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Approaching the industry with renewed energy

01 October 2014 | Features / Profiles

The decision to change the look and feel of a brand is a tough decision to make. The public has a close association with brands and it has been proven that they assign certain emotions to a brand, says Drew Schnehage, CEO at AUM.

To be or not to be? That is the independent question

01 October 2014 | Practice Management

If we look at the Oxford dictionary, the word independent means free from outside control, not subject to another’s authority. However, if we look at our insurance legislation, defining ‘independent’ becomes much more difficult. What does ‘independent’ actually mean when it comes to an intermediary?

How much is a financial adviser worth?

01 October 2014 | Practice Management

With the recent introduction of regulation such as Treating Customers Fairly (TCF), and the Retail Distribution Review (RDR) there is now a lot of pressure on financial advisers to be transparent about the fees they earn in relation to the services they provide.

The emerging adviser

01 October 2014 | Practice Management

I joined the industry in 2003 as an agent and received two weeks of product training, and was immediately told that every person I meet from then on is a potential client, says Jason Bernic, CFP® Financial Planning Coach at Old Mutual Wealth.

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

View the Results

The role of Big Data

01 August 2014 | Life

The adviser's sales mix

01 August 2014 | Life

Underwriting - from static to dynamic

01 August 2014 | Life

The underserved market: a world of opportunities

01 August 2014 | Life

Life cover: an income-based solution makes sense

01 August 2014 | Life

The discretionary living trust… the right tool at the right time

01 August 2014 | Life

Effective client engagement

01 August 2014 | Life

The much needed conversation

01 August 2014 | Retirement

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Magazine Archives FAnews & FAnuus

Approaching the industry with renewed energy

To be or not to be? That is the independent question

How much is a financial adviser worth?

The emerging adviser

The role of Big Data

The adviser's sales mix

Underwriting - from static to dynamic

The underserved market: a world of opportunities

Life cover: an income-based solution makes sense

The discretionary living trust… the right tool at the right time

Effective client engagement

The much needed conversation