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...
FMA Seeking Feedback on Industry Use of AI
Financial Markets Authority CEO Samantha Barrass is asking financial services companies to share with the regulator what they’re experimenting with in regards to AI...
Quotemonster Roadshow to Visit 15 Cities and Towns
There was plenty of reader interest this week in our reporting of Quotemonster’s roadshow for advisers which will visit 15...
2025 MDRT NZ Roadshow Update
MDRT New Zealand has announced the local advisers who will be presenting at its 2025 Roadshow being held in Christchurch and Auckland in October.
New...
Helping Advisers Transform Their Practice with AI
There’s still time to register for Financial Advice NZ’s AI in Advice virtual event which the organisation says aims to help advisers transform their...
Commitment to Advisers Reaffirmed
A nationwide tour saw Chubb Life NZ's CEO, Paula ter Brake meet with more than 800 advisers across 11 locations as she emphasised the...
FSC Conference Update
Registrations for the Financial Services Council’s FSC25 Conference: Transforming for Tomorrow are on track for more than 400 attendees, the council says.
Keynote speakers at...