GoodReturns | NZ’s financial adviser news-item centre

Client servicing is a big issue under the new rules

Jon-Paul Hale reckons the way advisers "service" clients under the obligations of the new financial advice regime is going to be challenging.

Jon-Paul Hale

Mon, Mar 22nd 2021 07:04PM

Getting cross over Cancer cover

Guaranteed medical cover policy wordings

Pros and cons with life policy structures

'Bullying' banking conduct

Privacy and process why it is crucial to your business

Does liability for advice stop when clients are sold?

Covid-19 changes discussions with clients

Hunters v gathers in the new world

Should you stay, or should you go?

Level five isn't the big issue for advisers; It's something else

Tied Agency 2.0 – spelt out

Some sense with regulation

Partners Life market changes

To FAP or not to FAP, the update

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