Pricing Advice Tag

Every few years, we do a research study to put together our Adviser Pricing Models Research Report. We’re currently in the middle of the data collection right now, and thought we might reveal a couple of the findings that we’ve discovered. Of course, when we re-cut the data after closing off submissions, the numbers will change somewhat, but so far, we’ve been fascinated to see that:

Unless you’ve been under a rock, you’ll be aware that there are significant changes coming very soon (January 1st) to the life insurance industry - changes that will have a very real and immediate impact on advice businesses. I have recently finished a series of workshops around Australia, talking with advisers about what the new life insurance framework will mean to their business.