Top Five Predictions for 2023
Like everyone else, advisers want a glimpse of the future, and this week was no different when we published a list of predictions for...
What Advice After Licensing Looks Like
GUEST COLUMNIST – KATRINA SHANKS
Katrina Shanks says the two-year journey to the dawn of March 15 has encouraged all advisers to put their processes...
Which Comes First – Business Risk Assessment or Personal Risk Assessment?
Cecilia Farrow writes that when it comes to providing personal risk advice to owners of very small businesses, advisers need to first assess its financial...
Advisers Will be Kiwis’ Trusted Partners in 2023
GUEST COLUMNIST – KATRINA SHANKS
Katrina Shanks says that as Kiwis start to consider their options and plan for a potentially turbulent 2023, many will be helped by financial...
Aussie Consumers Groups Demand a Ban on Commissions
Riskinfo thanks AFA CEO, Phil Anderson, for permission to publish an extract based on one of his LinkedIn posts, in which he calls out...
Adviser Avoids Responsibility in FSCL Complaint
In this article, Stephanie Newton, Case management Team Leader at Financial Services Complaints Limited, shares an example of a dispute about insurance advice that...
Insurance is a Driving Force in The ‘Wellness Revolution’
GUEST COLUMNIST – KATRINA SHANKS
With the year fast-drawing to a close, we’re all starting to look back at the learnings we’ve gained in 2022,...
Breaking Through The Replacement Labour Response With SMEs
Cecilia Farrow looks at how advisers might better serve the needs of their SME clients during a period when many in this sector are...
Sparks Fly When Advisers Get Together
GUEST COLUMNIST – KATRINA SHANKS
After three long and tumultuous years, being able to hold this year’s Financial Advice NZ conference in person felt like...