GoodReturns | NZ’s financial adviser news-item centre

Did your client understand your advice?

Jon-Paul Hale says complying with Code Standard 4 is going to be a problem for advisers. Here's why.

Jon-Paul Hale

Wed, Jan 5th 2022 05:43PM

Vax chat hits a raw nerve - advisers can do better

Covid puts pressure on premiums

Full licencing - what does it look like?

Death by 10,000 paper cuts

Policy Servicing: What to do now and how is Covid changing things

Income protection: Why taxable losses are not the right advice

The FSPR is moving in directions we haven’t discussed

Complaints and the problem with professional indemnity insurance

Educating the educated - Code Standards 6, 7, 8 and 9

Keeping up - but not with the Kardashians

Slow to adapt and fixed in our ways - the problems with life cover

It's time to get serious about advice

If in doubt - disclose

Have you been thinking enough about qualifications?

Things we really haven't been thinking about too much

Showing 49 to 64 of 134 results