Wednesday, September 30, 2020

Podcast News Wrap For 29 September 2020

Free insurance AIA New Zealand is offering free life insurance policies in a promotion aimed at encouraging customers to talk about insurance. Customers who take out an eligible policy by 28 February 2021, will be...

Broad Changes Needed To Sustain Disability Income Market – Report

An Actuaries Institute Taskforce in Australia has made sweeping recommendations for broad changes to the country's retail disability income insurance market “…to reset sustainability for a sector under threat”. Taskforce Convenor Ian Laughlin says, in...

MDRT NZ Appointment

The new MDRT Executive Committee took effect this month, while a Kiwi adviser has stepped up to the plate in New Zealand. Christchurch-based adviser, Brian Burgess, is taking on the role of New Zealand Chair...

Conflicts Of Interest Being Managed Well

The issue of managing conflicts of interest appear to be well in hand among most of those who have voted in our current poll. Last week we asked if you have any concerns about meeting...

Free Online Training For Financial Advisers

Partners Life is running a three-day online training course for advisers who have worked in the industry for less than 24 months. The company’s New Adviser course is free and being held on October 19,...

Free $50,000 Life Insurance Cover From AIA New Zealand

AIA New Zealand is offering free life insurance policies under a promotion called 'Share The Love'. Customers who take out an eligible AIA insurance policy or ASB Lifestyle Security Plan between 28 September 2020 and...

Where Your Adviser Business Should Be Now

GUEST COLUMNIST – STEVEN BURGESS Steven Burgess, CEO of the Compliance Refinery, has worked with financial adviser businesses for more than 15 years – building solutions that allow advisers to deliver more value to their...

Adviser Academy Opens To Support Business Growth

The Adviser Platform has launched a training and development academy to help support  business owners recruiting new advisers. “Many businesses have a fantastic base and want to bring on a new adviser, but lack the...

FMA Concerned About Weak Governance

A Financial Markets Authority (FMA) report on its supervision activities over the past 18 months says large parts of the financial services sector are working hard to meet the FMA’s expectations, but expects to...