GoodReturns | NZ’s financial adviser news-item centre

Does liability for advice stop when clients are sold?

Jon-Paul Hale questions whether an adviser, under the new regime, will still be responsible for the advice given after selling a book of clients to another adviser/FAP.

Jon-Paul Hale

Fri, Nov 13th 2020 03:21PM

Covid-19 changes discussions with clients

5 min read

Hunters v gathers in the new world

6 min read

Should you stay, or should you go?

8 min read

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

7 min read

Tied Agency 2.0 – spelt out

6 min read

Some sense with regulation

4 min read

Partners Life market changes

6 min read

To FAP or not to FAP, the update

8 min read

0 min read

The Covid edition

5 min read

Putting the case for income protection

6 min read

Good customer outcomes, where did this term come from?

5 min read

Health system not helping income protection claims

4 min read

Immigrants have differing view of income protection

3 min read

Income protection sustainable or just more noise?

3 min read

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