Human Trust Will Be Advisers’ Greatest Asset in the Age of AI
Artificial intelligence may transform the financial advice profession, but the one quality it cannot replicate is human trust, according to leadership expert and educator...
Futurist Urges Advisers to Rewire Negative Thinking
Behavioural scientist and futurist Milo Wilkinson told a risk specialist dealer group conference in Australia that human behaviour is far more predictable — and...
2026 National Adviser Conference Launched
Financial Advice New Zealand says its 2026 National Adviser Conference, which will be held in Auckland in March, builds on the momentum of the...
Fidelity Life Highlights Adviser-Led Initiatives
Fidelity Life says it has “doubled down on listening to adviser feedback" launching a range of initiatives designed to deliver greater value, simplify business,...
MDRT Roadshow Offers Practical Strategies and Global Ideas
More than 300 MDRT New Zealand members attended the organisation’s roadshows in Christchurch and Auckland last week, as both new and seasoned members offered...
Strong Agreement on Client Contact – Poll Result
The results of our latest poll indicate that a significant majority of advisers believe that regular, personalised contact with their clients indeed leads to...
Client Satisfaction Levels – Latest Poll
Our latest poll is honing in on your views as to whether regular personalised contact with your clients leads to happier clients with greater...
Call to Action for Advisers to Help Disrupt Scams
Financial advisers can play a critical role in helping to disrupt financial scams, according to the Financial Markets Authority’s Head of Financial Advice, Romil...
Why Regular Customer Engagement is Critical
Customers who receive additional communication and engagement from their adviser, beyond renewal and review requests, show far higher levels of satisfaction, according to new...