Monday, May 6, 2024

General

Free Full Licensing Workshops for Class 1 Applicants

The FMA is hosting a series of free online workshops to help guide financial advisers through the Class 1 application process – one section...

Advisers Prefer Face-to-Face Meetings

Three-quarters of advisers prefer to close business in person according to the results of RiskinfoNZ's latest poll. Our poll question followed a survey of the...

Working on Life Claims Causes Stress – Report

Six in 10 advisers have felt stressed when working with their clients on a life insurance claim, according to a survey of financial advisers...

Cyber Threat Concerns Highlighted in New Report

Cyber threats are increasing and pose serious risks to organisations everywhere warns Chartered Accountants Australia and New Zealand in a new publication. Its Cyber Security...

Wellington Women in Insurance

Wellington Women in Insurance is holding an event on Thursday 4 August at Custom Quay in the Capital. Among the topics to be discussed will...

Improving Access to Advice For Low Income Groups

Catching the attention of RiskinfoNZ readers – and making our selection of Story of the Week very easy – was our report on how...

Closing The Deal

A survey of the insurance buying behaviours of Millennials and Gen Zs reveal that when it comes to buying policies, half prefer meeting their...

Senior Management Shake-Up at Suncorp NZ

Suncorp NZ has appointed Chris Robb as its EGM Technology. He arrives at the firm from Salesforce NZ where he was Chief Customer Transformation...

How Customer Surveys Can Help Your Business

Strategi Group has published a 'best practice' guide to customer surveys that's aimed at financial advisers, managers, and owners of financial advice providers. “Surveys are...