Showing 31 to 40 of 54 articles: REBECCA SHEILS , ADAM TUCKER | THURSDAY, 11 DEC 2014 For advice to be truly effective, advisers must become proficient at identifying which segment their clients fall into and then know how to deliver on the unique needs of each segment. Read more TREVOR HARRIS | THURSDAY, 10 JUL 2014 This court case is something all risk writers and financial planners should acquaint themselves with. The human story behind the case also appeared on the ABC program 'Four Corners' on 5th May 2014 in a joint investigation with Fairfax Media ... Read more JOHN BROGDEN , DAMIEN GREEN | THURSDAY, 10 JUL 2014 To motivate behavioural change, insurers need to create tangible triggers: events or rewards, not fear and peace of mind. They need to use important life stages to make people think about protecting life. Read more JEFFREY SCOTT | TUESDAY, 25 MAR 2014 Insurance in superannuation will have significant changes over the next 12 months and we examine carefully three of these changes to help you prepare for them. Read more STEPHEN MILLER | WEDNESDAY, 3 APR 2013 There is scope to use a trauma policy to pay an NCIS under the temporary incapacity condition of release. Read more ALEX KOODRIN | TUESDAY, 15 JAN 2013 The use of business insurance trusts has a number of commercial advantages over conventional structures, including potential substantial cost savings Read more ROGER BRIDGES | THURSDAY, 1 MAR 2012 The global financial crisis (GFC) may have proved to be a turning point for the Australian economy and the way the Australian dollar (AUD) trades in the future. In this paper, Roger Bridges discusses the behaviour of the AUD in the decades leading up ... Read more GRAHAM HARMAN | THURSDAY, 1 MAR 2012 This paper looks at ways to "squeeze the lemon", and to work your asset portfolio harder. We clarify the mechanisms by which developments in security markets can impact an insurance company; identify which variables are within management control, versus ... Read more MARCUS CHENG | MONDAY, 5 DEC 2011 This paper assesses the current state of the life insurance market in Australia and looks at the different factors that impact on an individual's life insurance, in addition to how insurance serves various purposes. Read more JON DE FRIES | MONDAY, 5 DEC 2011 There's some debate and concern in financial advice circles about holding income protection insurance (IP) inside super. Following a favourable tax change in 2007, the issues have gradually intensified following an increase in the number of funds offering ... Read more |
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Two Brisbane advice firms merge
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HUB24, which owns Xplore Wealth, Class, and myprosperity, surpassed the $100 billion milestone at the end of March.
Why aged care advice needs tougher regulation
The lack of regulation around aged care advice has led to superficial and often conflicted advice, that can put older Australians at risk of elder abuse, according to Aged Care Steps, which is rallying for tougher protections and laws.
Cover Story
Passing the baton
LIAM ROCHE
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
Liam Roche's experience in customer relationships and paraplanning has set him up for success as a financial adviser. Now undertaking the Professional Year, the advice associate at Eureka Whittaker Macnaught tells Karren Vergara how a new breed of advisers is flying the flag.