Thursday, July 19, 2018

New Marketing Automation Tool Launched For Risk Advisers

New Zealand based company, Advisor Promoter, recently launched a marketing automation tool specifically aimed at insurance advisers. The team of marketers have developed a system that can automate tasks and generate new leads, freeing up...

Less Than Half of Kiwis Aware of FMA

Around four in ten (41%) New Zealanders are aware of the Financial Markets Authority (FMA), a recent report released by the regulator has found. The report titled Attitudes towards New Zealand’s financial markets Investor confidence research...

Poll

Reservations Over Proposed Adviser Commission Model

More than half the advisers that voted in our latest poll do not support the new commission structure for insurance advisers that was proposed last week (see: New Adviser Commission…). As we go to press, 58 per...

Linking Life Events With Provision of Advice

The idea to tie life events more strongly to certain forms of advice was put forward at the Financial Services Council’s Breakfast event ‘Advice at the Crossroads’, held in June at the ANZ Centre. An...

CWG Working Towards Consultation on Draft Standards 

The Financial Advice Code Working Group has received 160 submissions, since it released its consultation document for the new Code of Conduct in March, it confirmed in its latest update. The Code Working Group broke down...

Poll

Latest Poll – New Adviser Commission Model?

A new commission structure for insurance advisers has been proposed, which would see a shift from upfront commission paid as a percentage of the policy holder’s annual premium to a percentage of the total...

Most Kiwis Not Financially Secure if Unable to Work 

Less than one in five New Zealander’s are financially secure if they find they are unable to work, Cigna’s 360 Well-being Survey 2018 has found. However, the number of New Zealanders (22%) who are aware of...

New Adviser Commission Model Proposed 

Two industry leaders have created a new remuneration model concept for insurance advisers and confirmed they have conducted initial discussions with the Financial Markets Authority (FMA) and various life companies. The independent initiative has been...

Unregistered Adviser Sentenced Following Guilty Plea

An insurance adviser who operated in the South Island has received his sentence at the Christchurch District Court, after he plead guilty to two charges brought by the Financial Markets Authority (FMA) earlier this...

MDRT Heading to Sydney

More than eight thousand financial advisers from around the world will be visiting  Australia next year, following the announcement that the MDRT organisation will be bringing its new annual global meeting to Sydney in...