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Future benefits of keeping written records
Dealing with complaints from dissatisfied clients is time consuming and strays you away from your business dealings. It is made worse if you do not keep written documents. Anand Srinivasan of Brisk Insurance recently spoke about his personal experience with... Continue reading
Posted 4 days ago at moneyblog
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Fidelity prolongs registration date
Fidelity Life have extended the registration period for Customer Engagement 2020. Advisers now have until 6 April 2020 to register to be in the running to attend a Thought Leaders forum in Te Anau in October. Key points: Runs from... Continue reading
Posted 5 days ago at moneyblog
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Most trusted sourced of financial advice revealed
Chartered Accountants Australia and New Zealand’s report has found that New Zealanders are more likely to seek financial advice from family and friends at informal gatherings. People reported that their friends and family were the most trustworthy source, followed by... Continue reading
Posted 6 days ago at moneyblog
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Message from FSC about COVID-19
The FSC has issued a message to all policyholders who are worried about the effects of Covid-19 on their current policies, Richard Klipin has suggested that they should contact their financial advisers or insurers. Furthermore, people looking to take out... Continue reading
Posted Mar 25, 2020 at moneyblog
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Share your views on income protection
Given recent market announcements relating to income protection we would like to get your take on the current environment. Click here to have your say. Continue reading
Posted Mar 10, 2020 at moneyblog
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Accounting methods of valuation used for adviser businesses
Posted Mar 9, 2020 at moneyblog
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Action plan for sole advisers
Advisers that are relying on the sole-adviser exemption and who wish to continue operating as a sole-adviser need to register their company on the FSPR as a financial advice provider. Registration includes an FMA levy of $460.00 plus GST. A... Continue reading
Posted Feb 29, 2020 at moneyblog
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FSC Get in Shape summit recap
It you missed the chance to attend the FSC Get in Shape summit or you simply wish to watch recaps of the event, you can do so now. Regulatory change in the spotlight In the spotlight with financial advice business... Continue reading
Posted Feb 27, 2020 at moneyblog
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Multiple of renewals
Using a multiple of renewals is the most common method of valuation in use in the financial services industry at present for the valuation of life and health client bases. It is also Chatswood’s preferred method of valuation. Chatswood maintains... Continue reading
Posted Feb 25, 2020 at moneyblog
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Partners Life professional development sessions for advisers
Partners Life are committed to offering professional development opportunities to advisers. Tauranga Date: Tuesday 18th February Time: 9.00am - 11.00am Location: Trinity Wharf 51 Dive Crescent Tauranga Hamilton Date: Tuesday 18th February Time: 2.00pm - 4.00pm Location: Waikato Stadium Gate... Continue reading
Posted Feb 13, 2020 at moneyblog
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Forecast of the value of adviser businesses
Posted Feb 2, 2020 at moneyblog
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Checklist: what you should consider when buying professional indemnity insurance:
The following points highlight some key aspects an adviser should consider when looking at purchasing professional indemnity insurance. The Insured Who are the parties named as covered by the policy? Does this include all advisers and entities under which they... Continue reading
Posted Jan 30, 2020 at moneyblog
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The cost of treating international visitors
Posted Jan 27, 2020 at moneyblog
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Sian Johnson leaves Partners Life.
Sian Johnson has left her role as Chief Underwriter at Partners Life. Continue reading
Posted Jan 27, 2020 at moneyblog
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USA: destructive effects of "locker room talk" on adviser businesses
Racist and sexist messages have been described as now being obnoxious and dangerous for an adviser business in the US. Everyone holds strong personal beliefs but expressing beliefs that are against the social norm could result in loss of business... Continue reading
Posted Jan 24, 2020 at moneyblog
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Assessing adviser business - going concern or client base sale?
A profitable adviser business will be viewed as a going-concern. But what is profit? In our view it is only the surplus after economically valid sums for cost and the owner's salary are deducted. This view suggests that the business... Continue reading
Posted Jan 21, 2020 at moneyblog
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Australia: the opportunity-cost of advisers furthering their education
Continuing education is designed to enhance, improve and further an adviser’s skills, but in order to do so an adviser must take time complete their qualifications. It is evident that complying with the new regime presents a high opportunity cost... Continue reading
Posted Jan 18, 2020 at moneyblog
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Comparing the air quality of cities
Posted Jan 17, 2020 at moneyblog
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Valentine’s Day breakfast with Geoff Bascand
FINSIA NZ will be holding an event alongside with Geoff Bascand, Deputy Governor and Head of Operations at RBNZ. Date: 14 February Time: 7am – 9am Venue: New Lynn RSA Cost: $25 To RSVP email your interest to the FINSIA... Continue reading
Posted Jan 13, 2020 at moneyblog
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Connection between gut bacteria autism strengthened
There is some new evidence that implies that autism is caused by a lack of gut bacteria. two recent studies, the first conducted using humans and one on laboratory rodents. The study using humans was prompted by an earlier study... Continue reading
Posted Jan 4, 2020 at moneyblog
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2020: changes to insurance contracts
The Government announced plans reform laws governing insurance contracts. Minister Faafoi has said that consumers will have greater certainty about their insurance cover when they need to make a claim. Agreed changes include: Placing the responsibility on insurers to ask... Continue reading
Posted Jan 2, 2020 at moneyblog
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Outlook 2020 with Rob Everett
FSC will be holding a breakfast event, Outlook 2020 on 4 February 2020 at Chapman Tripp, Level 35, 23-29 Albert Street, Auckland 1010. Attendees can expect to hear from Rob Everett, the Chief Executive of the Financial Markets Authority. Entry... Continue reading
Posted Dec 22, 2019 at moneyblog
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Understanding and improving your health
Health literacy is important because people generally don't know their health risk until it’s too late says Dr Tom Mulholland, an Emergency Department doctor. He continues by saying that there are many reasons to get yourself and those close to... Continue reading
Posted Dec 20, 2019 at moneyblog
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Facebook and Google set to expand respective financial services
Earlier this month Google and Facebook announced that they will expand the scope of their financial services by developing a Google checking account and a digital wallet that will be integrated across all Instagram services. Although these services are set... Continue reading
Posted Dec 1, 2019 at moneyblog
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Get in Shape Advice Summit 2020
Posted Dec 1, 2019 at moneyblog
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