How LIF reforms have impacted insurance sales
Changes in the way the government regulates the life insurance industry are set to have a noticeable impact on both...
Changes in the way the government regulates the life insurance industry are set to have a noticeable impact on both...
Financial advice should aim to generate a better Return on Life (ROL) for clients.
So-called “goals-based advice” is not a new phenomenon, but it could be a good PR exercise for the advice industry.
Financial services industry reform, designed to improve consumer outcomes, may in fact have the opposite effect.
Winning or being shortlisted for an award can have strong personal and business benefits. Here are some tips on writing...
Calls to abolish the statement of advice are absurd and only serve the interests of opportunistic litigators.
For financial advisers, beating the competition means adopting smarter, more informed and more consistent marketing.
The current disclosure regime governing financial advisers is misguided and does not solve underlying conflicts of interest. Fundamental reform is...
The gender-based savings gap does not exist because women don’t know the benefits of financial independence. We need our advice,...
There are three facets of true independence in the context of professional financial services.
What does innovation in the advice profession mean to you? The advice profession is going through significant change and challenge, and naturally...
We move through economic cycles much like we do the seasons. Like preparing for changes in temperature by carrying an...
Domestic credit spreads have tightened markedly since US Liberation Day on 2 April, buoyed by US trade deal announcements between...
Private credit is reshaping commercial real estate finance. Success now depends on collaboration, discipline, and strong governance across the market.
