Does Your Business Have a Communications Strategy?
Fidelity Life’s Head of Professional Development, Trecia Brown, explains how an effective communications strategy can strengthen relationships with your clients and how to create...
Learn Lessons from Past Complaints to Improve Conduct and Customer Outcomes
There are many lessons learned from past complaints that financial advisers can apply to their business practices to avoid problems in the future. Insurance...
Poll Results – Advisers Well-Prepared for Licensing
Our latest poll asked when and if you would be applying for a transitional licence to operate as a financial advice provider under the...
FMA Imposes Two Standard Conditions for Transitional Licences
The Financial Markets Authority has announced it has imposed two standard conditions for transitional licensing, after considering all submissions it received during the consultation...
The End is Nigh…
Managing Director of DCW Management, David Whyte, critiques the different aspects of the approaching regulatory regime, covering disclosure, licensing and adviser remuneration…
A typical placard seen on...
Partners Life Launches My Underwriting Manager
Partners Life has launched its new software, My Underwriting Manager (MUM), on 4 November.
The new tool for advisers, previously announced in October as PLUME...
Southern Cross Drives Workplace Wellbeing Conversation
Southern Cross Health Society recently held its fourth annual BeingWell conference at Auckland Aotea Centre, helping business leaders navigate employee wellbeing and safeguard a...
How to Get Rid of the Client From Hell
While all advice businesses pursue their ideal client, it’s fair to say that many advisers also have one or more ‘clients from hell’ on...
New Regime Spells Opportunity for Advisers
The insurance sector is facing tremendous change, and with that change comes opportunity, says Suncorp New Zealand's Executive General Manager Distribution, Cris Knell...
There’s opportunity for...