmed "the report ...

XPLAN tops planners' list

RUTH LIEW  |  TUESDAY, 3 MAR 2009
... 49 per cent of planners use an IRESS application for their primary planning software. The Investment Trends 2008 Planner Risk and Risk Technology Report also highlights the importance that life insurance services played in 2008 as planners actively sought ...

Planners champion risk advice

RUTH LIEW  |  THURSDAY, 19 FEB 2009
... 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 report by Investment Trends, which surveyed over 1,300 advisers, nearly 26 per cent of a financial planning ...
PAGE:
2