Majority Support Delegating Life Insurance Applications
Our latest poll result finds a majority of advisers agree they should delegate the completion of life insurance applications to a team member.
In a...
Latest Poll – Will Delegation Make You More Productive?
Our latest poll question stems from an insightful message from Kiwi risk specialist adviser, Brian Burgess, at the 2026 MDRT Global Conference in Sydney last week.
Burgess said...
Adviser Firms Expand Through Ongoing Referral Partnership
There was much reader interest this week in our report on two adviser firms teaming up with RIVAL Wealth providing ongoing...
Risk Commissions Under Regulator’s Spotlight
The FMA’s new Financial Conduct Report, which sets out its regulatory priorities for the 2026-27 financial year, includes a focus on managing conflicts from...
Talk is Cheap …But the Returns are Fantastic
Word-of-mouth remains the best marketing professionals can use, or get. The next best is 'talk'. Talk to clients and prospects directly. One-to-one…actually spending time...
Advice Businesses Unprepared For the Unexpected – Report
A new Australian research report examines how well advice businesses are positioned to respond to the sudden death or permanent disablement of a principal,...
Client Contact Frequency: How Much is Enough?
The question of whether client contact frequency makes a discernible difference to the strength of the adviser-client relationship, or enhances the perceived value of...
New AI Agents Launched by TAP
The Adviser Platform is launching new AI Agents which it says introduce new AI capabilities designed to automate some of the most operationally intensive...
Advice Policy Summit 2026 Announced
Financial Advice NZ has announced “a New Zealand first” Advice Policy Summit for the financial advice sector, held in conjunction with its hosting of...