Nib’s Top Five Medical Claims
Cancer treatment has topped the list of claims in the latest medical data from Nib covering the top five most expensive procedures funded by...
Minister Bayly to Reform CoFI
In his inaugural address to the financial services sector at the FSC's Outlook 2024 conference, the Minister of Commerce and Consumer Affairs Andrew Bayly...
Partners Life Distribution Team Update
Partners Life's has appointed an acting General Manager Adviser Engagement to cover for a member of staff being away from work.
Gemma Vivian is now on...
Fair Conduct Programmes a Matter for the Board – FMA
The FMA's CEO Samantha Barrass (pictured) told those attending the FSC's Outlook 2024 conference that her organisation will not review company's fair conduct statements.
Addressing...
Simplification of Regulations Welcomed
Financial Advice NZ says a plan to simplify CoFI regulations, while keeping a fair conduct programme to protect consumers, is a welcome move by...
Aussie Advisers Happier With Insurers
Advisers working in Australia are happier with the life insurers they are working with according to an Adviser Ratings study, with the net 'score'...
Wide Adoption of AI by Financial Advisers
A majority of advisers in America are now using AI, particularly for employee onboarding and client communications, according to a survey carried out for...
Your 2024 Compliance Check List
Industry training firm Strategi Group has published the key activities that it says should demand the attention of compliance officers this year.
The firm says...
Adviser Avoids Paying Client $100,000
Our stand-out story of the week highlights the importance of keeping accurate notes of client calls and interactions. In this case, an adviser successfully...