Cultural Fit Key to Practice Sale
Selling a financial planning business involves far more than simply agreeing on a price, says the CEO of an Australian M&A company which specialises...
Regular Client Engagement Critical in Retention
Client engagement is high on the agenda at Australian firm Newlane Risk, where it uses every policy anniversary to contact the relevant client for...
Positive Signs for Australian Risk Advice
The overarching message shared by insurer TAL at six Riskinfocus 25 events held around Australia in recent weeks has been one of a positive...
Questions On Proposed Genetic Test Ban
In Australian news, a leading adviser organisation says life insurance premiums could rise if a Government ban on adverse genetic test results in life...
Zurich Launches ‘Flatter Pricing’ Option
In Australian news Zurich has released a new premium pricing option intended to offer choice to consumers and advisers, at policy commencement.
Called 'Flatter Pricing',...
Advisers Challenged to Step up at Claim Time
A key Australian industry service provider has called on advisers and advice businesses across the ditch to exercise greater diligence when preparing and submitting...
Renewed Push to Attract New Advisers
Australia's association for financial advice professionals, the FAAA, has renewed its calls for professionals from diverse industries to consider a career in financial advice.
The...
Seven Factors Driving Life Insurance Cancellations
In Australian news, cost-of-living pressures and higher premiums, coupled with demographic and health changes, have led many Australians to re-evaluate their life insurance, according...
Australia’s New Class of Adviser
The news that a new class of adviser is likely to become a reality across the Tasman in 2025 generated a huge amount of...