Time to Focus on First Regulatory Return says FSC
The first regulatory return for financial advice license holders is required by the FMA on 30 September 2024, but the reporting cycle starts on...
Nib Adviser Roadshow Dates Announced
The first stage of nib's life and living product range will be launched at the firm's next series of face-to-face seminars, where advisers will...
Nib Launches New Claims Service
Nib has launched a new online claims information service, providing advisers with real-time information about their clients' new and active pre-approvals and claims.
Initially, nib...
Asteron Life Updates Employee Insurance
Asteron Life has updated its employee insurance offering to include trauma cover for children. In addition, its Connected Care product – providing free access...
Managing Strong Business Growth – A Challenge For Practices
Financial planning practices will need to look at new ways to manage growth, including overcoming the pain points associated with rapid development, as the...
Life After Licensing – the FMA’s Approach and Expectations
GUEST COLUMNIST – KATRINA SHANKS
As the financial advice industry embraces the post-transitional period of the new financial advice regime, it's crucial for us to...
Dispute Prompts Adviser to Refund Client’s Premiums
Our report detailing why an adviser refunded their client's premiums drew numerous comments and was the week's most-read story...
Financial advisers should take care to...
New Leaders Appointed to AIA’s Customer Division
AIA NZ has made two key appointments to its customer division, reporting to Chief Customer Officer Angela Busby.
Maddie Sherlock has taken up the newly-created role...
Updated Liability Insurance for Financial Advice NZ Members
More than a third (37%) of managed service providers in New Zealand and Australia have reported attacks on SaaS applications, says Katrina Shanks, CEO...