Naomi Ballantyne to Step Down from Partners Life
Naomi Ballantyne, Managing Director of Partners Life, has announced her plans to retire from the firm.
In a video address, Ballantyne says that after 41...
Keep Disclosure Simple
Compliance advisory firm Strategi reports that while most FAPs are complying with disclosure regulations, in many cases there is an unnecessary duplication of information.
This,...
Judges Order AU$34 Million in Fines and Penalties
A number of Australian life and investment firms face combined penalties totalling AU$34 million following self-reported failings to the regulator.
In the first case, the...
Adviser Firm Offers Options on Client Ownership
Most interest this week was directed to our report about a financial services firm that prefers advisers keep their client list when they decide...
Nib Expands into New Areas
Nib is taking its first steps into life, trauma, and income protection insurance in the adviser and group channels.
From 1 June 2023 advisers will...
Outsourcing Could Make Advisers Feel More Fulfilled
GUEST COLUMNIST – KATRINA SHANKS
In the busyness of life and work, it’s crucial for advisers to remember why they're doing what they're doing, writes...
Massey Launches Complaint Resolution Course
Massey University has launched an online course to share best practice in complaint response for those working in insurance and financial services.
Its Complaint Response...
FSC Invites 2023 Awards Nominations
The FSC has launched its 2023 Awards programme, which aims to showcase excellence across New Zealand’s financial services industry.
“We are excited to launch the...
Report Highlights Average Number of Clients Per Adviser
Several years of industry departures in Australia have resulted in the remaining advisers taking on a higher volume of clients, according to Adviser Ratings...