Key Fidelity Life Appointment
Fidelity Life has appointed James Mitchell as Business Manager to support financial advisers across Auckland and Northland.
The insurer says Mitchell has four years of experience in financial services and has worked closely with advisers...
Fit-for-Purpose Complaints Processes – Your Verdict
The results of our latest poll indicate that a healthy majority of advisers are sure their advice firms’ complaints processes are easily accessible for customers and genuinely fit-for-purpose.
As we go to press, nearly seven...
New Zealand Financial Adviser Wins Global Award
A New Zealand financial adviser has been recognised by the global Financial Planning Standards Board with an award for his outstanding contribution to the profession.
Financial Advice NZ says the FPSB has named New Zealander...
Change to How Commission Clawbacks Calculated
Chubb Life Insurance NZ is making some changes to the way it calculates its commission clawbacks, and the insurer says the adjustment is designed to make things easier for advisers and its people.
In an...
Wills – The Untapped Opportunity for Advisers
Sponsored Content - Every adviser wants to be seen as the trusted partner who looks after their clients’ full financial wellbeing. But there’s one area consistently overlooked - wills...
Next Training Course for New Advisers Launched
Partners Life has opened Expressions of Interest for its next three-day New Adviser Training Course in November.
The insurer says in an Adviser Update that the course, which is open to advisers with less than...
Key South Island Appointment at Chubb
Chubb Life Insurance New Zealand has appointed James Dunbar to the role of Business Partnership Manager in its South Island regional team.
The insurer says Dunbar will be responsible for building and maintaining strong relationships...
AI in Advice Certificate Launched
Financial Advice New Zealand has launched an AI in Advice Certificate, a 12-week executive short course designed to help financial advisers embed AI tools into their professional practice.
The organisation says the certificate, which starts...
Nib CEO Outlines Health Policy Update
Nib NZ’s new Chief Executive's update on the reasoning behind recent changes made to the insurer’s health policy terms and conditions attracted much reader interest this week…
Nib NZ’s new Chief Executive Skye Daniels...
Latest Poll – Fit-for-Purpose Complaint Processes?
Our latest poll is asking advisers to consider whether your firm’s complaints processes are genuinely easily accessible for customers and are fit-for-purpose.
Our question follows news that the Financial Markets Authority “strongly encourages” companies to...