Friday, October 19, 2018

Practice management

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...

Lack of Succession Plans Among Ageing Advisers, Warns AMP

For the majority of advisers, the time for succession planning is now, says AMP General Manager Advice and Sales, Therese Singleton, but she warns it...

MDRT Evolution of Advice Roadshow – Innovation And Change 

The recent 2018 Million Dollar Round Table (MDRT) Evolution of Advice National Roadshow series delivered a string of valuable messages to financial advisers on...