Friday, March 29, 2024

Polls

Poll Shows 65% of Adviser Businesses in Good Shape

In our latest poll we're asking if your advice business is in better shape today than a year ago, and it seems a positive...

New Poll: How’s Your Business Tracking?

The past 12 months have seen many changes to the financial services industry with the introduction of new regulations as well as the ever-present...

Are Clients Missing Out on Added Benefits to Their Policies?

When it comes to letting clients know of the added benefits their policies include, it seems less than half of financial advisers think to...

Additional Benefits of Insurance Policies

An announcement by Cigna reminds financial advisers of the additional benefits their clients can draw on that are over and above the key purpose...

Advisory Practices Keen to Work with Schools

With plenty of evidence appearing to show that many Kiwis lack the skills to manage their money well or have an appreciation for the...

New Poll – Time to Build Strong Links with Schools

The issue of low financial literacy being linked to the low uptake of insurance, and Kiwi's low levels of overall financial wellbeing, have been...

Poll Result – Professional Indemnity Cover

Last week we asked if you have professional indemnity cover for your advice business. While PI cover is optional, it appears the take up is...

What’s Your Position on PI Cover?

With professional indemnity cover being optional for financial advisers we thought we'd gauge the lay of the land in this week's poll. In December 2020...

One Third of Readers Concerned About Consumers Buying Insurance Online

Last week we asked if you are concerned that consumers are buying life insurance products via websites and apps? From the votes cast so far,...