New Guidance Stresses Adviser Accountability as AI Adoption Accelerates
The US-based Financial Planning Standards Board (FPSB) has published a practice guidance note on the use of AI in financial planning, outlining how advisers...
Simfuni Finalist in Asian Tech ‘Battle’
New Zealand-based Simfuni has been named as a finalist in a major tech competition seeking to find “Asia's Most Disruptive Insurtechs”.
The company is one...
Chubb Life Unveils ‘Revolutionary’ Innovation in Underwriting
Our report on Chubb Life unveiling a tool which it describes as a “revolutionary innovation in underwriting” drew significant reader interest...
Opinion Divided on Going Paperless – Poll
Our latest poll result finds that while a majority of advisers indicate their advice practice will welcome the day when every stage of the...
Data Reveals Structure of Modern Advice Practices
Financial Advice NZ says the FMA's recent regulatory returns data shows financial advice is being delivered by small, technically competent practices managing multiple advice...
Paperless Advice Process? Latest Poll
Are you a pen-and-paper lover, or someone who would welcome the day when every stage of the life insurance advice process becomes paperless?
Our latest...
FMA Joins Initiative Tackling Unlawful Financial Influencers
The FMA tackling the risks involved with unlawful financial promotions by finfluencers drew plenty of reader interest this week...
The Financial Markets Authority has joined...
Advisers Urged to Road Test AI
Financial advisers in Australia could cut the cost of producing Statements of Advice by up to half by embedding artificial intelligence into their workflows,...
How Advisers are Using AI in Their Practices
The ways different AI tools can be used in advice practices was highlighted in a fast-paced focus session at Financial Advice’s NZ’s 2026 conference...