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...
Latest Poll – Will Your Business Survive COVID-19?
With New Zealand in lockdown the impact on some adviser businesses will be huge as face-to-face meetings and client consultations are replaced with phone...
Virtual Meetings Increased
In last week's poll we asked if the coronavirus pandemic would cause you to change the way you communicate with customers.
At the time, social...
Latest Poll – the Impact of COVID-19
With the fear of catching COVID-19 being ever-present, and government pressure to avoid crowds and public gatherings, the opportunity to meet clients to discuss...
Caught Out by The Privacy Act
With so much going on when it comes to industry regulation and the transitional license deadline of 29 June it's no wonder changes to...