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.
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 rulesMonday, 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. MORE» |
Getting cross over Cancer coverMonday, 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. MORE» |
Guaranteed medical cover policy wordings
Jon-Paul Hale on the future security of insurance cover, unacceptable levels of risk for clients and sneaky exclusions to be wary of.
MORE»Pros and cons with life policy structures
In a continuation from his earlier article Jon-Paul Hale discusses the different policy structures and where the fishhooks lie.
MORE»'Bullying' banking conduct
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.
MORE»Privacy and process why it is crucial to your business
Jon-Paul Hale describes a problem he has with one bank and offers some learnings from the experience.
MORE»Does liability for advice stop when clients are sold?
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.
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