Zurich Australia to Acquire ClearView Wealth
Zurich Financial Services Australia has announced it is intending to acquire ClearView Wealth Limited, the parent company of ClearView Life Assurance in Australia. The proposed acquisition has received the unanimous recommendation of ClearView Directors,...
Poll Result – Advisers Split
Our latest poll result indicates that a slim majority of advisers agree that too many personal financial planning clients fail to receive life insurance advice appropriate to their circumstances.
As we go to press 58%...
Fidelity Life Opens Applications for New MDRT Scholarship
Advisers have until March 6 2026 to apply for Fidelity Life’s inaugural Ross Collett Million Dollar Round Table Scholarship.
The insurer says the new initiative is designed to support New Zealand advisers to expand their...
2026 NZ Life Insurance Adviser Study Underway
NMG Consulting intends to interview around 150 New Zealand life insurance advisers for the 2026 New Zealand Life Insurance Adviser Study.
NMG Consulting Partner Sam Tremethick writes in a LinkedIn posting that over the next...
Role of Risk Specialist Adviser Evolving
The role of the specialist insurance adviser is not disappearing but it is evolving, says Financial Advice NZ, which points to advisers being risk management professionals, “someone who helps clients understand the financial consequences...
Applications Open for Adviser Development Programmes
Fidelity Life has opened applications for its 2026 professional development platform, Adviser edge, and announced a record 13 scholarships for its Career connect programme.
The insurer says that Adviser edge, which is now entering its...
Latest Poll – Failure to Refer Clients for Risk Advice?
Our latest poll is based on the premise that all financial planning clients should have access to life insurance advice appropriate to their circumstances.
Some years ago, especially in the 1990s and earlier 2000s, some...
Partners Life Hosting Webinar for Advisers
Partners Life's executive leadership team is hosting a webinar in March to update advisers on its recent initiatives and plans for the future.
In an adviser update the insurer says the 45-minute webinar, to be...
Profiling Partners Life: Inside the Thinking Shaping the Future of Advice
Partners Life’s Andries van Graan and Gemma Vivian reflect on the forces reshaping life insurance advice - from regulation and adviser demographics to AI and underinsurance - and what it means in practical terms...
TAP Develops ‘Open Partner’ Offer
The Adviser Platform says it's evolving itself beyond traditional group structures to become "an open partner for the entire financial advice ecosystem".
The company says in a statement that it is expanding its role “…to...