Wednesday, February 26, 2020

Services

AIA Launches New Support Programme for Financial Advisers

AIA has launched a new adviser support programme to help reduce the pressure of incoming regulatory changes and help them improve client communications. Called Apollo...

Will You Use Back-Office Services to Free up Your Time?

Our latest poll is seeking your feedback on whether you're considering a change to your back-office set-up this year to accommodate the 'tsunami of...

Why Kiwis are Holding on to Their Private Health Insurance

More Kiwis are hanging on to their medical insurance for fear they won't be looked after by the public health system says Roger Styles,...

Kepa Appoints New Head of IT

Elizabeth Brogan (pictured) is to lead the development of IT solutions and enhancement of existing technology tools to assist Kepa and its advisers as...

Newpark to Launch Adviser Support Service

Newpark Group is launching a support service for advisers to help them manage the headwind of increased compliance. Called Asset (Adviser Support Services Team), the...

Newpark Reveals New Developments for Advisers

Newpark has been working on a number of new developments for advisers, to support them in compliance, client support and business development. In July, Newpark...

Insurers Back Newpark’s Adviser Mental Health Initiative

Newpark has confirmed Fidelity Life and nib have offered strong support for the dealer group’s recently launched HeadSpace, a mental health initiative for financial...

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...

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...