Articles tagged "Financial Advice Models"
Can actuaries develop a science of planning that will provide a basis for the art of giving advice? Here, John De Ravin from the Actuaries Institute’s Retirement Incomes Working Group (RIWG), details the findings of a survey of 65 financial planners from a range of different business environments, and subsequent interviews with dealer groups, to uncover the state of play in industry practice.
Posted on: October 11, 2017
Future financial advice models that marry the best of technology and human intervention require considered thought and a disciplined approach to development. Here, Angat Sandhu outlines the experience and varied success of robo-advice and face-to-face propositions, and presents some key considerations for players in the Australian market.
Posted on: August 16, 2017
As insurers begin to grapple with the implications of reforms and initiate processes to meet the minimum requirements, they have the perfect opportunity to examine the existing business model.
Posted on: August 20, 2015