Advisers Going ‘Above and Beyond’
More than half of those taking part in our latest survey believe they can assure the FMA their advice is understood by their clients,...
Do Your Clients Understand You?
A tick-box system to help establish clients have understood the advice offered to them was suggested this week by Compliance Refinery CEO Steve Burgess.
“The...
Cost of Living Poll Result
It appears cost-of-living pressures are starting to bite with 85% of respondents to our latest poll indicating their clients are reducing or cancelling their...
Cost of Living Poll
With a new report from the FSC indicating more Kiwis are worried about money, we want to find out if financial pressures are impacting...
Future of TPD – Poll Result
Just 10% of those who have taken part in our Total and Permanent Disability insurance poll expect to write higher volumes of this type...
Future of TPD Poll
Our latest poll seeks your thoughts on the future of Total and Permanent Disability insurance in New Zealand.
In noting the FSC is conducting an...
Fee for Advice Poll Result
It seems more than half of those who have so far responded to our latest poll believe they will charge clients for risk advice...
Fee for Advice Poll
With almost half of insurance advisers in Australia charging clients for risk advice, this week's poll sets out to establish if the trend will...
Why Kiwis Don’t Seek Financial Advice – Your Verdict
The majority of the financial advice community appears to believe that the low number New Zealanders seeking advice essentially comes down to a lack...