Client Satisfaction Levels – Latest Poll
Our latest poll is honing in on your views as to whether regular personalised contact with your clients leads to happier clients with greater satisfaction levels.
Our question arises following the release of new research...
Changes Needed to Capture the Next Generation of Clients
The World Life Insurance Report 2026, released by the Capgemini Research Institute and LIMRA, highlights both an opportunity and a challenge for financial advisers.
Among the findings of its global survey are that while 68%...
Call to Action for Advisers to Help Disrupt Scams
Financial advisers can play a critical role in helping to disrupt financial scams, according to the Financial Markets Authority’s Head of Financial Advice, Romil Ghelani.
As part of his address to the Financial Advice NZ...
Registrations Now Open for New Online Storytelling Course for Advisers
Financial Advice New Zealand has partnered with international award-winning financial educator, Vanessa Stoykov from Evolution Media Group (Australia) to deliver a four-part online short course in October and November on the art of storytelling,...
Why Regular Customer Engagement is Critical
Customers who receive additional communication and engagement from their adviser, beyond renewal and review requests, show far higher levels of satisfaction, according to new research released by Fidelity Life.
Speaking at the Financial Advice New...
Life Insurance Leader Honoured at FSC Awards
The former CEO at Chubb Life Insurance NZ Gail Costa was named the winner of the prestigious Chair’s Award for Service to the Industry at the FSC Awards 2025 last week.
The Financial Services Council...
Claims Outsourcing Not on the Agenda
Kiwi advisers have sent a clear message that outsourcing their clients' claims to external service providers won't be happening any time soon.
As we go to press, almost three in four of those taking part...
Insurers Warned over Blanket Exclusions
In Australia there are concerns that some insurers are not following the rules when it comes to mental health – placing blanket exclusions on clients despite industry obligations to assess applicants individually.
The Life Insurance...
Medical Cover Premiums to Rise 23%
Partners Life is to increase its medical cover premiums citing continued cost pressures across New Zealand’s healthcare sector.
The company said the move is aimed at ensuring the “long-term sustainability” of its medical cover, which...
FMA Seeking Feedback on Industry Use of AI
Financial Markets Authority CEO Samantha Barrass is asking financial services companies to share with the regulator what they’re experimenting with in regards to AI and what's working and what's not.
In a wide ranging speech...