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...
AIA NZ Releases Workplace Neurodiversity Toolkit
AIA NZ has released its Neurodiversity Toolkit to other workplaces and sectors for the first time to support them in taking practical, meaningful steps...
Scams: NZFSG Issues ‘Urgent Warning’ to Advisers
NZFSG issuing an "urgent warning" to its adviser network following an increase in sophisticated email attacks attracted a great deal of interest this week…
NZFSG...
TAP Develops ‘Open Partner’ Offer
The Adviser Platform says it's evolving itself beyond traditional group structures to become "an open partner for the entire financial advice ecosystem".
The company says...