Monday, August 2, 2021

Training

Client Education Resources Published by Partners Life

The Partners Life Academy now includes a series of articles that advisers can use to help their clients understand how insurance works. The articles are...

Rod Severn Retires from Professional IQ College

Rod Severn, the outgoing CEO of industry training body Professional IQ College, is enjoying his first week of (semi) retirement having stepped back from...

Why Compliance is Not a ‘Black & White’ Issue

A new publication from Strategi Compliance aims to show financial advisers that working under the new regulatory regime is more flexible than many may...

Privacy Breach Notifications Double

The number of privacy breach notifications seen by the Privacy Commissioner nearly doubled in the six months to May. The commissioner saw a 97% increase...

New Partners Life Products to be Explained During Webinars

Two new products are being launched by Partners Life, Income & Expenses Cover and Moderate Trauma Cover, and to help advisers understand the value...

MDRT Speakers Deliver the Feel-Good Factor

Dozens of speakers shared a wealth of knowledge during MDRT's three day virtual conference last week. Among the guest speakers included three from Australia who...

Financial Capability Practitioners Course from Massey University

Massey University has launched a Financial Capability Practitioner Course to further learning and career opportunities to those seeking to enhance their practice in the...
AIA NZ CEO Nick Stanhope at the Peak Performance Summit on 20 May 2021.

AIA Summit Points the Way to Better Health and Wellbeing

The health and wellbeing of financial advisers was the key focus of AIA's Peak Performance summit at the Park Hyatt, Auckland. The one-day conference held...

How Your Smartphone Could Save You Money

Smartphones should be every financial adviser's new best friend according to a recent report released by Strategi Group Executive Director, David Greenslade. He says record...