GoodReturns | NZ’s financial adviser news-item centre

Are your clients happy?

I would postulate that many of your current clients are not happy. But that isn't necessarily due to your actions or inactions.

Jon-Paul Hale

Wed, May 18th 2022 11:57AM

Should we have simpler products?

Overcomplicating Advice

Has Consumer got it right on insurance and advisers?

Did your client understand your advice?

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

Showing 49 to 64 of 138 results