Wills – The Untapped Opportunity for Advisers
Sponsored Content - Every adviser wants to be seen as the trusted partner who looks after their clients’ full financial wellbeing. But there’s one area consistently overlooked - wills...
Advisers Becoming More Proactive in Clients’ Estate Planning
The financial advice profession is becoming increasingly proactive in helping clients with estate planning issues such as wills but it’s been a journey to...
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...
Latest Poll – ‘Will’ They or Won’t They?
Our latest poll is seeking to ascertain what percentage of your clients have a will in place.
The question stems from our report highlighting a...
Seven Reasons Why Clients Need a Will
If advisers have clients who seem unwilling to make a will, Welsh adviser Craig Palfrey has outlined the reasons he uses to convince his...
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...
Naomi Ballantyne Talks Succession Planning
Catching the attention of Riskinfo readers this week was news that former Partners Life MD Naomi Ballantyne has fronted a video offering guidance on...
Affordability Issues Dampen Insurance Take-up
The FSC's latest Money & You research reveals the cost-of-living crisis continues to stand in the way of New Zealanders and insurance. Of those...
AIA Terminal Illness Survey
AIA is running a survey to help it understand how advisers factor in the need for terminal illness cover during their advice conversations, and...