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.

Tue, Jun 22nd 2021 11:00AM

Educating the educated - Code Standards 6, 7, 8 and 9

7 min read

Keeping up - but not with the Kardashians

5 min read

Slow to adapt and fixed in our ways - the problems with life cover

7 min read

It's time to get serious about advice

I was challenged the other day when I was told, "you have to stop thinking about financial planning as being something unrelated to life insurance advice".

6 min read

If in doubt - disclose

How's that strange new world looking, different or much the same?

4 min read

Have you been thinking enough about qualifications?

Welcome to the New World, the most significant piece of financial legislation enacted in New Zealand, and it's an amendment Act.

6 min read

Have you been thinking enough about qualifications?

Things we really haven't been thinking about too much

6 min read

Client servicing is a big issue under the new rules

Jon-Paul Hale reckons the way advisers "service" clients under the obligations of the new financial advice regime is going to be challenging.

4 min read

Client servicing is a big issue under the new rules

Getting cross over Cancer cover

Jon-Paul Hale's recent column on Southern Cross Cancer Cover Plus got the company, well, cross. Here's the latest.

3 min read

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.

7 min read

Does liability for advice stop when clients are sold?

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

Insurance adviser Jon-Paul Hale says advisers are getting hung up on level five qualifications, when the real issues they should be focusing on are much bigger.

7 min read

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

Partners Life market changes

Jon-Paul Hale with his critique of the Partners Life commentary and what to watch when considering replacement business.

6 min read

To FAP or not to FAP, the update

Jon-Paul Hale on licensing, commission structure changes and the benefits of dealer groups.

8 min read

The Covid edition

The future is bright for those focused on the right outcomes for clients says Jon-Paul Hale.

5 min read

Good customer outcomes, where did this term come from?

Sorry team, I think I introduced it. Driving good customer outcomes has been a piece of language I have been using for a good 3-4 years when no one else was.

5 min read

Good customer outcomes, where did this term come from?

Health system not helping income protection claims

Jon-Paul Hale's third of four articles on income protection; recent critique of the length and motivation for IP claims and how public health and IP don't collide well.

4 min read

Health system not helping income protection claims

Immigrants have differing view of income protection

In the second part of his series on income protection sustainability, Jon-Paul Hale says there is a cultural side to claims which is overlooked in research.

3 min read

Immigrants have differing view of income protection

Income protection sustainable or just more noise?

The future of income protection insurance is likely to come under more scrutiny this year. In the first of a four-part series Jon-Paul Hale takes aim at some claims made by Partners Life.

3 min read

Income protection sustainable or just more noise?

My wildly unhelpful prediction …

I said to a colleague about two months ago that based on the 2010 change, 90% of advisers will miss the June 2020 deadline. They disagreed – they may well be right – I hope they are.

6 min read

Showing 61 to 80 of 112 results

Jon-Paul Hale

Stories written by multiple reporters.

Followers will be emailed articles by Jon-Paul Hale