Latest Poll – Is AI on Your Business Radar?
Our latest poll is asking you to consider the extent to which you will be embracing AI services into your advice business this year.
This...
Asteron Life Extends Sponsorship
Asteron Life has announced an extended sponsorship of the Gut Foundation which is dedicated to improving the gut health of New Zealanders.
The insurer says...
‘Silver Economy’, Digital Natives Focus for 2025 – Report
The top trends in life insurance for this year include firms revamping customer journeys and updating systems to increase client retention.
The predictions are made...
Offering Episodic Advice? Your Verdict
There was a strong divide amongst respondents to our latest poll asking advisers whether you would consider offering episodic advice in future to clients...
The Tight Five – How to Generate New Business
GUEST COLUMNIST – TONY VIDLER
When it comes to building an audience of influencers, advocates, and fans who will all send business your way, it...
Training for New Advisers – Partners Life
The next online training course for new advisers held by Partners Life will run from 24-26 February.
The insurer says the three-day course is for...
Episodic Advice Poll
Of the 10 million Australians looking to see an adviser in 2025, half want to pay for advice as-and-when they need it. Is that...
FMA to Change Regulatory Approach for 2025
There was strong reader interest this week in news that the FMA will be changing its regulatory approach next year...
No new rules will be...
Auditor’s Licence Cancelled
The New Zealand licence of Sydney-based auditor, Mr Sam Danieli, to carry out FMC audits in New Zealand has been cancelled by the FMA.
Danieli’s...