Monday, October 14, 2019

Adviser Focus

Building Effective Referral Relationships

Managing Director of Triplejump Group Holdings, Cecilia Farrow, explains the value of establishing referral relationships and how to get to know them, educate them on your services and work through objections they may have...

News in Brief

Fidelity Life October Roadshows Fidelity Life will be taking its latest roadshow, On Point Live, around the country in October. Attendees will hear an update on Fidelity Life and how its tracking, how the insurer is...

Poll

Poll Results – Conduct Regime Supported

Our latest poll asked if you agreed with the Government’s recently announced regime to regulate financial conduct. At the time of writing, the majority of voters (57 percent) were in support of the Government’s announcement,...

Law Firm Concerned with Complexity of CoFI Review and FSLAA Reform

KensingtonSwan has voiced its concern on the increased complexities of financial sector law and the potential impact of financial advice providers. This follows the Government’s announcement in September proposing the introduction of a new...

Research Shows Where Kiwis Find and Buy Insurance

Kiwis prefer to find out about insurance products online but tend to buy them offline through an adviser or at a bank branch, according to the latest research commissioned by the Financial Services Council. The...

Buy Prices Fall For Risk Books in Australia

Radar Results Principal, John Birt, says that prices offered for financial planning and risk books have declined in Australia. A summary of over 130 financial planning practices and client registers were prepared through Radar Results...

QuoteMonster Makes Service Changes

QuoteMonster has announced it will be making changes to its service as a response to the new licensing environment. Quality Product Research Limited CEO, Alan Rafe, says the changes will start to be implemented now...

FMA Announces Two Senior Appointments 

The Financial Markets Authority has announced two senior appointments to its executive team, reporting directly to Chief Executive, Rob Everett. Clare Bolingford will join the regulator in a newly created role of Director of Banking...

Adviser Focus

Insights From a 20 Year MDRT Adviser

Auckland-based financial adviser and MDRT member for the past 20 years, Emily Tsai of Asia Insurance Advisers shares insights on how to keep your clients happy and loyal. Long-time Million Dollar Round Table member, Emily...

Advisers Get a Preview of Transitional Licensing Process

*Updated content* Advisers around the country have had an in-depth look at the new transitional licensing process opening in November 2019. Announced in August, the FMA has now completed its transitional licensing seminars, which took place...