Adviser Firm Offers Options on Client Ownership
Most interest this week was directed to our report about a financial services firm that prefers advisers keep their client list when they decide...
FMA Wants More Information From FAPs
Our report about the FMA wanting annual reports from FAPs – so the regulator can keep tabs on the sector – was this week's...
Link Financial Group Sells Majority Stake
Link Financial Group, which operates the Insurance Link and Mortgage Link businesses, has sold a majority share in the firm to home loan and...
Partners Life Clears up BNZ Life Questions Following Acquisition
With Partners Life having completed its acquisition of BNZ Life, financial advisers might wonder what will change for their clients who have a policy...
Less Than Half of Advisor Business Ready For an Audit
There's mixed results to our latest poll that asks advice business owners if they are prepared for an FMA audit.
Of those who have so...
Quotemonster Takes to the Road for National Tour
A series of 13 roadshows highlighting changes to the Quotemonster platform will take place across the country over the coming weeks, with the first...
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...