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...
Insurance Firms Could Do More To Help – Poll
Last week we asked if you are happy with the way insurance firms have responded to the Covid-19 crisis.
We reported that a range of...
Are Insurers Doing Enough?
A number of insurance companies have responded to the Covid-19 crisis with a range of initiatives designed for both advisers and consumers.
For example, additional...