Friday, March 29, 2024

Services

Launch of Client Advice Support Initiative

Partners Life is set to launch a new service which will enable eligible staff to have more expanded personal advice conversations with clients. In an...

Free Digital Fact Find Offer

On the other side of the Tasman, Digital service provider, Advice Revolution, is offering a free mini fact find package in its quest to...

$86 Billion Of Advised Wealth In Transition Due To Orphaned Clients

Some AU$79 billion ($86bn) of estimated advised wealth was in transition in Australia due to advisers exiting the industry and potentially orphaning their clients,...

Launch of Universal Client Data Feed Platform

A new online platform that accesses client data from all retail insurers has been launched by an adviser based in Australia. The system has been...

Specialist FAP Support Model Launched

Two FAP support service companies have been launched by Cecilia Farrow, founder of cloud software platform Triplejump, together with some of its founding shareholders....

Committee to Help Advisers Navigate Troubled Waters

The Adviser Platform (TAP) has launched a Claims Committee to help the firm's adviser partners manage problematic claims. Scott Duncan, TAP’s Head of Compliance &...

Insurer Product, Underwriting Responses to Coronavirus Crisis

RiskinfoNZ has canvassed the country's leading retail insurers around two key underwriting and product issues associated with the impact of the Coronavirus crisis on...

Welcome News For Advisers

The Insurance Council of New Zealand (ICNZ) has welcomed confirmation from the New Zealand Government that insurance is one of the identified essential services...

Fidelity Life Gets a Make-Over

Fidelity Life is planning to water down its corporate image in a bid to be more relatable with customers. Advisers at the firm's Engage 2020...