Sunday, July 12, 2020

Polls

Will You Join A FAP Or Go It Alone?

With MBIE's announcement that the FAP licence regime will start on 15 March 2021, and the FMA having released details of its proposed three-class...

Are You Documenting Your Advice?

During a webinar organised by the Financial Services Council, David Ireland, a partner at law firm Dentons Kensington Swan, strongly suggested financial advisers start...

Insurance Firms Could Do More To Help – Poll

Last week we asked if you are happy with the way insurance firms have responded to the Covid-19 crisis. We reported that a range of...

Are Insurers Doing Enough?

A number of insurance companies have responded to the Covid-19 crisis with a range of initiatives designed for both advisers and consumers. For example, additional...

Poll – Commission Claw-Back

The CEO of Financial Advice New Zealand, Katrina Shanks, is worried a spike in cancelled policies will cause commission claw-backs at a time when...

Upfront Commission Payments

Our latest poll stems from Partners Life's recent defence of current remuneration arrangements for advisers (see: Advisers Are the Good Guys). The FMA has concerns...

Video Conferencing Gets Thumbs Up

Last week we asked how well you are coping with video-conferencing platforms for meetings with clients and colleagues. While most of us know many of...

Latest Poll – How Are You Coping With Video Calling?

It seems a lifetime ago that we were able to have a business meeting over a cup of coffee, visit a client at home,...

Advisers Positive About a Post-Virus Future

Despite the vast majority of people in New Zealand being in lockdown under the Government's COVID-19 Level 4 guidelines, the business sentiment among financial...