TIM SANDERSON | MONDAY, 1 AUG 2011 This paper, Life insurance through super - optimising clients' incomes, examines considerations for an adviser when assessing life insurance within the superannuation. Read more STEPHEN GRAHAM | MONDAY, 27 SEP 2010 According to recent Lifewise / NATSEM research, 95 per cent of Australian families don't have adequate insurance cover. This dramatic level of underinsurance provides a significant opportunity for financial advisers, especially when the client's superannuation ... Read more MARK STORY | MONDAY, 27 SEP 2010 What comes first, the insurance cover or the underlying business succession strategy? As Melbourne-based company directors discovered by default - no business should have one without the other. Read more MARK PATTERSON | THURSDAY, 14 JAN 2010 Once upon a time, insurance lived in the realm of specialist risk advisers only. Today, through innovation, new technologies and necessity, insurance products have evolved and are simpler to understand and explain, making it more accessible to advisers ... Read more JON DE FRIES | FRIDAY, 22 MAY 2009 Jon de Fries argues that "well-structured business insurance helps keep your business functioning and protects the value of your business in the case of unplanned events." His paper points out the chronic under-insurance across Australia, especially ... Read more ALEX WAGNER | FRIDAY, 22 MAY 2009 Alex Wagner is the claims manager at Zurich. In this paper Alex shows that insurers assess claims under the spotlight of two competing objectives - the need to assess claims quickly because of potential commercial reputational damage and the prudential ... Read more PHILIP FOURIE | SUNDAY, 10 MAY 2009 In an attempt to better understand the Australian life insurance sector, Fintechnix identified 28 thought leaders in the sector and asked them to share their views on the issues affecting their industry. The responses to the questions asked provide ... Read more ROSS HIGGINS | SATURDAY, 10 JAN 2009 When Ross Higgins joined Austock, he was asked to develop a new type of Insurance Bond. As Ross points out the Insurance Bond market has been moribund for many years because, "the Life Industry failed to move insurance bonds with the times by introducing ... Read more HELEN MENTIPLAY , PETER RIDDELL | SATURDAY, 10 JAN 2009 Helen Mentiplay and Peter Riddell are lawyers at TurksLegal. In this paper they explore the implications on income protection policies of a 2008 NSW Supreme Court case (Carolyn Philips (née Durrand) v Tower Australia Ltd). The case involved an ... Read more JIM BULLING | TUESDAY, 1 JAN 2008 During bear market periods, anyone in the business of giving financial advice is in a position of greater risk from clients who end up with disappointing outcomes. Often this is a case of individuals not accepting responsibility for their own wealth ... Read more |
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Esencia merges with HNW advice practice
A Sydney-based practice advising high-net-worth individuals is merging with Esencia Wealth, adding some 250 clients and two senior advisers to the firm.
SIAA calls for fresh talent amid advice demand
Stockbroking and investment advice firms need to broaden their approach to attracting and retaining talent as the profession prepares for a major shift in clients and wealth, according to a new report from the Stockbrokers and Investment Advisers Association (SIAA).
FEATURE | Digital advice | Interlocking the pieces
Digital advice has become a core offering for wealth managers, yet it confuses many and implementation and use remain fragmented. Before it can achieve aspirations of scale, experts are urging for a better, unified understanding of the offering.
Aperio joins Akumin
Melbourne-based advisory firm Aperio Financial Services has switched licensees and joined Akumin as demand grows among advice practices for support to scale operations and improve efficiency.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
Stonepoint is another lesson in fund governance and investor protection
The demise of the Stonepoint Capital Fund may have gone under the radar for many, but proves an important point for independent governance when examined.
The importance of purpose-driven team meetings
A purpose-driven meeting can provide "clarity, accountability and engagement" within a financial planning practice.
Not all private credit risk is created equal
Advisers and investors need to look beyond headline yields and assess the structure, security and manager capability behind each strategy.
A never ending story of levies
The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of ...
