AIA Revise Trauma and Life Policy Benefits
Our report that AIA has made a number of changes to its living products attracted high adviser engagement this week...
AIA has updated the benefits...
Partners Life Updates Trauma Cover
News that Partners Life is providing a more flexible TPD option for those taking out trauma cover with the firm attracted high adviser engagement...
Understand The Buying Journey of Your Clients
Catching the attention of most advisers this week was a guest columnist's suggestion to adopt a softly-softly approach when presenting clients with unexpected or...
Fidelity Gives Advisers an Edge
Most adviser engagement this week was focused on our report that Fidelity Life is to expand and enhance its offering to upskill the advisers...
Poor Record Keeping Tripping up FAPs
Our report that inadequate record keeping has been identified as a common compliance issue attracted plenty of interest among Riskinfo readers this week..
Inadequate record...
Experienced Adviser Pathway Becomes Law in Australia
Our report on a new law in Australia giving education exemptions to experienced advisers, who would otherwise be unable to continue working in the industry, attracted...
Complaints to Financial Ombudsman up 25%
Our report that the FSCL's Ombudsman has seen a steep rise in complaints attracted lots of attention among Riskinfo readers this week…
Complaints to dispute...
Keep Client Consults Super Simple
GUEST COLUMNIST – TONY VIDLER
To be effective as financial advisers we need to begin by focussing on the burning needs of our clients –...
Consultation on New Conduct Outcomes – FMA
Generating interest among Riskinfo readers this week was confirmation by the FMA of a proposed set of consumer and market outcomes it believes the...