Search Results | Showing 1 - 10 of 16 results for "Planner Risk" |
| | | ... life insurance has more than halved in the last five years, according to Investment Trends research. In its 2019 Planner Risk Report released today, Investment Trends revealed just 15% of advisers are considered risk specialists - those deriving more ... |
| | | | ... programs remains low with just one in 10 clients 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 ... |
| | | | ... concerns with the former financial adviser, Mr Sudhir Sinha, through the use of its proprietary data analytics tool, Planner Risk Insights. Following detection, Westpac commenced an investigation, suspended Mr Sinha in September 2014 and subsequently ... |
| | | | ... continue investing in our systems and technology," he added. Blaxland-Walker highlighted the Investment Trends 2017 Planner Risk report as evidence for the need to add these enhancements to AQUA. The report found that 70% of planners seek additional ... |
| | | | ... at least one life insurer in the last 12 months and a further 27% intend to follow suit. Investment Trends' annual Planner Risk report for 2017 shows a record 47% of planners changed life insurer last financial year, up from 45% in 2016 and 35% in 2015 ... |
| | | | ... anticipate the impacts of pending Life Insurance Framework (LIF) reforms, according to the Investment Trends 2016 Planner Risk Report. According to the report, the average adviser has seen risk advice fall from 35% of total practice revenue in 2015 to ... |
| | | | ... models should the Trowbridge recommendations be implemented, according to Investment Trends research. The June 2015 Planner Risk Report suggests most (roughly 75%) financial advisers believe the Trowbridge reforms will be implemented to a certain extent ... |
| | | | ... insurers according to the latest data from wealth management researcher Investment Trends. The Investment Trends' 2015 Planner Risk Report also found that planners are likely to continue their level of insurer switching over the next 12 months. More ... |
| | | | ... increased the numbers and the typical planner now uses 3.7 insurers, up from 3.4 in 2013, the Investment Trends 2014 Planner Risk report shows. But levels of insurer switching remain high, with 40% of advisers saying they stopped using at least one insurer ... |
| | | | ... of advisers have either stopped or reduced the use of an insurer in the last 12 months, an Investment Trends 2013 Planner Risk Report shows. Those leaving their insurer don't necessarily start using another provider, with the average number of insurers ... |
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