Changes Needed to Capture the Next Generation of Clients
The World Life Insurance Report 2026, released by the Capgemini Research Institute and LIMRA, highlights both an opportunity and a challenge for financial advisers.
Among...
Quotemonster Roadshow to Visit 15 Cities and Towns
There was plenty of reader interest this week in our reporting of Quotemonster’s roadshow for advisers which will visit 15...
Ombudsman Receives More Than 86,000 Cases in 30 Years
The Insurance & Financial Services Ombudsman Scheme has received more than 86,000 cases over the 30 years since it launched in 1995.
In marking its...
Advisers Becoming More Proactive in Clients’ Estate Planning
The financial advice profession is becoming increasingly proactive in helping clients with estate planning issues such as wills but it’s been a journey to...
Update on Fidelity Life Adviser Initiatives
An update on Fidelity Life's adviser initiatives over the past year ahead of its 2025 Engage events in October attracted much reader interest...
Financial Ombudsman Service Rated Accessible and Fair
An independent review report has found that a financial ombudsman service, Financial Services Complaints Limited, is delivering fair, accessible, and effective dispute resolution for...
Partners Life Innovator Moves to Simfuni
Simfuni, a provider of insurance payment and management software for insurers, has appointed former Partners Life' Head of Digital Innovation, and an insurtech innovator,...
Dacreed Picks up Adviser Support Programme
The adviser support programme (ASP), launched by Partners Life in 2018, is being handed over to compliance and training firm Dacreed.
Originally launched as a...
Strategi Retains Top NZQA Rating
Strategi Institute has retained its category one rating from government qualifications regulator NZQA. The firm has held the rating for 12 years.
In its latest...