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Research reveals interesting insights on the value of financial advisers

25 July 2018 | General

At least 70% of consumers with a financial adviser are more confident about their current financial situation. In addition, they believe that their financial situation will improve significantly over the next five years.

For brokers by brokers – Innovative support service to reignite ‘human touch’ in client and broker interactions

19 July 2018 | General

The short-term insurance market is abuzz following the launch of Acuideas, an innovative provider of services to independent insurance brokers, product providers and underwriting management agencies with a short-term insurance focus. The official launch activities, which include countrywide broker roadshows, coincide with the 2018 Financial Intermediaries Association (FIA) Awards, an event that celebrates the value of advice and role of the broker in ensuring sustainable financial outcomes for consumers.

Solving a complex equation

10 July 2018 | General

Millennials have been under discussion for quite a while now as this group of people are a new group of clients we are trying to understand and do business with. The reality is that there are several characteristics that need to be taken into account when dealing with these clients.

Innovative thinking is needed to solve the succession crisis in financial advice sector

09 July 2018 | General

The financial advice industry is currently facing a succession crisis as many independent financial planners reach retirement age. The problem is exacerbated by the fact that fewer young people are entering the industry.

quick poll

Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

Answer

2026, as promised 2027 looks more likely Impossible to say More consultation needed

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