Friday, October 19, 2018

Services

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 Exit Options Launched For Life Insurance Policies 

Niche financial service provider Life Insurance Policy Exchange has launched a new range of exit options for certain types of life insurance policies. The new...

Poll Results – Outsourcing Claims

Most advisers would prefer to manage their clients' claims 'in-house', according to the results in our latest poll. As we go to print, around seven...

Outsourcing Your Clients’ Claims?

Our latest poll asks you to consider one of the most fundamental services you provide to your clients: helping them with their claims. We're asking...

Kepa Opens New Adviser Hub in Christchurch

Adviser group Kepa has announced the launch of a new adviser hub in central Christchurch, which opened on 9 April. Kepa National Sales Manager, Mike...

QuoteMonster Teams With Strategi to Provide Statement of Advice Service 

Quote platform QuoteMonster, is set to launch its new initiative, AdviceMonster, this week and in partnership with Strategi, will provide risk advisers with a...

Strategi Merges With IDS

Independent Development Solutions (IDS), an industry compliance services specialist and adviser training, compliance and consultancy firm Strategi Group are set to merge. The merger comes...