Common Practice May Not be Best Practice
GUEST COLUMNIST – TONY VIDLER
Just because a methodology has become the accepted norm, it does not automatically translate into that being the best way...
FAPs Are Making Hard Work of Compliance
Our report that most FAPs are over-complicating the job of meeting their regulatory compliance obligations struck a chord with Riskinfo readers this week...
Most FAPs...
Aussie Risk Advice Practices Rise in Value
Buying and selling agency Radar Results says the value of risk advice practices rose last year in Australia.
The firm's CEO John Birt says that...
Why Advisers Need to Double-Down on Client Relationships
The best way to future proof your brand and business is to double-down on your client relationships, to lock in customer loyalty, and transition...
Trust and Service are the Keys to Growth
Consumer trust in large financial institutions is slipping away, says CoreData Group’s founder and CEO Andrew Inwood.
Speaking at the global MDRT 2023 conference in...
The Value of Statutory Liability Cover for Advisers
GUEST COLUMNIST – CLINTON STANGER
Liability cover for financial advisers often focuses on professional indemnity. However, FAPs can be exposed not only to new legislation,...
Swiss Re Report Highlights Underinsurance
GUEST COLUMNIST – KATRINA SHANKS
New research from Swiss Re points to mounting economic pressures contributing to a reduction in the levels of insurance. Katrina...
Doing Just Enough May be Good Enough
Our report on a presentation at the 2023 MDRT Annual Meeting that great advisers should do just enough for their clients – and no...
Empower Clients Through Plain Language
GUEST COLUMNIST – KATRINA SHANKS
Having the ‘curse of knowledge’ means advisers need to translate technical terms into plain language when it comes to advising...