Advisers Urged To Remember Their Obligations
Treating clients fairly, providing suitable advice, and ensuring they understand the agreement they are signing, were the key take-aways of a presentation by the Insurance & Financial Services Ombudsman.
Karen Stevens heads-up the organisation that...
Untapped SME Market Ripe For Growth
The SME market should be on the radar of financial advisers as 20% of small business owners who buy life insurance direct would likely use a financial adviser if they knew one, says Asteron...
Poll
Poll Result: Working Under The ‘New Normal’
Despite the trauma caused by Covid-19, and the restrictions imposed by the government's various Alert Levels, it appears the vast majority of financial advisers continue to do well.
Our current survey asks how advice businesses...
Advisers Should Clarify Their Status – Strategi
Advisers have been urged to clarify their professional status and decide how they will work under the incoming regulatory regime.
The call has been made by Strategi's Head of Risk and Compliance, Selvan Naidoo, who...
Podcast News Wrap For 16 September 2020
Important question
Strategi‘s Head of Risk and Compliance says every adviser planning to remain in the industry should ask themselves some important questions so they understand their legal status as a financial adviser.
He also says...
Industry-Wide Mental Health Support for Advisers
Zurich Life & Investments and OnePath Life have launched an Holistic Adviser Wellbeing Toolkit, which the companies describe as an industry-first for Australia that provides mental health and wellbeing support for financial advisers.
The insurers...
Leveraging Social Media to Grow Your Advice Business
A study has found that clients prefer lifestyle content from financial advisers on social media, according to Tara Clark, the founder of Vancouver-based social media agency Social T.
Clark, who has worked for the past...
Multi-Benefit Discounts From Cigna
Cigna has commenced a multi-benefit discount on a range of selected products.
From 15 September until early 2021 the firm says clients may be eligible for a discount of between 3% and 7% when they...
RBNZ Insurance Review To Be Relaunched
The Reserve Bank of New Zealand will relaunch its review of the Insurance (Prudential Supervision) Act in October. The review began in 2017, was due to resume in March, but was delayed because of...