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...
Fact Check AI Advice When Making Complaints – IFSO
The Insurance & Financial Services Ombudsman Scheme is advising people who use AI tools to get help with making complaints to double check the...
Advisers’ Cyber Confidence – Poll Result
The majority of advisers taking part in our latest poll are confident that their own advice practice’s security systems and protocols are safe from...
Cybersecurity Protocols – Latest Poll
Our poll question this week has been prompted by an ‘urgent warning’ from NZFSG to its adviser network following a sharp increase in sophisticated...
Role of Risk Specialist Adviser Evolving
There was much interest this week in Financial Advice NZ's stance that the role of the specialist insurance adviser is not disappearing but...
TAP Develops ‘Open Partner’ Offer
The Adviser Platform says it's evolving itself beyond traditional group structures to become "an open partner for the entire financial advice ecosystem".
The company says...