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...
Latest Poll – Is Fee-For-Service For You?
In our latest poll, we ask you whether you are likely to charge a fee for your services in the future.
National adviser firm, Kepa,...
Is Your Business Ready for Licensing?
The Adviser Platform has put together a two-minute quiz for advisers to help them find out if their business is ready for licensing. Managing...
Top Tips on How to Engage Millennial Clients
The CEO of Australian company Lifespan Financial Planning, Eugene Ardino, writes about one of the advisers in his business, Arkadiusz Bryl, who has developed...
Latest Poll – Are You Applying For A Licence?
As 4 November draws nearer, when applications for transitional licensing open, our latest poll revisits the question of who will be applying for a licence...
Advisers Underprepared for Licensing – The Adviser Platform
The Adviser Platform (TAP) Managing Director, Ryan Edwards, has voiced his concern that many advisers may be underprepared for the new licensing environment, whether it...