Matt Lippiatt

Financial planning

Clients still struggling to understand value of advice

New research has confirmed that clients are more aware of advice but are still struggling to understand the value it delivers....

Financial planning

Millennials confident with cash but not insurance

The majority of millennials feel confident about their financial future but aren’t prepared for the possibility of unemployment due to injury or illness, new research fro...

Life/Risk

Secondary income earners underinsured

Couples or families relying on two incomes could hit dire financial straits if one income earner was unable to work, but many individuals in that situation aren’t adequat...

Financial planning

Are adviser soft skills as important as academic qualifications?

New research has suggested that when it comes to keeping clients happy, adviser soft skills are every bit as important as possession of a university degree for financial ...

Financial planning

Regular client reviews could restore trust in advisers

While annual reviews with financial advisers are the key to client and business success, only half of advisers are actually conducting them....

Financial planning

RC sparks increased appetite for advice: Metlife

Despite the bad press, 38 per cent of small to medium enterprises (SMEs) and 20 per cent of advised consumers say the Royal Commission will make them even more likely to ...