GoodReturns | NZ’s financial adviser news-item centre

Article research and adviser perceptions

Life insurance research should be used to support recommendations, not to drive advice.

Jon-Paul Hale

Mon, Aug 13th 2018 06:00AM

Six-step process

How automated is your business?

Needs analysis and your advice process

It's time for RFAs to make some noise

Changes for RFAs nothing to worry about

New way to do overseas trips

Advisers need to lift their game to help clients

CWG on a 'witch hunt

Question: Can you define what you do?

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