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...
Nib and Menodoctor Launch Nib Meno Care
Nib has launched Nib Meno Care, a health management programme for women navigating perimenopause and menopause.
Created in partnership with menopause specialist Dr. Linda Dear,...
Chubb Launches Underwriter Chat Service
Chubb has launched a click to chat function on the homepage of its adviser hub site, and within the online quote tool, so advisers...
Emergence of Claims Outsourcing Trend
A large Australian dealer group is the latest firm adopting a growing trend across the Tasman of advice businesses outsourcing some or all of...