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...
Why Advisers Face Fee Resistance
GUEST COLUMNIST – TONY VIDLER
There is always the possibility of fee resistance in delivering financial advice, and how advisers present their services is a...
Latest Additions to Partners Life Academy
Advisers working with Partners Life now have access to a range of new courses covering areas such as underwriting, claims, and complaint handling.
The firm...
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...
Partners Life Training Course
Partners Life is looking for expressions of interest for its next new adviser training course.
The course is for Level 5 qualified advisers with less...
FMA Publishes Fair Conduct Advice
The FMA has published advice for smaller firms to help them establish and maintain a Fair Conduct Programme (FCP) and apply for a Financial...
Quotemonster National Tour Dates Announced
The team from Quotemonster is preparing for its next national roadshow, with 17 dates confirmed for July and August.
A spokesperson says the events will...
Fidelity Life Career Scholarship Winners Named
This year's Career connect scholarships have been announced by Fidelity Life. Worth up to $5,000 each, the new-to-the-industry adviser training schemes are awarded to...
When Clients Claim Webinar
A webinar being held by Financial Advice NZ will provide advisers with insights into the potential risks, and process to follow, to minimise the...