Articles tagged with 'Dealer Groups'
Level five isn't the big issue for advisers; It's something else
2 September 2020 - Insurance adviser Jon-Paul Hale says advisers are getting hung up on level five qualifications, when the real issues they should be focusing on are much bigger.
To FAP or not to FAP, the update
30 June 2020 - Jon-Paul Hale on licensing, commission structure changes and the benefits of dealer groups.
Dealer groups should strengthen: AIA
4 May 2020 - Dealer groups’ position in the New Zealand market should strengthen, rather than weaken, when the new advice regime takes effect, AIA’s chief partnership officer Sam Tremethick says.
[The Wrap] The end of dealer groups as we know it
20 March 2020 - Well you have to hand it to Partners Life. While all the news this week has been about Covid 19, it has delivered a fatal blow to insurance dealer groups.
Dealer group decides to close its doors
1 November 2019 - Life insurance dealer group Planet, which grew out of Norwich Union, has decided it is time to close its doors for good.
As confusion reigns and opinions are strong, is it all a bit much?
31 October 2019 - There are so many options for advisers under the new regime; licensing, coming under a licence, packing it in, or working for a bank or insurer. Jon-Paul Hale says the answer is quite simple.
What is the advice risk?
21 October 2019 - You could be forgiven for keeping your head down, servicing clients and paying the bills. And frankly, we all need to be doing that.
Former Generate man taps into new service for advisers
18 September 2018 - Former Generate KiwiSaver business development manager Ryan Edwards is heading up a new group whose core focus is to provide administration support to advisers.
Law changes look like Aussie model: Stewart
14 December 2017 - Smaller advice firms could find the new legislative regime is harder to deal with than they expect, if the Australian experience is anything to go by.
Dealer groups prepare for legislation change
13 December 2017 - Dealer groups may have to reconsider their value proposition under the new licensing regime.
Fisher and Barratt offer advisers The Answers
7 December 2017 - A new dealer group has been set up, predominantly for risk advisers, which is based on a co-operative model.
Dealer groups as part of your plan
24 October 2017 - A couple of weeks ago, when I wrote about the importance and knowing your own mind when considering the future, a couple of dealer group leaders thought my article was 'anti-group'.
Kepa to offer more focused support, faces new competition in market
6 April 2016 - Dealer group Kepa has appointed a head of strategic alliances, a role it says will help it better cater for its adviser members.
MJW suggests end to overrides
13 October 2015 - Questions are being asked about whether insurance broker dealer groups will survive if recommendations suggested by a report into the insurance industry are adopted.
Why Dealer Group QFEs isn't a far-fetched idea
5 July 2015 - The reaction to the idea that dealer groups should or could become QFEs has certainly created some friction. Don't write the idea off...here's why.
Group general manager for Plus4
21 April 2015 - Plus4 Insurance Solutions has appointed Peter Standish to a newly-created role of group general manager.