On Practice

How to change: Seven steps to advice business transitions

Switching your investment model, pricing structure or even crossing over to managed accounts needs to approached as a project, not a problem, according to David Haintz.

David HaintzJune 18, 2019

AFA/FPA confirm alliance, join life insurance movement

The FPA and AFA’s new taskforce, an extension of an alliance the two representative bodies confirmed in May, adds weight to the life insurance industry's ‘single voice’ movement.

Matthew SmithJune 17, 2019

‘Not all commissions are bad’: Insurance advisers find a single voice

Policy experts, practitioners, representative bodies and business leaders gathered together to establish a single voice in support of better consumer outcomes and a sustainable sector ahead of a landmark review.

Matthew SmithJune 11, 2019

On Practice

Advisers sticking around will pay up for services

Advisers have a reasonably high tolerance for licensing fees to continue to increase, but the bar has been raised on the quality of services they expect.

Matthew SmithJune 6, 2019

Remuneration

Why the second 100 clients are far less profitable than the first

US adviser and industry heavyweight Michael Kitces gives his thoughts on the economics of growth in advice firms across the world.

Michael KitcesMay 28, 2019

Remuneration

ASIC asks licensees for grandfathered commissions status

In the first salvo of the industry’s move to extricate grandfathered commissions, the regulator sent letters to several licensees recently asking how much of it is on their books.

Tahn SharpeMay 24, 2019

Risk & Insurance

Synchron head flew to UK to uncover real commissions story

The co-founder of Australia’s second-largest life insurance adviser network reveals how the Towbridge Report prompted him to search for the truth about risk commission bans.

Tahn SharpeMay 23, 2019

Marketing

Where we’re going wrong with client onboarding

Many advisers are missing a big opportunity to help consumers better understand the financial planning process and how recommendations will be made on their behalf during the onboarding process.

Sarah PennMay 20, 2019

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On Practice

On Practice

How to change: Seven steps to advice business transitions

Risk & Insurance

AFA/FPA confirm alliance, join life insurance movement

Risk & Insurance

‘Not all commissions are bad’: Insurance advisers find a single voice

On Practice

Advisers sticking around will pay up for services

Remuneration

Why the second 100 clients are far less profitable than the first

Remuneration

ASIC asks licensees for grandfathered commissions status

Risk & Insurance

Synchron head flew to UK to uncover real commissions story

Marketing

Where we’re going wrong with client onboarding

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