Judges Order AU$34 Million in Fines and Penalties
A number of Australian life and investment firms face combined penalties totalling AU$34 million following self-reported failings to the regulator.
In the first case, the...
Adviser Firm Offers Options on Client Ownership
Most interest this week was directed to our report about a financial services firm that prefers advisers keep their client list when they decide...
Nib Expands into New Areas
Nib is taking its first steps into life, trauma, and income protection insurance in the adviser and group channels.
From 1 June 2023 advisers will...
AIA Appoints ASB Partnership Manager
AIA NZ has appointed Calvin Romeo to the role of Head of ASB Partnership, he took up his new role on 15 May. He...
Outsourcing Could Make Advisers Feel More Fulfilled
GUEST COLUMNIST – KATRINA SHANKS
In the busyness of life and work, it’s crucial for advisers to remember why they're doing what they're doing, writes...
Report Highlights Average Number of Clients Per Adviser
Several years of industry departures in Australia have resulted in the remaining advisers taking on a higher volume of clients, according to Adviser Ratings...
IFAs Remain Primary Focus – Dai-Ichi Life
The critical importance of the IFA channel to the future agenda for Partners Life was re-affirmed last week at the insurer's 2023 Conference.
Addressing adviser...
Star Dancer to Promote Healthy Options at AIA
AIA NZ has appointed Aaron Gilmore to the role of AIA Vitality coach, joining fellow Vitality coach Katie Hunter who joined the firm last year.
Gilmore...
Partners Life Updates Evince Tool
Partners Life has launched Evince 2.0, an updated version of its client information gathering tool.
Evince was first launched in 2019, but the firm says...