What Drives Your Product Selection? Latest Poll
What is the one factor which most often informs your selection of a life insurance product solution for your client?
In an ever-changing consumer and...
Overly Conservative? Poll Result
In a surprising result, our latest poll finds that a big majority of advisers agree that their advice practice is overly conservative in the...
Latest Poll – ‘Cautious’ Advice?
Our latest poll is seeking your views on whether your advice practice is overly conservative in the advice processes it uses, which the FMA...
Cybersecurity Protocols – Latest Poll
Our poll question this week has been prompted by an ‘urgent warning’ from NZFSG to its adviser network following a sharp increase in sophisticated...
Poll Result – Advisers Split
Our latest poll result indicates that a slim majority of advisers agree that too many personal financial planning clients fail to receive life insurance...
Latest Poll – Failure to Refer Clients for Risk Advice?
Our latest poll is based on the premise that all financial planning clients should have access to life insurance advice appropriate to their circumstances.
Some...
Poll Result: File Notes Up to Scratch?
In the event of a customer ever disputing advice given by advisers, it seems a healthy majority of those in the sector believe their...
Latest Poll: Up for Dispute?
While disputes about financial advisers have reduced in the first six months of this financial year, financial ombudsman FSCL has reported a spike in...
Poll Result: Business Growth Ahead?
Financial advisers appear quite upbeat about the commercial prospects for their advice practices for the 2026 calendar year.
As we go to press, nearly three...