GoodReturns | NZ’s financial adviser news-item centre

[GRTV] Tiger FinTech’s Greg Boland on market shifts and NZX struggles

Jon-Paul Hale

How are you treating your 18-21-year-olds?

This may come across as a little esoteric and doing obscene things to spiders, but stick with me.

Mon, Jan 23rd 2023 11:51AM

Putting a locum into your firm may be harder than you think

5 min read

Privacy is the issue no one is talking about

5 min read

Vocational retraining - the improvements

6 min read

Vocational Retraining - Does it work?

When it comes to disability, having income protection is essential, but what about when recovery is challenging and returning to work isn’t easy to impossible?

3 min read

Are your clients happy?

I would postulate that many of your current clients are not happy. But that isn't necessarily due to your actions or inactions.

5 min read

Should we have simpler products?

Part of the discussion with consumer groups, FMA, Providers, Government; Are our products too complex?

4 min read

Overcomplicating Advice

There has been a lot of debate with various advice approaches over the years. Russell Hutchison has written a good article on practices recently here https://www.goodreturns.co.nz/article/976519597/advisers-key-to-closing-the-protection-gap.html.

4 min read

Has Consumer got it right on insurance and advisers?

Consumer has released its latest insurance provider satisfaction survey. Adviser Jon-Paul Hale reckons it has lots of speculation and opinion but little real substance.

5 min read

Has Consumer got it right on insurance and advisers?

Did your client understand your advice?

Jon-Paul Hale says complying with Code Standard 4 is going to be a problem for advisers. Here's why.

5 min read

Vax chat hits a raw nerve - advisers can do better

It seems a recent article on Covid-19 and underwriting the unvaccinated hit a raw nerve with some readers, and the responses across the Good Returns site raised an eyebrow or two.

5 min read

Vax chat hits a raw nerve - advisers can do better

Covid puts pressure on premiums

Where is this Covid thing going to take us with health and life insurance?

4 min read

Full licencing - what does it look like?

Now the dust from March is settling and advisers have got their heads around most of what is required, it's time to start pushing forward with getting full licensing done.

5 min read

Full licencing - what does it look like?

Death by 10,000 paper cuts

The advice industry is undergoing much change, and you could be forgiven if you hadn't noticed what's happening to our brethren - mortgage advisers.

6 min read

Policy Servicing: What to do now and how is Covid changing things

We well know that calling the provider, it doesn't matter who or what discipline, the chance of getting a 100% accurate answer is unlikely.

4 min read

Policy Servicing: What to do now and how is Covid changing things

Income protection: Why taxable losses are not the right advice

Frankly, there are only two reasons loss of earnings, agreed or indemnity, is sold over agreed value - the commission is more, and the work required is less than doing non-taxable agreed.

5 min read

Income protection: Why taxable losses are not the right advice

The FSPR is moving in directions we haven’t discussed

The industry has been watching the ups and downs of the Financial Service Providers Register (FSPR) like a hawk, and it seems we are finding the data somewhat less helpful than we anticipated.

5 min read