Sunday, December 16, 2018

Practice management

Partners Life Launches Support Programme For Adviser Business Owners 

Partners Life launched a new Adviser Support Programme this week, designed to provide support to support adviser businesses and business owners in the new...

FMA Issues Public Warning About Palmerston North Adviser

Palmerston North registered financial adviser, Brian (John) Ferguson, has been identified by the Financial Markets Authority (FMA) as having engaged in serious misconduct. The FMA issued...

Dealer Group Warns of Free CRM ‘Trap’ Targeting Advisers 

National dealer group, MySolutions, has raised its concern that advisers are making poor business decisions because of the lure of free CRM offers. MySolutions CEO,...

Partners Life Reports Record Growth, Expands Team

Partners Life has reported that since 1 April 2018, it has paid more claims and received more new business than any other year since...

New Process Sees Early Resolution of Consumer Complaints – FDRS 

Financial Dispute Resolution Service has reported that 99 percent of its complaint enquiries in 2017/18 were closed through its new early resolution process. Earlier resolution of...

SMEs Must Manage Cyber Risks, Insurance Council Warns

This week is Cyber Smart Week and the Insurance Council of NZ is appealing to small and medium sized business owners to take a...

It’s About the Experience, Not the Product – Don Connelly

Veteran speaker, motivator and mentor to financial advisers, Don Connelly, has found that advisers who do extraordinarily well are not better, smarter or work...

New Service Appeals to Risk-Focussed Advisers

A new services firm has launched, with a current membership comprised of 90 per cent risk-focussed advisers. The Adviser Platform (TAP) offers a partnership-style proposition for advice businesses...

“Succession Issue to Solve” – Kepa 

According to the head of one of the country's largest advice groups, the combination of ageing advisers and impending regulatory change may be a...

Advisers Can Help Reduce Complaint Volumes – IFSO

The Insurance & Financial Services Ombudsman Scheme has stated that advisers have a key role to play in helping their clients to avoid the problems which...