A New Pathway to Life Advice Conversations? Poll
Our poll question this week is seeking to canvas whether advisers are finding that the growth in both KiwiSaver funds and in New Zealanders’...
FSC – KiwiSaver Consensus is the Real Election Winner
The Financial Services Council has welcomed ACT’s KiwiSaver policy, saying New Zealand is now closer than ever to a political consensus that KiwiSaver needs...
AIA NZ Launches New Life Insurance Solution
AIA NZ has announced the launch of AIA Cover for Life, which the company describes as an innovative new life insurance solution designed to give New Zealanders...
Insurer Offers Free Online Wills for New Customers
Fidelity Life's new offering of free access to an online will service for new life insurance customers drew strong reader...
Australian Advisers Urged to Revisit Business Insurance
There are more than two million small businesses in Australia – around half of which have owners aged over 50 – but where a...
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...