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Showing 41 - 50 of 131 results for "risk advice"

CPA, CAANZ designations approved

KANIKA SOOD  |  THURSDAY, 18 JUL 2019
... and superannuation, financial planning fundamentals, superannuation and retirement planning, investment strategies, risk advice and insurance and financial risk management. In addition to recognising CPA, advisers who have completed coursework to attain ...

ClearView defends risk advice commissions

KARREN VERGARA  |  TUESDAY, 26 MAR 2019
ClearView is countering Commissioner Kenneth Hayne's recommendation to reduce or eliminate commissions financial advisers earn from life insurance products. It is "way too early," ClearView wrote in an email to advisers, to consider tinkering with ...

Up close and personal: Women in financial services

JAMIE WILLIAMSON  |  FRIDAY, 8 MAR 2019
... farm when Helen was born, cooking for the shearers, et cetera. Keep reading. Jodie Douglas, principal, Mad About LIFE Risk Advice Having first dipped her toes into the world of financial services, assisting customers with car loans, Jodie Douglas took ...

Risk advice a hard sell: Research

KARREN VERGARA  |  THURSDAY, 7 MAR 2019
... will pay for life insurance advice, but also reinforces the fact the majority are unwilling to be out of pocket. The Risk Advice Disconnect whitepaper revealed a minimal number (8%) of consumers will pay more than $1000 for out-of-pocket life insurance ...

Synchron renews calls on risk advice separation

KANIKA SOOD  |  FRIDAY, 1 FEB 2019
Synchron director Don Trapnell is sticking by his long-held view that if risk advice and financial advice are not separated, dedicated risk advisers will exit the industry in droves. "Australians need access to both life insurance advisers and financial ...

Royal Commission sparks risk book sell-off

JAMIE WILLIAMSON  |  FRIDAY, 14 DEC 2018
... Prices paid for these risk books have differed, moving between two and three times recurring revenue. For large scale risk advice businesses, those with between $1 million and $3 million on their books can command far higher multiples. Last year, the ...

Advisers divided over health programs

KARREN VERGARA  |  THURSDAY, 23 AUG 2018
... currently using health and wellbeing programs, on average. The 2018 Planner Risk Report said adviser revenues derived from risk advice have been impacted by numerous factors. On average risk advice revenue was 25%, down from 26% in 2017, and 32% in 2015. ...

AstuteWheel speeds up risk advice timeframe

KARREN VERGARA  |  FRIDAY, 29 JUN 2018
Financial planning software provider AstuteWheel launched its latest tool which slashes the risk advice process to one hour. Astute Insurance Planner was created in partnership with an OmniLife app and YTML to integrate different systems and help financial ...

Is risk advice at risk?

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2018
... FASEA's proposed measures as "a grave disservice to the community" as they have the potential to completely kill off the risk advice sector. "We believe the Government is trying to force life advisers, who are engaged in helping people to make simple ...

LIF reforms to drive specialised advice industry

ALEX BURKE  |  WEDNESDAY, 14 FEB 2018
... "reflect and ensure we are well placed to leverage what the new era will offer." This means developing a specialised risk advice framework that is supported by "alliances with fellow professional service firms." As an example, Handley cited how Bombora ...