Thursday, December 9, 2021

General

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...

Latest Poll – Solving NZ’s Underinsurance Dilemma

Almost everyone in the New Zealand life insurance industry appears to accept Kiwis, like the general population in most countries, suffer from both a...

Former PAA Chair Weighs in on Insurance Claim Media Coverage

Professional Advisers Association Former Chairperson, Bruce Cortesi, has renewed his earlier concerns on the portrayal of an insurance claims case by consumer affairs television...