Client Contact Frequency: How Much is Enough?
The question of whether client contact frequency makes a discernible difference to the strength of the adviser-client relationship, or enhances the perceived value of the adviser to the client, is one which is still...
New AI Agents Launched by TAP
The Adviser Platform is launching new AI Agents which it says introduce new AI capabilities designed to automate some of the most operationally intensive workflows in advice businesses.
The company says TAP’s AI Agents, including...
Feedback Sought on Genetic Test Ban for Aussie Insurers
The Australian Treasury is seeking feedback on draft regulations supporting a ban on the use of adverse genetic test results in life insurance underwriting in Australia, ahead of reforms taking effect in October 2026.
The...
Advisers Divided – Poll Result
The advice sector appears very firmly divided on the premise that financial institutions, including insurers, should pay to cover the costs of their own regulation and supervision.
As we go to press just over four...
Exec Departure Sees Leadership Changes at Fidelity Life
Fidelity Life’s Bronwyn Kirwan departing to take up a CEO role at an advice firm has seen the insurer reshape its leadership team.
The insurer says Chief Operations Officer, Dave Winspear is moving into the...
Premium Changes to Private Medical Cover
Partners Life has announced Private Medical Cover premium increases taking effect from July 22.
In an adviser update the insurer says that its most recent review of Private Medical Cover premiums will see:
Partners Life...
Advice Policy Summit 2026 Announced
Financial Advice NZ has announced “a New Zealand first” Advice Policy Summit for the financial advice sector, held in conjunction with its hosting of the Financial Planning Standards Board Asia-Pacific Forum in July.
The FPSB...
Advisers Urged to Revisit Trauma Insurance
MetLife in Australia is urging advisers to reconsider the role of trauma insurance, saying many Australians remain financially exposed to the impact of serious illness.
Research commissioned by the insurer found half of working Australians...
New Financial Sector Levy – Latest Poll
Our latest poll question arises after Budget 2026 introduced a new prudential levy on insurers, banks, non‑bank deposit takers and other financial market participants to help cover the costs of their own regulation and...
Underwriting Opinions Help Settle Complaint
There was strong reader interest this week in our report on ombudsman scheme IFSO causing an insurer to change its position on a life insurance complaint by obtaining additional underwriting opinions…...