Education
CFP review delayed, not immediate focus
The FPA is weighing up how it can reshape the CFP designation after being blindsided by FASEA, but the review the association announced in December is on hold, for now.
Tahn SharpeJanuary 31, 2019
zurich
Featured Homepage Posts
It pays to be nimble in A-REITS
Active management is vital for managers seeking to exceed benchmark returns in the current environment.
Meredith BoothAugust 8, 2018
Contributors
Submissions to Senate LIF legislation review reveal concerns
Of the sizeable number of submissions, the two made by FSC member life insurers show differences of opinion. Phil Anderson reflects on these.
Phil AndersonApril 7, 2016
Risk & Insurance
Don’t look now, but peace may have broken out in Risk-land
Despite a few hangers-on hoping for a last-minute reprieve, risk advisers have now largely accepted the inevitability of the Life Insurance Framework’s (LIF) reforms, according to Zurich. “There’s an overarching sentiment that, while you’ve got a small core of people who are potentially still not fully embracing of the need to change … the train […]
Glenn FreemanNovember 5, 2015
Opinion
Mind the gaps, and sell financial planning for its benefits
Financial planning suddenly seems to be full of holes. Or, perhaps more accurately, gaps – gaps in people’s financial literacy; and gaps in the adequacy of savings. They’re not the same sorts of gaps, of course. One is a lack of understanding or knowledge; the other is an actual dollar shortfall. But they seem to […]
Simon HoyleAugust 11, 2015
Technology
Planners should imagine themselves in clients’ shoes when considering mobile technology
It doesn’t have to be costly or complicated for financial planners to leverage mobile channels of communication with their clients, according to Dr Rebecca Sheils, director, Beddoes Institute. Beddoes recently collaborated with the Association of Financial Advisers (AFA) and Zurich in compiling Connected Convenience – a cross-generational report into the uptake of mobile technology by […]
Glenn FreemanJuly 26, 2015
Risk & Insurance
Attempting a do-it-yourself response to risk product design
The traditional risk product development process is defined by a top-down approach, extending from the life insurer to the financial planner or risk adviser and only then to the consumer. Insurers insist that consumer and adviser feedback heavily influence their product design. However, the fact remains that most Australian financial services (AFS) licensees and planners […]
Glenn FreemanJuly 2, 2015
Risk & Insurance
Life companies also need to lift their game amid the risk industry shakeup
Australia’s life insurers need to improve their efficiency and become more agile in delivering the products advisers and their clients need, says Philip Kewin, general manager – retail of Zurich Life and Investments. “We have to become more efficient in delivering the product to market, so we make the most of all the technology delivered […]
Glenn FreemanJune 16, 2015