Wednesday, May 21, 2025

General

FMA Pilots New Financial Advice Regulatory Panel

The FMA is creating a pilot Financial Advice Regulatory Panel to provide industry perspectives to the authority on issues related to regulated financial advice...

Call for Tailored Financial Literacy Programmes

A new study is calling for financial education in New Zealand schools to be more inclusive of the cultural identities and lived experiences of...

Cultural Fit Key to Practice Sale

Selling a financial planning business involves far more than simply agreeing on a price, says the CEO of an Australian M&A company which specialises...

More Premium Relief Offered

Fidelity Life customers facing financial hardship in Selwyn, Christchurch city and Banks Peninsula, as a direct result of recent severe weather, can apply to...

Life Covers Up, Claims Lower

There was significant reader interest this week in news that while the life insurance industry had the highest number of covers in more than...

Sales and Prospecting Lessons  – Poll Result

Advisers, it seems, are not universally convinced that sales will solve themselves when you build a great marketing system. As we go to press, the...

Financial Advice Firm Partners with Plunket

Haven Financial Advisers has announced a new partnership with Whānau Āwhina Plunket, which the firm says reinforces its commitment to building brighter futures for...

Gen Z Trust Recommendations Over Big Brands

Marketing life insurance advice to Gen Z and Gen Alphas requires the personal touch and as little on-boarding friction as possible, said Skye Wealth...

Rise of Financial Advice Marked ‘Transformative’ Industry Shift

Gail Costa, Chubb Life NZ’s retiring CEO, says that when independent financial advice really began to take hold in New Zealand, it was a...