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...
More to Be Done Creating Opportunities for Women – Naomi Ballantyne
Naomi Ballantyne says she’s honoured to receive Financial Advice NZ’s 2025 Lifetime Achievement Award, but she also sees it as a reminder of how...
Future-Proofing Advice Businesses – White Paper
A new white paper by Strategi Group 2030: The Next Generation Advice Business, explores the shifts shaping the future of the financial advice industry...
Shaping the Future of Advice – Thinking Big and Being Brave
Financial Advice New Zealand’s three-day Shaping the Future of Advice conference in Christchurch last week was a fast-paced, wide-ranging event that canvassed topics across...
2025 Financial Advice NZ Award Winners Announced
Financial Advice New Zealand has announced the winners of its 2025 awards which the organisation says recognise “exceptional contributions, dedication, and service to the...
FMA to Review Accessibility of Financial Advice
A review to establish how accessible financial advice is for consumers is to be carried out by the FMA.
It will focus on four key...
Launch of Financial Resilience Research
The FSC will launch its annual Financial Resilience Index (FRI) research at a free webinar in late April, delving into new research tracking the...
Registrations Open for MDRT Annual Meeting
Our report on registrations opening for MDRT's massive adviser event in June at Miami Beach, Florida drew much reader interest...