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...
Poll Result: File Notes Up to Scratch?
In the event of a customer ever disputing advice given by advisers, it seems a healthy majority of those in the sector believe their...
New GM at Haven Financial Advisers
Haven Financial Advisers has announced its Chief Operations Officer, Louise Gordon is to become the firm's new General Manager.
The company says Gordon has been...
Latest Poll: Up for Dispute?
While disputes about financial advisers have reduced in the first six months of this financial year, financial ombudsman FSCL has reported a spike in...