Tuesday, May 17, 2022

Dealer groups

Fidelity Life Promises 24 Hour Turnaround for New Policies

Fidelity Life is promising to issue new standard policies within 24 hours of receiving an application – or the policy fee will be waived...

Adviser Churn Continues but New Entrants Fill the Gaps

Our story on what’s happening to risk specialist adviser number across The Ditch – and what might happen here – clearly matters for many...

New Claims Platform Goes Live at Partners Life

Partners Life is the first life and health insurance company in New Zealand to adopt the Fineos Platform – a purpose-built claims management system...

Advisers Cautioned on Book Acquisition

Acquiring a book of clients is a quick way to grow an advisory business. However, Strategi's Dave Greenslade says the new advice regime has...
Steve Richens

Steve Richens Farewelled

One of the country’s longest-serving independent financial advisers has passed away. Steve Richens (pictured), founder of Moneta, died following a stroke. The 66-year-old ticked up...

‘Game Changer’ – mySolutions Adds Aggregators to Partner Network

Industry training and support firm mySolutions has formed alliances with Kiwi Adviser Network (Trail) and Prosper Group to broaden the aggregation and services options...

mySolutions Confirms Major Restructure

Auckland-based dealer group, mySolutions, has announced a "significant shift" in the way it will work with advisers in future. In a release to its 280-strong...

Proposed Laws on Industry Intermediaries Under Review

MBIE is seeking feedback on a range of changes to the Financial Markets (conduct of institutions) Amendment Bill that regulates those working in sales...

Key Australian Licensee Firms Respond To New FPA Policy

The Australian FPA policy recommending that a professional registration for individual financial planners replace the current system requiring an AFSL to provide advice, is...