Strategies to Maximise Client Engagement and Business Growth
Engaging with the children of clients is the key to ensuring the family's wealth remains with an advice business for generations, according to an adviser speaking at the 2025 MDRT Annual Meeting in Miami.
Craig...
PPS Mutual Receives Green Light
PPS Mutual has confirmed it has been granted a licence to operate as a life insurer in New Zealand.
According to the new niche provider, the licence - granted by the Reserve Bank of New...
Empowering Excellence Awards Launched
Organisers of a global awards event celebrating the work of professionals in operations and business management are inviting nominations from firms in New Zealand.
The Business and Operations Management Network (BOMN) has been established by...
Poll
Latest Poll – The Value of Your Advice
Our latest poll asks you to reflect on the relativity between the value of the advice you deliver and the income you receive.
The poll stems from our report this week on a Focus Session...
Advisers Reveal Strategy to Significantly Increase Profit
Three Australian advisers at the 2025 MDRT Annual Meeting have shared the key to unlocking the ability to significantly increase the profitability of their businesses while serving fewer clients.
While they cater to different client...
Be ‘Crystal Clear’ on Advice Roles – FMA Case Study
An FMA reminder that providers contracting admin staff must be 'crystal clear' on what their roles entail and have processes to ensure advice is prepared and delivered by qualified advisers only saw...
FAP Forums Offer Insight into Regulatory Landscape
The FMA’s 2025 series of Financial Advice Provider Forums, which will see it engage with the advice sector across New Zealand, kicks off in Auckland next week.
In the second edition of its Financial Advisers...
Professional Ethics Workshop Tailored for Financial Advisers
Financial Advice New Zealand is holding a Professional Ethics Workshop tailored for financial advisers in late July which includes the ethics around AI and technology.
The organisation says on its website the July 31 workshop...
Premiums Waived for Weather-Affected South Island Customers
Fidelity Life is offering to temporarily waive premiums for its South Island customers affected by the recent severe weather events in Marlborough’s Wairau-Awatere Ward and the Nelson-Tasman region.
The insurer says its customers who are...