Actuary recognised for leading work in climate; says challenges ahead around insurance affordability

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The Actuaries Institute has named Tim Andrews 2019 Actuary of the Year. Mr Andrews is a Director and Chair of Finity Consulting, where he leads the Natural Peril Pricing and... Read more continue reading

Why don’t you roll the dice and ask for referrals anyway?

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On some things you just have to roll the dice and take your chances in life.  Asking someone for a date….getting on a plane…or asking for referrals. It doesn’t always... Read more continue reading

The Top 5 digital assets available to investors

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Bitcoi Ethereum Ripple Bitcoin Cash Litecoin What is Bitcoin? The simplest definition of Bitcoin is that it is digital currency. Although digital currencies have existed in the past as fiat or... Read more continue reading

Welcome aboard – the importance of nurturing new client relationships (Part one)

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Client onboarding is all about making each new client front and centre in welcoming them to your practice. In this article, the first of a two-part series, Zurich Australia will... Read more continue reading

How to convert more leads with digital marketing

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What works in the digital landscape is different to the traditional marketing landscape. I’m going to explain what to do when you have a list of potential clients and how... Read more continue reading

AMP Insights

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Ask anyone on the street if they are confident to compare super funds and you’ll likely have them scratching their heads. For our industry to rebuild trust and become more... Read more continue reading

What’s next for the financial advice Safe Harbour provision?

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The Safe Harbour provision was supposed to provide financial advisers with more certainty in meeting their legal obligation to act in the best interests of their clients. But in the... Read more continue reading

New parents feel highest level of financial stress before baby arrives, AMP study shows

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New research from AMP has revealed parents worry more about money in the lead up to having a baby than any other time. The results from the AMP’s Financial Wellness... Read more continue reading

Financial advisers risk losing clients if they fail to demonstrate long term value of advice

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Life insurance provider MetLife Australia has released a new report revealing a disconnect between perceptions of cost and value when it comes to insurance and financial advice. Now in its... Read more continue reading

Managing the risk of recovery in financial portfolio transfer transactions

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We’ve recently noticed that both buyers and sellers have heightened concerns about their risks and exposures when transferring financial advice portfolios. Both are looking for different ways to manage their... Read more continue reading