Monday, July 22, 2019

Top Tips for Level 5 Distance Learning

Professional IQ College has shared their top tips for advisers looking to complete their Level 5 Certificate through distance learning. Adviser professional development expert and Professional IQ College Board Member, Angi Mann, says, “When you...

Advisers Show Strong Interest in FAP Compliance Officer Courses – Strategi

Strategi Institute has reported a strong demand for its two-day Compliance Officer course, designed for future financial advice providers (FAPs). Both Auckland courses for July have sold out since they were announced on 29 May...

Adviser Shares Tips for Driving Success

Geelong-based adviser, Ross Hultgren, has shared his top tips he says can be used by every adviser, regardless of their age, experience or client base. Speaking at the MDRT Annual Meeting in Miami earlier this month, Hultgren told...

Fidelity Life and nib Joint Services for Advisers to Continue 

Fidelity Life and nib have confirmed their joint quoting and application capabilities for advisers will continue from 1 July 2019. nib products will continue to be supported in Fidelity Life’s Apollo and eApp services. The Fidelity...

Licensing Fees Confirmed, Estimated 10% Drop in Advisers Under FSLAA

The Government has announced that the new regime for financial advice will come into force in June 2020, with the exact date to be decided on in the coming months. This encompasses the Act, regulations...

nib Enhances Support For Advisers, Upcoming Roadshows

nib New Zealand (nib) has revealed further details on its enhanced adviser distribution model to help more New Zealanders get the benefit of private health insurance protection, launching 1 July 2019. The health insurer first...

Newpark Key Appointment 

Newpark Financial Services has announced the appointment of Peter Lycett to the role of General Manager, Performance and Growth. An Authorised Financial Adviser, Lycett brings several years’ experience as a successful adviser and business developer...

News in Brief

Financial Advice NZ Reveals 10 Business Partners  Financial Advice New Zealand has announced the names of its ten new Business Partners for its partnership programme which it says is an investment in the sector by...

AFA, FPA Life Insurance Task Force Latest

The AFA and FPA have released further details on their joint life insurance task force initiative (see: AFA, FPA Join Forces…). Positioning the formation of the task force within the context of being two years out...

Poll

Poll Results – Affordability a Concern

In our latest poll, we asked you the reasons your clients had shared about why they hadn’t previously considered personal risk insurance before seeking out your services. The most common reasons appear to be affordability...