GoodReturns | NZ’s financial adviser news-item centre

What is retrospective risk?

What is retrospective risk?

Any review work you do as an insurance adviser that does not address the suitability risk of past advice, is potentially going to bring that into focus as today's advice issue for you.

Mon, May 6th 2019 08:00AM

Rules set to get a lot tougher for many advisers

Rules set to get a lot tougher for many advisers

Part 2: FSLAB & FADC and what it means for us RFAs

Part 2: FSLAB & FADC and what it means for us RFAs

FADC case shows RFAs face big challenges under new laws

FADC case shows RFAs face big challenges under new laws

Churn keeps coming up in discussions, everywhere. In the insurers, with advisers, and with regulators.

Churn keeps coming up in discussions, everywhere. In the insurers, with advisers, and with regulators.

Conduct and culture, the bits we should be talking about

Conduct and culture, the bits we should be talking about

Chatter about churn and commission

Chatter about churn and commission

Commission: The gun that needs to be in the right hands

Commission: The gun that needs to be in the right hands

Rough start to the year

Rough start to the year

Insurance conduct report shows lack of understanding: Adviser

Insurance conduct report shows lack of understanding: Adviser

How organised are you?

How organised are you?

2018, more time will tell

2018, more time will tell

So what are you going to do differently?

So what are you going to do differently?

Servicing, company agencies and the legislation

Servicing, company agencies and the legislation

Tackling a biggie…

Tackling a biggie…

Code of Conduct and CWG submissions

Code of Conduct and CWG submissions

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