Advisers Cautioned on Book Acquisition
Acquiring a book of clients is a quick way to grow an advisory business. However, Strategi's Dave Greenslade says the new advice regime has...
Financial Adviser Locum Scheme Subject of FSC Webinar
The value of locum advisers to help maintain business continuity when a member of the financial adviser team is away will be debated during...
Projected Premiums Significantly Impacted by New IP Products – Report
Modelling released by Australian research firm DEXX&R significantly reduces projections for new IP premiums over the next 10 years.
This conclusion was made by the...
A Quarter of Advisers Ready to Leave Their Job
Research on the mental health of financial advisers reveals a range of concerning findings says AIA NZ. Among them is that a quarter of...
Partners Life Online Application Initiative
Just over two years on from its 2019 launch, Partners Life has given advisers one more reason to use its MUM underwriting system –...
Heavier Focus on Compliance and Business Consolidation Predicted for 2022
Each year regulators such as the FMA, Department of Internal Affairs, and the Commerce Commission say they will increase their regulatory activities. However, 2022...
Benefits of Communicating with Customers on Their Terms
Consumers have increasingly embraced digital communication as a direct result of government lockdowns getting in the way of face-to-face consultations with their financial adviser.
This...
Mandatory Privacy Breach Reporting – Year One
It's a year since the introduction of the mandatory privacy breach reporting regime and Allan Yeoman of law firm Buddle Findlay says several high-profile...
Traffic Light System Helps Cigna Advisers Meet Regulations
Cigna NZ is helping independent financial advisers stay on top of their regulatory obligations with the launch of a new ‘My profile’ tool on...