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...
Successful Succession: Lay Out a Career Path
Succession planning is a major issue for an ageing adviser force, many of whom are wondering how to access their decades of accumulated equity...
Nominations Open for ‘Support Person of the Year’ Award
Nominations are open for Chubb Life's 2026 'Support Person of the Year' award.
In an adviser update, the insurer says this is advisers’ chance “…to...
Overly Conservative? Poll Result
In a surprising result, our latest poll finds that a big majority of advisers agree that their advice practice is overly conservative in the...