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...
Privacy Violation Risks Increased
As the government look to tighten up the Privacy Act so advisers might find themselves falling foul of not only New Zealand law but...
You Say ‘No’ to Higher Levies
Last week's poll asked if you support the prospect of paying higher levies to industry regulator the Financial Markets Authority (FMA).
So far 86% of...
Latest Poll – Adviser Cost in Funding the Industry Regulator
Funding of the FMA is under review by the MBIE, and it looks likely financial advisers will end up paying more in levies as...
Advisers Divided on Handing More Work to Admin Firms
Last week we asked if advisers plan to increase their use of third-party firms to handle the admin and back-office work for their business.
In...
Will You Use Back-Office Services to Free up Your Time?
Our latest poll is seeking your feedback on whether you're considering a change to your back-office set-up this year to accommodate the 'tsunami of...
Advisers Positive Around Risk New Business Levels in 2020
Advisers appear to be mostly 'bullish' when it comes to the level of life insurance new business they're looking to produce in 2020.
As we...