Getting to Know: Jon-Paul Hale
Insurance adviser Jon-Paul Hale wants to see the industry working together much better.
Who are you and what do you do?
Jon-Paul Hale, life insurance adviser, personal and business risks
How did you get into the industry?
Recruited to help advisers implement technology in their businesses way back in 2000 by Sovereign.
If there is one thing you would like to change about the financial advice industry, what would it be?
The effort on client education, it’s easy to sell poor product and move product to uneducated clients, it’s much harder to provide educated advice ...MORE»
Regulators collaborate on fintechFriday, October 20th, 6:00AM
Confirmation of a “collaborative approach” to fintech between the Financial Markets Authority and its Australian counterpart, ASIC, is being described as good news for New Zealand financial service providers. MORE» |
Should lawyers give financial advice?Thursday, October 19th, 6:37AM 5 comments
Since the Financial Advisers Act (FAA) came into force there has been some angst over exemptions for other professions – such as lawyers and accountants. Are financial advisers right to be concerned that lawyers and accountants can hand out financial advice? Are there any restrictions on them? MORE» |
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Two groups working together for advisers
With regulation looming, mortgage adviser group need to develop their businesses to meet the on-coming changes. Mortgage Express and the Q Advisor Group, while separate, are working together to develop tools to empower their advisers. Here's what they have done so far. MORE »
New code's wider scope helps advisers: Chairman
Authorised financial advisers will benefit from being part of an industry fully bound by a code of conduct, the chairman of the working group developing the new code says.
Angus Dale-Jones said the working group was preparing to take questions to focus groups as the next part of its consultation process.
He said it was an opportunity to bring a consensus to the way the financial advice sector worked.
At the moment, no matter how regulated and well-performing AFAs were, they could have their reputation besmirched by other, less regulated parts of the industry. The existing code only applies to AFAs ...MORE»
FMA fast-tracks roboadviceWednesday, October 18th, 6:00AM
Advisers can expect to see roboadvice in the New Zealand market next year, and the country’s banks and product providers are already developing their platforms. MORE» |
Advice firms mergeMonday, October 16th, 7:40AM
One of Canterbury's longest standing financial advisory institutions is merging to become one of the largest independent financial advisory firm in NZ. MORE» |
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News Bites
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Perpetual Guardian steps up in the Know Your Customer space
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GoodReturns TV
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Leverage up your KiwiSaver fund
Booster chief investment officer David Beattie says people should be taking more risk in their KiwiSaver funds. MORE»
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Insurers support robo options
An exemption to allow roboadvice in New Zealand will include the provision of personal insurance products, something which one insurer has argued could lower commissions to advisers. MORE»
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TMM Online
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Looking ahead with new government
New Zealand’s new government will be a Labour-NZ First coalition, supported by the Green Party, and that means changes are looming that advisers need to be aware of. MORE»
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Partners Life hires sales boss
Partners Life has appointed a new chief sales officer. MORE»
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FMA to KiwiSaver providers: We are getting impatient
KiwiSaver providers have been told they must do better, as the amount they earn in fees soars. MORE»
