Sunday, May 26, 2024

Practice management

Customer Engagement Initiative Relaunched

Our report that Fidelity Life has resurrected its system to recognise advisers who deliver exceptional customer service drew strong reader interest this week... Fidelity Life...

FMA Prepares for FAPs’ Annual Returns

The FMA is preparing a series of online information sessions to help FAPs understand how to use its online portal to file their annual...

Wellbeing of Financial Advisers Has Improved – Report

A new report shows that while the overall wellbeing of advisers has improved since 2021, compliance is now the highest cause of stress. In 2021,...

Call to Retain Existing Level 5 Qualifications

One industry leader's response to news that the Level 5 certificate may be changed, coupled with his suggestion that advisers should concentrate on good...

Lessons from Poor Client Handover

There are key issues advisers need to always keep front of mind, says Compliance Refinery's CEO Steven Burgess. He points to a recent FSCL...

Understand The Buying Journey of Your Clients

Catching the attention of most advisers this week was a guest columnist's suggestion to adopt a softly-softly approach when presenting clients with unexpected or...

Poor Record Keeping Tripping up FAPs

Our report that inadequate record keeping has been identified as a common compliance issue attracted plenty of interest among Riskinfo readers this week.. Inadequate record...

Alternative Solutions for Risk Advice Remuneration

Alternative solutions are being outlined by advisers and other industry stakeholders in Australia to address concerns that remuneration for life insurance advice remains commercially...

Pros and Cons of Mergers & Acquisitions

A list of common mistakes FAPs can make when implementing plans to grow their company via mergers and acquisitions has been published by Strategi...