Did your client understand your advice?
Jon-Paul Hale says complying with Code Standard 4 is going to be a problem for advisers. Here's why.
We had some significant legislation passed last year, and one of the things that come through is a significant change in how our advice will be measured.
It used to be advice compared to your peers on what could be considered reasonable care, diligence, and skill. The changing market between 2010 and 2020 meant that the measure for this would move based on what the majority of the market's...MORE»
Cigna extends adviser-only campaignWednesday, December 22nd, 10:05AM
Cigna is extending its 'Good things come in twos' offer to advisers and is backdating the campaign to December 17. MORE» |
Mass media praise the value of adviceWednesday, December 22nd, 9:46AM
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AIA grants - making a difference with advisers
The AIA Vitality Business and Community Grants programme has awarded 10 grants worth more than $500,000 over the past few years helping their advisers connect with their communities.
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If it hadn’t been for a cold call, this claimant would have received a tiny fraction of their claim.
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It takes a strong person to talk about their health issues on a live webcast but for Neville Greedus a series of life-changing medical events helped him realise the importance of having a top-quality adviser in his corner.
MORE»Partners Life defends premium increases
Partners Life has defended the upcoming changes to its premium structure saying they are a "normal aspect of the insurance market that we operate in".
MORE»Cigna helps advisers meet regulation requirements
Cigna New Zealand has released the first of a series of improvements to help independent financial advisers stay on top of their regulatory obligations.
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