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Disclosure consultation and commission

Incentive trips are not, it turns out, the sole preserve of insurance advisers.

Wednesday, May 16th, 10:00AM

You might be surprised to know that the otherwise quiet and staid world of accounting also enjoys incentive travel – and it wasn’t disclosed to me either, in any of my recent dealings with my accountant.

The travel was awarded by a software provider to the accounting firm. I do not know how this is linked to the promotion of the software company’s online platform for accounts, but I do know that they probably didn’t award any trips to accountants that didn’t promote their software, or preferred to promote the software of one of their competitors...MORE»

Scope versus advice

Thursday, April 26th, 9:38AM

People who articulate a solution are often really articulating a problem they want to solve.

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Claims – the case for applying

Tuesday, April 10th, 6:00AM

Many policyholders don't make claims on their life insurance, when they should do Russell Hutchinson says. He reckons, even if in doubt, make a claim and let the company decide.

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How to run an effective approved provider list in 5 steps

Monday, February 12th, 6:00AM

Running an approved provider list isn’t exactly a compliance requirement – yet – it is good communications practice, which arguably makes it important right now.

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The 10 best ways to compete with the big end of town

Tuesday, January 23rd, 12:08PM

It is true, the big end of town has advantages – and yet third-party advisers, typically running small businesses, have done very well over the years and have a strong offer to the market.

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Financial planning and insurance advice

Wednesday, January 10th, 10:27AM

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HIV, AIDS and Insurance

Tuesday, December 5th, 11:13AM

The fact that times change should "give hope to the poor and pause to the rich", according to one old saying.

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Priorities and ideals

Tuesday, November 21st, 12:53PM

One celebrated robo-advice site does nothing to help the customer decide which insurance to choose when the budget crunch has to be acknowledged.

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