Wide Adoption of AI by Financial Advisers
A majority of advisers in America are now using AI, particularly for employee onboarding and client communications, according to a survey carried out for...
Your 2024 Compliance Check List
Industry training firm Strategi Group has published the key activities that it says should demand the attention of compliance officers this year.
The firm says...
Adviser Avoids Paying Client $100,000
Our stand-out story of the week highlights the importance of keeping accurate notes of client calls and interactions. In this case, an adviser successfully...
FMA Fair Outcomes Consultation
The FMA's consultation period on its approach to outcomes focused regulation closes in March.
The regulator says a focus on outcomes means it will be...
Adviser’s Kidney Failure Proves the Value of Insurance
Above: Conal Beban (left) and kidney donor Andy Bryant.
Insurance adviser Conal Beban was diagnosed with heart failure and end-stage renal failure in 2017. This...
One Month’s Free Cover from AIA
AIA is offering one month’s premium free on qualifying new policies until 15 March 2024, so long as the policy is issued by 15...
One Year’s Free Health Cover for Kids
One child can have 12 months' free health insurance for every adult covered by a new nib Ultimate Health, Ultimate Health Max, or Easy...
Premiums to Rise, Longer Mental Health Claims Predicted
Swiss Re's prediction of rising life premiums and longer-lasting claims for mental health issues caught the attention of Riskinfo readers this week...
Premium growth for...
Call For More Meaningful Life Insurance Reporting
Describing the advised life insurance sector in Australia as being in a state of crisis, industry body the FAAA is seeking more meaningful reporting...