FMA Pilots New Financial Advice Regulatory Panel
The FMA is creating a pilot Financial Advice Regulatory Panel to provide industry perspectives to the authority on issues related to regulated financial advice in New Zealand.
The regulator says it will use the panel...
Launch of ‘Game-Changing’ CPD Platform
Australian adviser community network, Ensombl, has launched a new CPD platform across the ditch which it says has the capacity to reduce the time taken to complete a CPD process from months to minutes.
In...
Advisers Divided on Mental Health-Related Claims
Our poll seeking to discover if practices are seeing more clients lodging claims for mental health-related conditions, has delivered very mixed results.
As we go to press, just over four in 10 advisers (41%) report...
Chubb Life’s New Underwriting Guide Launched
Chubb Life’s new simplified "Essential Underwriting Guide” is now available and the firm has also updated some guidelines.
The insurer says in an adviser update that the new guide provides advisers with “…a simplified go-to...
Tips on Renewing Professional Liability Insurance
Renewal season for financial advisers’ Professional Liability Insurance is fast approaching, and Curated Risk Partner Clinton Stanger, offers practical ideas for advisers during what, he says, can sometimes be a frustrating or challenging process.
Renewal...
Call for Tailored Financial Literacy Programmes
A new study is calling for financial education in New Zealand schools to be more inclusive of the cultural identities and lived experiences of diverse learners, particularly for Māori and Pacific youth.
The research project,...
Latest Poll – Rising Mental Health-Related Claims?
Our latest poll is querying whether advisers are seeing more clients lodging claims for mental health-related conditions and comes in light of AIA NZ’s report on its 2024 claims data which puts a spotlight...
AIA Product Enhancement
AIA NZ has introduced a new excess option of $10,000 to AIA Private Health which it says will provide customers with a further option to reduce their monthly premiums.
In an adviser update the insurer...
Partners Life Innovator Moves to Simfuni
Simfuni, a provider of insurance payment and management software for insurers, has appointed former Partners Life' Head of Digital Innovation, and an insurtech innovator, Tim von Dadelszen as Chief Product Officer.
The company says that...
Cultural Fit Key to Practice Sale
Selling a financial planning business involves far more than simply agreeing on a price, says the CEO of an Australian M&A company which specialises in the financial services sector.
Radar Results' John Birt states that...