Webinar: The Business of Merger and Acquisitions
A Financial Advice New Zealand Bring in the Experts webinar will look at the business of merger and acquisitions on 8 November 2023.
Financial Advice...
Nib to Update Systems and Policy Terms
Nib New Zealand's national adviser seminar series is now underway, with briefings being held in 14 locations across the country.
The briefings will outline nib’s...
Presenting Professional Collaboration to Clients
GUEST COLUMNIST – TONY VIDLER
When professionals collaborate to collectively meet the needs of a client, then it's important they are seen as working together...
New Course Helps Close the Training Gap
Training provider MySolutionsAcademy has launched a new adviser training course that it says fills a gap in the market left by the mutuals.
Glen Hatcher,...
Underwriting Masterclass from Chubb
Chubb Life is holding an underwriting masterclass on Tuesday 24 October with Monique Ravening, the firm's Head of Underwriting.
Ravening says those attending will gain...
Lessons from Poor Client Handover
There are key issues advisers need to always keep front of mind, says Compliance Refinery's CEO Steven Burgess. He points to a recent FSCL...
Chubb Life Names 2023 Scholarship Winner
International student Lyla Dang has won the 2023 Chubb Life Victoria University Actuarial Scholarship. She will start her internship on 13 November 2023.
“For me,...
Understand The Buying Journey of Your Clients
Catching the attention of most advisers this week was a guest columnist's suggestion to adopt a softly-softly approach when presenting clients with unexpected or...
Professional Ethics Course from Financial Advice NZ
Financial Advice NZ and Jane Arnott, Director of The Ethics Conversation, are offering an ethics workshop for advisers wanting to demonstrate their commitment to...