Wednesday, November 20, 2019

Specialist Risk Adviser Numbers Continue to Decline

Risk specialist advisers are becoming an 'industry niche' in Australia, according to latest research released by Investment Trends. This is one of the key findings published in the research firm's comprehensive 2019 Planner Risk Report,...

Are You Discussing Insurance Fraud With Your Clients? 

This week is Fraud Awareness Week (17-23 November) and the Insurance Council of New Zealand is urging financial advisers to talk to their clients about insurance fraud. “We need your help to get the message...

Poll Results – Advisers Well-Prepared for Licensing

  Our latest poll asked when and if you would be applying for a transitional licence to operate as a financial advice provider under the new financial advice regime. The FMA will open transitional licensing from...

FMA Imposes Two Standard Conditions for Transitional Licences 

The Financial Markets Authority has announced it has imposed two standard conditions for transitional licensing, after considering all submissions it received during the consultation period and regulatory and non-regulatory impacts. The regulator consulted on the...

Chatbots Becoming Part of Daily Life in NZ

Support chatbots are increasingly being used in New Zealand to resolve queries or issues, according to a recent report from the AI Forum of New Zealand. These chatbots are often used to provide assistance to...

Rise in Health-Insured Kiwis Continues

The number of New Zealanders covered by health insurance continues to rise and now totals around 1.4 million, according to the Health Funds Association’s (HFANZ) latest statistics. The HFANZ says this continued rise reflects the...

Adviser Focus

The End is Nigh…

Managing Director of DCW Management, David Whyte, critiques the different aspects of the approaching regulatory regime, covering disclosure, licensing and adviser remuneration… A typical placard seen on Speaker’s Corner at Hyde Park in London – perhaps more...

More Advisers on the Move

In Australia, research and advice firm Adviser Ratings has reported a 70 percent increase in the number of advisers moving between licensees in the last quarter, as overall adviser numbers fell by another three percent....

Partners Life Launches My Underwriting Manager

Partners Life has launched its new software, My Underwriting Manager (MUM), on 4 November. The new tool for advisers, previously announced in October as PLUME (Partners Life Underwriting Management Engine), delivers a redesigned electronic application...

Southern Cross Drives Workplace Wellbeing Conversation 

Southern Cross Health Society recently held its fourth annual BeingWell conference at Auckland Aotea Centre, helping business leaders navigate employee wellbeing and safeguard a healthy workforce. The more than 500 attendees heard from speakers about...