Poor Record Keeping Tripping up FAPs
Our report that inadequate record keeping has been identified as a common compliance issue attracted plenty of interest among Riskinfo readers this week..
Inadequate record...
AIA Moves $500m Investment Portfolio
AIA NZ has partnered with investment funds manager Smartshares – a subsidiary of the New Zealand Stock Exchange company – to manage its $500m...
Financial Stress Increasing Among Kiwis – Survey
Financial advisers are more likely to come across clients facing financial stress with 49% of parents responding to a nib survey saying financial uncertainty...
Product Suitability Webinar
The process of proving product suitability to clients is the subject of a Financial Advice NZ webinar featuring compliance expert Karty Mayne from Roswill...
The Long Road to Financial Literacy
GUEST COLUMNIST – KATRINA SHANKS
Researchers tracking the developing financial literacy of 300 young Kiwis have shared some of their key findings with Katrina Shanks,...
Experienced Adviser Pathway Becomes Law in Australia
Our report on a new law in Australia giving education exemptions to experienced advisers, who would otherwise be unable to continue working in the industry, attracted...
Advice Service Fees Poll Result
Just over one third of those who have so far taken part in our latest poll believe life companies will – at some point...
Policy Fee Waiver Extended
Fidelity Life has extended its 'no policy fee' waiver to March 2024, having initially announced it would close on 31 August this year.
Launched on...
Economic Insights from Chubb
Chubb has partnered with independent economist Cameron Bagrie to share his thoughts on the economy via a regular series of webinars.
The firm's General Manager...