Monthly Archives: November 2023
Call to Retain Existing Level 5 Qualifications
One industry leader's response to news that the Level 5 certificate may be changed, coupled with his suggestion that advisers should concentrate on good behaviour, generated lots of interest from readers this week...
The Level...
Asteron Life Appoints New Distribution Manager
Asteron Life has appointed Kirsten Young as its National Manager Adviser Distribution, following a review of the management structure.
She has more than 30 years' experience in the finance industry and prior to joining Asteron...
Poll
Clear Opposition to Level 5 Certificate Review
Almost 70% of those who have so far cast a vote in our latest poll indicate they are not in favour of changes being made to the entry-level qualification for financial advisers.
One of those...
Tips to Focus on CPD
Strategi has produced a tip sheet for advisers needing to focus more on their continuing professional development (CPD) activities.
The industry training firm states the Code of Professional Conduct for Financial Advice Services requires advisers...
AIA Raises Healthcare Premiums
AIA has increased premiums for its private health and cancer cover. In addition, premiums for in-force private health, cancer care, and closed Sovereign Health policies are increasing on policy anniversaries from 20 November 2023.
AIA...
Fidelity Life Launches Live Chat
Fidelity Life has launched a live chat option for advisers wanting information and advice from its new business and underwriting teams.
Once logged in to the firm's Adviser Centre, advisers will see the live chat...
Insurance Premiums – What to Expect in 2024
The future of life insurance is to be the topic of a Financial Advice NZ webinar on Wednesday 22 November starting at 10am.
Cara Jiao, Head of Retail Pricing ANZ at Swiss Re, will explore...
The Adviser Platform Discount Offer
The Adviser Platform (TAP) is offering its mortgage aggregation service for 50% off to new advisers for their first six months, so long as the account is created by 31 January 20024.
TAP launched its...
Poll
Industry Training Poll
The New Zealand Certificate in Financial Services is undergoing a review to ensure it remains relevant as the financial advice landscape changes.
David Greenslade, Executive Director of Strategi Group, says that while the certificate isn’t...