Saturday, February 1, 2025

Adviser Withdraws Clawback Bill

News that an adviser has been asked to compensate a client following the intervention of a dispute resolution service generated lots of reader interest...

Ombudsman Finds for Adviser in Claim Dispute

The most engaged report for Riskinfo readers this week featured an Ombudsman’s ruling on whether an adviser should be required to refund eight years'...

How Can You be Sure Your Advice Will Pass the Test?

Attracting strong reader interest this week was a feature article looking at what advisers can do to protect themselves when a client raises a...

Partners Life – The Road Ahead

A feature interview with Partners Life CEO, Michael Weston, in which he shares his plans for the future of the company – including his...

Extra 10% Commission for Fidelity Life E-App Users

News that Fidelity Life is offering its advisers a bonus commission rate attracted significant reader interest this week... Advisers working with Fidelity Life are being...

Asteron Life Launch MDRT Grant Programme

News that Asteron Life is offering grants totalling $20,000 to help a selection of advisers who attended this year’s MDRT Annual Meeting in Vancouver attracted significant reader interest...

The Role of AI in Financial Advice

Predictions about how AI can help financial advisers grow their business in future caught the attention of Riskinfo readers this week... Every financial adviser, or professional working with financial...

AIA Pledges to Share More Claims Data with Advisers

Our report on AIA's recent adviser summit and news the firm plans to share more of its claim data led reader engagement this week... More...

FMA Censures deVere for FAP Licence Breach

News that a FAP has been censured by the FMA for breaching its licence attracted strong reader interest this week... Auckland-based financial services firm deVere...