What’s Your Biggest Business Challenge?
Guest columnist Tony Vidler writes this week that whatever regulatory changes advisers are facing, there will not be an end to it. More importantly...
Poll Result – Outsourcing Claims Services
The vexed question of whether advisers would be open the future possibility of outsourcing their client’s life insurance claims process to an external specialist...
Latest Poll – Outsourcing Claims
Our latest poll seeks your view on an emerging trend across the Ditch which is seeing more advice firms outsourcing some or all of...
Fee-For-Advice Poll Latest
Close to half of those who have so far cast a vote in our latest poll indicate they are considering billing clients for advice....
Are You Moving to a Fee-For-Advice Model?
This week Tony Vidler suggests advisers should value themselves properly, saying that if a prospective client does not value objective advice enough to pay...
Kiwis Struggle to Afford Insurance – Poll
The life insurance market is shrinking according to economist Shamubeel Eaqub.
Speaking during an FSC masterclass at the organisation's annual conference this month, he...
Voters Split on Client Clawback Bills
It looks like the adviser community is split when it comes to asking clients to cover clawbacks.
We launched our current poll in a week...
Do You Invoice Clients for Clawbacks?
When clients do the unexpected and cancel a policy, the thorny issue of the clawback quickly surfaces.
As an adviser, do you take it in...
Will Your Advice Stand the Test of Time?
Our latest poll asks you to reflect on the procedures you currently build into your advice process.
As we report elsewhere this week, industry expert,...