Wednesday, September 26, 2018

Don Connelly Speaking at Financial Advice NZ Conference

Renowned speaker, motivator and mentor to financial advisers, Don Connelly, will be sharing the wealth of his wisdom at this week's inaugural Financial Advice NZ Conference in Rotorua. Connelly, whose resume is unmatched, will be...

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's (TAP) offers a partnership-style proposition for advice businesses to expand while increasing time spent with clients. TAP claims to...

Financial Advice Needs a Presence Within The Workplace – FSCL 

Financial Services Complaints Chief Executive, Susan Taylor, has spoken out to advocate for the introduction of financial advice initiatives into the workplace. If more employers provided the services of a financial adviser to their staff,...

“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 catalyst for succession planning. Kepa CEO, Brendon Neal, says he expects...

Amazon Insurance Move Likely to Have Ripple Effect in NZ

E-commerce giant Amazon’s recent announcement that it is starting life, health and general insurance products in India, may likely have ripples effects for New Zealand, says FintechNZ General Manager, James Brown. “It’s certainly going to...

Kepa Announces Third Strategic Alliance With Advice Firm 

Kepa has announced a strategic alliance with the Papamoa-based risk insurance advice firm, Lloyds Insurance. The partnership is the third in the dealer group’s ongoing programme of alliances with fast growing financial advisory practices. Kepa has...

Minister Faafoi to Open National Advisers Conference 

Financial Advice New Zealand has confirmed that Commerce and Consumer Affairs Minister, Hon. Kris Faafoi, will open its National Advisers Conference next week. The three-day Conference from 26-28 September will be held in Rotorua and...

Poll

Fix Financial Literacy and Solve Underinsurance – Poll

The majority of advisers agree that the best way to solve New Zealand's underinsurance problem is to first address and solve the issue of financial literacy. This appears to be the message stemming from our...

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 can lead to complaints. “This role includes educating clients about the...

How The Insurance Industry May Change by 2023

The life insurance industry may look very different in a few years time and many of the issues its grappling with now may be problems of the past. A panel discussion at the recent Financial...