Three New Appointments at nib
Changes at nib mean its regionally based Adviser Partner Managers will now report to Stu Crowther, who’s taken up the position of National Manager...
Nib’s Top Five Medical Claims for May
Four of the top five most expensive surgeries covered by nib in May were for heart procedures.
The most expensive operation funded by the firm...
Massey Offers Finance Mentoring Scholarships
A collaboration between the Ministry of Social Development and Massey University will help upskill the workforce dedicated to providing financial mentoring services.
This will be...
Empower Clients Through Plain Language
GUEST COLUMNIST – KATRINA SHANKS
Having the ‘curse of knowledge’ means advisers need to translate technical terms into plain language when it comes to advising...
Chubb’s Multi-Benefit Discount Offer
Chubb Life has launched an enhanced multi-benefit discount campaign which is available for new policies from 26 June until 30 September 2023, and offers...
Client Meetings Poll
Industry training firm Strategi says that while there is nothing requiring FAPs to have annual meetings with their clients, they do need to ensure...
CoFI Guidance Published by FMA
The FMA has published its final guidance for financial institutions that distribute products and services through intermediaries as part of the Conduct of Financial...
The Importance of Client Reviews
Our report on the frequency at which advisers should review their client's needs, goals, and risks is not just the basis of this week's...
Customer and Product Data Bill Consultation Starts
MBIE is seeking feedback on the draft version of the Customer and Product Data Bill.
Glen Hildreth, Manager Consumer Policy, MBIE, says the draft Bill...