Tuesday, October 15, 2019

Practice management

Building Effective Referral Relationships

Managing Director of Triplejump Group Holdings, Cecilia Farrow, explains the value of establishing referral relationships and how to get to know them, educate them...

Law Firm Concerned with Complexity of CoFI Review and FSLAA Reform

KensingtonSwan has voiced its concern on the increased complexities of financial sector law and the potential impact of financial advice providers. This follows the...

Buy Prices Fall For Risk Books in Australia

Radar Results Principal, John Birt, says that prices offered for financial planning and risk books have declined in Australia. A summary of over 130 financial...

Insights From a 20 Year MDRT Adviser

Auckland-based financial adviser and MDRT member for the past 20 years, Emily Tsai of Asia Insurance Advisers shares insights on how to keep your...

Advisers Get a Preview of Transitional Licensing Process

*Updated content* Advisers around the country have had an in-depth look at the new transitional licensing process opening in November 2019. Announced in August, the FMA...

The Adviser Platform Partners With New F&G Solution for Risk Advisers

The Adviser Platform (TAP)   has announced an exclusive partnership with Fire and General platform, Blanket. Blanket gives risk and mortgage advisers the ability to...

ClearView Pays-Up For Poor Life Insurance Advice

In Australia, ClearView Financial Advice has offered $730,138 in financial compensation to 215 clients, following the completion of a review and remediation program for...

MDRT Inaugural Global Conference Wrap

Million Dollar Round Table (MDRT) held its inaugural Global Conference in Sydney last week, increasing its cross-continent representation for the association’s 72,000 life insurance...

Bright Ideas Shared at MDRT Global Conference

Million Dollar Round Table (MDRT) held its first ever Global Conference in Sydney this week. The four day conference drew in over eight thousand delegates...

Poll Results – Time to Grow

In our latest poll, we asked whether you intended to expand your team and bring onboard new advisers in 2020. At the time of writing,...