2025 MDRT Annual Meeting – Miami
Our report on the 30 Kiwi advisers who descended on Miami this week to attend what MDRT positions as the premier annual event for...
Financial Advice NZ Event With Minister Scott Simpson
Financial Advice New Zealand is holding a lunch with the Minister of Commerce and Consumer Affairs, Scott Simpson, in July entitled A KiwiSaver Symposium.
Financial...
Fidelity Life Announces Adviser Initiatives
The return of Fidelity Life's adviser programme and the announcement of the 2025 and 2026 dates for its flagship event...
Majority of Kiwi Advisers Already Using AI, Planning To
New Zealand advisers are in sync with their global counterparts in that two in three Kiwi advisers are currently using AI, or planning to...
Entries Open for 2025 FSC Industry Awards
The Financial Services Council has opened its 2025 Awards programme and is introducing two new award categories.
FSC CEO Kirk Hope says this year the...
US Adviser Headlines 2025 MDRT NZ Roadshow
A seasoned US financial adviser, author and international speaker, who also heads the MDRT Academy Taskforce globally and is Treasurer of the MDRT Foundation,...
Gen Z Trust Recommendations Over Big Brands
Marketing life insurance advice to Gen Z and Gen Alphas requires the personal touch and as little on-boarding friction as possible, said Skye Wealth...
Regular Client Engagement Critical in Retention
Client engagement is high on the agenda at Australian firm Newlane Risk, where it uses every policy anniversary to contact the relevant client for...
High Use of AI by Financial Advisers – Survey
New global research on the use of AI in financial planning found that more than half of the 6,200 individual practitioners surveyed are adopting...