Advice Disputes – Your Verdict on Your File Notes
A small majority of advisers, it seems, are confident their files notes would protect them if their advice was ever disputed by a client,...
Advice Disputes – Latest Poll
Our latest poll is asking you to reflect on whether you’re confident your file notes would protect you if your advice was ever disputed...
Enough Product Innovation? Your Verdict
Product innovation in New Zealand’s life insurance sector is, our latest poll indicates, not doing too badly at all.
As we go to press, while...
Latest Poll – Enough Product Innovation?
Our latest poll is asking advisers if there is enough product innovation in New Zealand’s life insurance sector.
The question arises after a report last...
Overly Conservative FAPs? Your Verdict
More than half of advisers have indicated they believe their Financial Advice Provider is taking an overly conservative approach to meeting current regulatory obligations.
As...
Latest Poll – ‘Overly Conservative’ FAPs?
Our latest poll is asking if advisers believe their Financial Advice Provider, whether that be themselves directly or another entity, is taking an overly...
Poll Result – Increase in Policy Cancellations?
Nearly eight-in-10 respondents to our latest poll agree their advice practice is experiencing a higher rate of life insurance policy cancellations.
As we go to...
Latest Poll – Increase in Policy Cancellations?
Our latest poll is asking whether your advice practice is experiencing a higher rate of life insurance policy cancellations by your clients?
Our question arises...
AI in Advice Practices? Your Verdict
A solid cohort of advisers have indicated they are fully intent on building more AI technology into their advice practice operations during 2025.
As we...