Who Schedules Your Appointments?
Our latest poll is drawn from our MDRT report this week, in which a renowned consultant advocates advisers should outsource the scheduling of all...
Financial Advisers Find It Tougher To Place New Business
The majority of financial advisers are finding it harder to place new business with insurers as a result of the Covid-19 pandemic according to...
Latest Poll – New Business Acceptance
A report by advisory and broking firm Willis Towers Watson claims insurers are taking a cautious approach to accepting new business in the current...
Covid-19 – Majority Of Advisers Yet To Bounce Back
Perhaps it is too early to tell but it seems that a fifth of adviser businesses are yet to rebound from the economic affects...
Poll Question – Are We Back To ‘Normal’?
With the country-wide Level 4 lockdown becoming a distant memory for many, life for financial advisers under Covid-19 Level 1 appears to be getting...
Advisers Divided On Disclosing Soft Commissions – Poll
When it comes to the idea of disclosing all soft commissions to their clients it's clear financial advisers across New Zealand are divided.
Last week...
Latest Poll – Anything To Declare?
Under the current regulatory regime, financial advisers have an obligation to exercise care, diligence and skill, and not act in a way that is...
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...