Sunday, August 3, 2025

Insurers’ Processes Improved, But More To Do in Extreme Events 

Fire and general insurance companies have improved their processes since the Canterbury earthquakes, but a new FMA report into the sector’s response to the Auckland Anniversary Weekend flooding and Cyclone Gabrielle has found more...

Aged Care Specialist Firm Joins ICIB Brokerweb Group

Insurance broker and aged care specialist Paramount Insurance has joined the ICIB Brokerweb Group. ICIB says Auckland-based Paramount has been operating for more than 30 years with its founder, Ian Atkinson, and office manager, Tracy...

UniMed Appoints New CEO

UniMed has appointed an experienced leader, Lance Walker, as its Chief Executive Officer, effective from October 2025. The company says Walker brings more than 25 years of leadership experience across private, public, and not-for-profit sectors, including...

Update on Fidelity Life Adviser Initiatives

An update on Fidelity Life's adviser initiatives over the past year ahead of its 2025 Engage events in October attracted much reader interest this week... With registrations now open for Fidelity Life's Engage events...

Poll

Vast Majority of Clients Don’t Have a Will – Poll Result

In a somewhat surprising poll result, three in four advisers (74%) say less than half of their clients who need a will, actually have one. As we go to press, the remaining 26% of participants...

Keep It in the Family – Advisers Encouraged to Engage the Next Generation

With historic intergenerational wealth transfer well underway, financial advisers must urgently build relationships with the children of their clients, says financial professional Bobby Ning. Speaking at June’s 2025 MDRT Annual Meeting in Miami, the Co-Founder...

Adviser Training on Managing Financial Risks in Microbusinesses

Financial Advice NZ is holding a two-day training programme in August designed to equip advisers with the knowledge and skills to consult, analyse and implement effective solutions to manage the financial risks in microbusinesses...

Insurers Urged to Support People in Vulnerable Circumstances

The Insurance & Financial Services Ombudsman Scheme is reminding insurers to prioritise support for people in vulnerable circumstances. The scheme says that in insurance, vulnerability means someone may be more at risk of harm or...

Poll

Latest Poll – ‘Will’ They or Won’t They?

Our latest poll is seeking to ascertain what percentage of your clients have a will in place. The question stems from our report highlighting a presentation given at the 2025 MDRT Annual Meeting by Welsh...