[Opinion] Life advisers need a mindset change: away from ‘we sell’ to ‘we advise’.

Opinion: Selling is essential in life insurance, but as necessary as it is, it must now be accompanied by suitable advice. We live in a new advice environment – changes are likely needed from what we did before because there are several new expectations.

Opinion:  Selling is essential in life insurance, but as necessary as it is, it must now be accompanied by suitable advice. We live in a new advice environment – changes are likely needed from what we did before because there are several new expectations.



Advisers must be competent enough to give advice with due care diligence, skill and competence – advisers must know their stuff!

Clients ...MORE»

Data privacy and accuracy top AI fears Friday, April 11th, 8:18AM A snapshot of AI use by financial planners globally has found more than half are using it in their businesses despite sharing some of the common concerns with other professions about the rapid technological shift. MORE»

Volatility and Illiquidity to become KiwiSaver norm Thursday, April 10th, 6:08AM Advisers will need to do plenty of client hand-holding as balances increasingly battle volatility and managers delve into more illiquid assets, according to research house Morningstar. MORE»

Let the dust settle on CoFI says former exec

A week into the CoFI regime one industry commentator says consumers do stand to benefit from providers having to work hard to ensure they hold on to their licences.

A week into the CoFI regime one industry commentator says consumers do stand to benefit from providers having to work hard to ensure they hold on to their licences.

Former company executive David Whyte, now a consultant under DCW Management, says licensees will need to continue to invest in the systems behind their Fair Conduct Programmes.

“I'm very familiar with the internal mechanisms ...MORE»

Knowledge gap a challenge for advice sector Tuesday, April 8th, 7:56AM  3 comments Much of the financial advice world still lacks the specialist knowledge required to meet investors’ expectations for advising them on ethical and responsible investment choices, according to the latest survey by Mindful Money and the Responsible Investment Association Australasia. MORE»

Collective action underway to promote advice Tuesday, April 8th, 6:48AM The reputation of the advice sector is up for a makeover with a collaboration between the Retirement Commission and Financial Advice New Zealand to help promote the value advisers bring to their clients’ lives. MORE»

News Bites

TA Associates deal to buy Craigs stake clears hurdles

Craigs Investment Partners shareholder have approved a proposal to sell a 50% share in the company to global private equity firm TA Associates. MORE»

GoodReturns TV

[GRTV] Antipodes portfolio manager discusses emerging markets fund's potential amid volatility

Antipodes Portfolio Manager John Stavliotis discusses the opportunities in emerging markets, their strong growth potential and diversification benefits.  MORE»

Harbour Outlook: Escalating trade tensions impact markets

In early April, the US announced more aggressive than expected increases in import tariffs, which incorporate a reciprocal tariff programme with a minimum 10% on all countries, including Australia and New Zealand. MORE»

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nib ceo steps down

Rob Hennin has decided to step down as chief executive of nib New Zealand and nib Travel. MORE»

TMM Online

Mortgage adviser charged with dishonesty

A mortgage adviser who allegedly submitted a false gifting certificate for a client’s home loan application has been charged by the FMA with dishonestly using a document. MORE»

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Generate promotes one of its distribution team

Generate appoints Marc Grigg as national investment distribution manager. MORE»

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Volatility and Illiquidity to become KiwiSaver norm

Advisers will need to do plenty of client hand-holding as balances increasingly battle volatility and managers delve into more illiquid assets, according to research house Morningstar. MORE»