Friday, March 29, 2024

Polls

Client Meetings Poll Result

Sixty-six percent of those who took part in our latest poll agree they should meet their clients for an annual review. Of the remainder, 26%...
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Client Meetings Poll

Industry training firm Strategi says that while there is nothing requiring FAPs to have annual meetings with their clients, they do need to ensure...

Advisers Divided on Paid Claims Services

Kiwi advisers appear to be divided on the question of charging fees for claims support services. As we go to print this week, a small...

Latest Poll – Fees for Claims Support?

Much interest this week revolved around the potential future prospect of charging fees for claims support services - seemingly a notion which is dividing...

Strong Support for Advisers to Keep Their Clients

The vast majority of those who cast a vote in our current poll agree that more advice firms should allow advisers to keep their...
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Retaining Clients Poll

When an independent adviser leaves DUX Financial Services for pastures new they can take their clients with them. Alan Borthwick, a Director at the Wellington-based firm,...

Most Advisers Confident About Compliance

Almost 70% of those who have so far cast a vote in our current poll are confident their practice has a robust compliance system. Our...
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Are You Putting Compliance First?

Ryan Edwards of The Adviser Platform writes this week that well-resourced businesses run better, have more efficiency, less stress, and command a premium when...

Advisers Confident of Client Note-Keeping

Almost 70% of advisers who have so far taken part in our latest poll indicate they are confident their client notes will stand up...