Life Insurers’ Three Greatest Challenges Globally
The top three challenges facing life insurance executives globally has been revealed in the 2019 report What’s on the Minds of Life Insurance Executives...
News in Brief
FMA Opens Transitional Licensing
Transitional licensing opened this week on Monday 25 November.
Click here to apply for a transitional licence.
The FMA has also released a...
Learn Lessons from Past Complaints to Improve Conduct and Customer Outcomes
There are many lessons learned from past complaints that financial advisers can apply to their business practices to avoid problems in the future. Insurance...
Specialist Risk Adviser Numbers Continue to Decline
Risk specialist advisers are becoming an 'industry niche' in Australia, according to latest research released by Investment Trends.
This is one of the key findings...
Chatbots Becoming Part of Daily Life in NZ
Support chatbots are increasingly being used in New Zealand to resolve queries or issues, according to a recent report from the AI Forum of...
More Advisers on the Move
In Australia, research and advice firm Adviser Ratings has reported a 70 percent increase in the number of advisers moving between licensees in the last...
FSC Reports Solid Membership Growth
The Financial Services Council has reported solid growth across its activities, including membership growth of 60 percent.
As of 1 November 2019, the FSC has...
Privacy Breach at FMA
The FMA has apologised for a privacy breach that it said meant complaints documents it received between 2015 and 2017 were potentially accessible via...
How to Get Rid of the Client From Hell
While all advice businesses pursue their ideal client, it’s fair to say that many advisers also have one or more ‘clients from hell’ on...