FSC Awards 2025 Finalists Named
There was keen reader interest this week in the life and health insurers, and the key individuals and teams in the sector, who feature...
Partners Life Roadshow Announced, Plus New Webinar
Partners Life is encouraging advisers to save the date for its roadshow event in October and is also promoting a webinar hosted by its...
Vast Majority of Clients Don’t Have a Will – Poll Result
In a somewhat surprising poll result, three in four advisers (74%) say less than half of their clients who need a will, actually have...
Keep It in the Family – Advisers Encouraged to Engage the Next Generation
With historic intergenerational wealth transfer well underway, financial advisers must urgently build relationships with the children of their clients, says financial professional Bobby Ning.
Speaking...
Strategies to Maximise Client Engagement and Business Growth
Engaging with the children of clients is the key to ensuring the family's wealth remains with an advice business for generations, according to an...
Empowering Excellence Awards Launched
Organisers of a global awards event celebrating the work of professionals in operations and business management are inviting nominations from firms in New Zealand.
The...
Latest Poll – The Value of Your Advice
Our latest poll asks you to reflect on the relativity between the value of the advice you deliver and the income you receive.
The poll...
Advisers Reveal Strategy to Significantly Increase Profit
Three Australian advisers at the 2025 MDRT Annual Meeting have shared the key to unlocking the ability to significantly increase the profitability of their...
FAP Forums Offer Insight into Regulatory Landscape
The FMA’s 2025 series of Financial Advice Provider Forums, which will see it engage with the advice sector across New Zealand, kicks off in...