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Last Article Uploaded: Thursday, April 15th, 8:49PM


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Have you been thinking enough about qualifications?

Welcome to the New World, the most significant piece of financial legislation enacted in New Zealand, and it's an amendment Act.

Tuesday, April 6th, 10:19AM

Yes, we're all now well aware the new rules apply, the crappy old disclosure documents are gone, as well as designations like QFE, AFA, and RFA. Good, I say to many of these, as they confused the public more than they helped.

And I welcome everyone qualified to be called a financial adviser. We all have our specialities and it doesn't matter which one it is - they are all needed...MORE»

Client servicing is a big issue under the new rules

Monday, March 22nd, 7:04PM

Jon-Paul Hale reckons the way advisers "service" clients under the obligations of the new financial advice regime is going to be challenging.


Getting cross over Cancer cover

Monday, March 22nd, 1:28PM

Jon-Paul Hale's recent column on Southern Cross Cancer Cover Plus got the company, well, cross. Here's the latest.



Previous News

Guaranteed medical cover policy wordings

Tuesday, February 23rd, 6:09AM

Jon-Paul Hale on the future security of insurance cover, unacceptable levels of risk for clients and sneaky exclusions to be wary of.


Pros and cons with life policy structures

Saturday, January 2nd, 2:06PM

In a continuation from his earlier article Jon-Paul Hale discusses the different policy structures and where the fishhooks lie.


'Bullying' banking conduct

Friday, December 4th, 3:25PM

Advocating for your client is a fundamental aspect of being an adviser – even if that means making yourself "a pain in the arse", writes Jon-Paul Hale.


Privacy and process why it is crucial to your business

Saturday, November 28th, 5:55PM

Jon-Paul Hale describes a problem he has with one bank and offers some learnings from the experience.


Does liability for advice stop when clients are sold?

Friday, November 13th, 3:21PM

Jon-Paul Hale questions whether an adviser, under the new regime, will still be responsible for the advice given after selling a book of clients to another adviser/FAP.



Insurance Briefs

Insurance professionals get time to shine
The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) has launched an initiative aimed at showcasing the success of insurance professionals.

Cigna retains high Financial Strength Rating
Cigna New Zealand has announced that A.M. Best has reaffirmed its Financial Strength Rating of A (excellent) and Long-Term Issuer credit rating of "a" - "with stable outlooks".

AIA adds more benefits to Vitality; Changes Airpoints

Fidelity Life’s transformation continues with top culture award
Fidelity Life's tech team pick up a gong at IT awards.

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