Financial, Insurance Advice and Schools
Our latest poll is asking whether you think your advice business should be linking with local schools to address financial literacy and underinsurance.
Our most...
Financial Education Platform Encourages Advisers to Reach Out to Schools
Online financial education platform, Banqer, has called for advisers to get involved in schools around New Zealand.
Banqer was a general sponsor of the recent...
Adviser Study Claims Industry-First Benchmark for ‘Know Your Client’ Behaviours
The international financial advice community has benchmarked for the first time the extent to which financial advisers know and understand their clients, a new...
Financial Advice NZ Conference Wrap
Almost 600 delegates attended the inaugural Financial Advice New Zealand National Advisers Conference in Rotorua last week.
The Conference delivered a raft of messages and...
Don Connelly Speaking at Financial Advice NZ Conference
Renowned speaker, motivator and mentor to financial advisers, Don Connelly, will be sharing the wealth of his wisdom at this week's inaugural Financial Advice...
Financial Advice Needs a Presence Within The Workplace – FSCL
Financial Services Complaints Chief Executive, Susan Taylor, has spoken out to advocate for the introduction of financial advice initiatives into the workplace.
If more employers...
Amazon Insurance Move Likely to Have Ripple Effect in NZ
E-commerce giant Amazon’s recent announcement that it is starting life, health and general insurance products in India, may likely have ripples effects in New...
Fix Financial Literacy and Solve Underinsurance – Poll
The majority of advisers agree that the best way to solve New Zealand's underinsurance problem is to first address and solve the issue of...
How The Insurance Industry May Change by 2023
The life insurance industry may look very different in a few years time and many of the issues its grappling with now may be...