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Life underinsurance – from gap to chasm, the advice challenge

From AdviserVoice - This Risk article is proudly brought to you by Zurich

Life underinsurance has been a much discussed – and debated – topic for more than a decade. Denounced by some critics for the perceived self-interest of those seeking to shine

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10 Dec 2020

The COVID kilos and the mystery of the disappearing strokes

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Whilst it is too early – and perhaps even fanciful – to start talking about the legacy of COVID 19 just yet, there is little doubt that there will be

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03 Dec 2020

Togetherness drives us apart – rethinking estate planning in a COVID 19 world

From AdviserVoice - This Risk article is proudly brought to you by Zurich

COVID 19 has certainly brought families together. Massive job losses, mandatory working from home, and ongoing lockdowns and border closures mean Australians are spending more time together – and at

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11 Nov 2020

The $71,000 email and the art and science of client retention

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When 5 becomes 95 Client retention is regarded by many as the cornerstone of a successful, sustainable advice practice. And with good reason(s). The Harvard Business Review[1] tells us the

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04 Nov 2020

Selling sprouts – 5 financial advice marketing tips that no one has told you about

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Enter the phrase ‘financial advice marketing tips’ into Google and there’s a high chance you’ll be bombarded with a plethora of ideas on how to design your website, improve your

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26 Oct 2020

The airline food enigma – The way clients think, and how 9 out of 10 advisers respond

From AdviserVoice - This Risk article is proudly brought to you by Zurich

The world depicted in many economics textbooks is populated by completely informed consumers who value choice and make perfectly rational decisions. Such a world is, of course, mythical. In the

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28 Sep 2020

Halley’s Comet and Life Insurance economics 101

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Edmund Halley (1656 – 1742) was a remarkably talented man of science, who made important contributions to mathematics, physics, and of course, astronomy. A peer of Sir Isaac Newton (apple,

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17 Aug 2020

What doesn’t kill us makes us poorer – the cost of care in Australia

From AdviserVoice - This Risk article is proudly brought to you by Zurich

Life, looking good in the ‘lucky country’? As the self-proclaimed ‘lucky country’, Australia’s impressive achievements across sport, science, and cultural pursuits, are often out of proportion to our modest size.

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03 Aug 2020

Life Insurance 2030 – the products of the future

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Introduction Competitive forces within the Australian life insurance market have long underpinned a strong culture of innovation amongst insurers. Recognising an imperative to improve the way customers and financial advisers

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21 Jul 2020

Claims Advocacy – from ‘value add’ to core advice offering

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Introduction Compounding the impact of ongoing licensee consolidation and new professional development requirements, the LIF driven reshaping of adviser remuneration for life insurance advice – in the form of lower

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01 Jun 2020

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]