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Last Article Uploaded: Monday, December 16th, 5:10PM
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Imagine being forced to give bad advice

It is not quite that bad, but this story – or cautionary tale – shows how a very restrictive approved product list affects advisers.

Thursday, November 28th, 12:25PM

One adviser I met recently had clients in an old investment product – but this story could equally well apply to several risk products I know.

Back when the product was offered it was a reasonable solution. Today, it is expensive and there are plenty of better options. The company that offered it kind of knew that – they closed it to new business. They did not...MORE»

As Fred Dagg said: We don’t know how lucky we are

Monday, November 4th, 10:17AM

If you think the new Code of Conduct for financial advisers in New Zealand is bad, go and have a read of the Australian version.


What to do, what to do …

Tuesday, October 8th, 9:40AM

Although compliance with the Financial Advice Code should be a given there are some missing pieces from the puzzle of compliance under the new regime.



Previous News

The growing but slowing market for insurance

Monday, September 16th, 11:35AM

This market is a good one, and I am a perennial optimist for both financial services in general and insurance financial advice in particular.


Old school digital advice failed advisers, but there are new options emerging

Monday, August 26th, 8:16AM

So far most attempts by advisers to increase sales online have failed. It’s worth wondering why that is, and whether there is scope for change.


How junk is junk insurance and why should you care?

Thursday, August 1st, 1:14PM

Recent articles headed “junk insurance” could be seen as the broad brush of journalism splattering tar on all insurance. Could we instead treat it as an opportunity to talk about quality? 


The pace of change, and why it’s important

Monday, July 15th, 12:14PM

What’s the most interesting thing an insurer has done in the last few months?


Can you spot the single-issue fanatics?

Monday, July 1st, 6:00AM

A couple I know, both friends that I love dearly, argue at times. One calls the other a ‘single-issue fanatic’. Both admit this could be code for ‘nagging’. Some advocates are like that about commission. 



Insurance Briefs

HealthLink and Konnect NET to merge
Healthcare technology companies HealthLink and Konnect NET are merging.

Fidelity scores top award for third consecutive year
Fidelity Life has been named 2019 Life Insurance Company of the Year by ANZIIF for the third consecutive year.

Suncorp invests in wellbeing
Suncorp New Zealand has now invested a total of $20 million into wellbeing bonds as part of its focus on identifying sustainable investment opportunities that can deliver positive community outcomes.

AIA adds mental health support
AIA is boosting Vitality members’ donations to the Mental Health Foundation.

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