Record Keeping Poll
Strategi Group's Executive Director David Greenslade says FAPs need a stronger focus on record keeping, and that client records should be able to be...
Practice Values Rising
More than half of those who have so far taken part in our latest poll agree their advice business has a higher value today...
Value of Your Business – Poll
The value of risk advice practices appear to be on the up and up in Australia, but is the same happening in New Zealand?
John...
Statutory Liability Cover Poll Result
Two-thirds of those who have so far taken part in our latest poll indicate they have statutory liability insurance in place.
The poll follows our...
Statutory Liability Cover Poll
Defending a breach of the law would not only be a substantial cost to a FAP, but could be a significant interruption to the...
Client Meetings Poll Result
Sixty-six percent of those who took part in our latest poll agree they should meet their clients for an annual review.
Of the remainder, 26%...
Client Meetings Poll
Industry training firm Strategi says that while there is nothing requiring FAPs to have annual meetings with their clients, they do need to ensure...
Advisers Divided on Paid Claims Services
Kiwi advisers appear to be divided on the question of charging fees for claims support services.
As we go to print this week, a small...
Latest Poll – Fees for Claims Support?
Much interest this week revolved around the potential future prospect of charging fees for claims support services - seemingly a notion which is dividing...