Adviser Support Firm Expands to Help Mortgage Brokers
The Adviser Platform has expanded its CRM to offer clients an advice process for mortgage advisers – so they can provide advice and manage...
Finzo Appoints New Compliance Officer
Financial advice provider Finzo has appointed Stacey Jacobsen (pictured) as its in-house Compliance Officer.
Jacobsen has experience in administrative and planning roles, with more than...
Former AIA NZ Country Manager Joins Resolution Life
Resolution Life Australasia has appointed Graeme Edwards (pictured) as its General Manager New Zealand and Customer Experience Lead Australasia. He was previously with Southsure...
Call for Radical Re-think of Life, Trauma Products
Australian firm Retender is challenging the insurance industry to reconsider how life insurance and living insurance products might be re-designed to reduce the number...
Appeal Court Says Financial Dispute Service Can Use the Word ‘Ombudsman’
A seven-year stoush between Financial Services Complaints Ltd (FSCL) and the Chief Ombudsman – over its refusal to let FSCL use the word 'ombudsman'...
Adviser Support Manager Joins Fidelity Life
The team at Fidelity Life has welcomed Sarah-may Butterfield (pictured) as its new Solutions Manager.
Butterfield joined the firm in May from FAP Services where...
AIA Launches New Medical Advice Platform for Financial Advisers
Financial advisers who signed-up for AIA NZ's Best Doctors service are being asked to register using the insurer's new system – AIA MyCare –...
Is Too Much Admin Putting Pressure on Advisers?
What caught the attention of RiskinfoNZ readers this week was our report that financial advisers are giving up 40% of their week to completing...
Partners Life Moves Group Insurance Admin to New Platform
Partners Life has moved its group insurance admin to the Sentro platform to improve its management of complex group and plan member billing.
Head of...