GoodReturns | NZ’s financial adviser news-item centre

Complaints and the problem with professional indemnity insurance

We've all seen the renewals for various PI schemes starting to be published and it would be fair to say people are experiencing a bit of shock.

Jon-Paul Hale

Tue, Jun 22nd 2021 11:00AM

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

Client servicing is a big issue under the new rules

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

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