Opinion

jacqui henderson asic soa statement of advice financial planning association sample soa example soa adviser intelligence

ASIC SOA measures don’t go far enough

ASIC can go much further in improving its example statement of advice, which falls short in many respects, particularly in today’s digital age. ...

tax insurance life insurance risk insurance risk advice lif life insurance frameworks mervin reed dover financial services

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 insurance sales and government tax...

Generating ROL

Financial advice should aim to generate a better Return on Life (ROL) for clients. Write comment (2 Comments) ...

‘Goals-based advice’ is not new

So-called “goals-based advice” is not a new phenomenon, but it could be a good PR exercise for the advice industry. Write comment (12 Co...

Subscribe to the ifa bulletin

Receive daily online news,analysis, reports and business strategies

By signing up you agree to our Terms of Use and Privacy Policy

Blog

The true cost of reform

Financial services industry reform, designed to improve consumer outcomes, may in fact have the opposite effect. Write comment (30 Comments) ...

Blog

Making a winner

Winning or being shortlisted for an award can have strong personal and business benefits. Here are some tips on writing a great awards submission. ...