Hat tip to Mike Maloney for this article, link. If you are worried about digital disruption, good, that gives you a split second lead on those advisers
Year: 2017
According to a study done in Canada the percentage of seniors moving into retirement with debt has increased by 60% over the past 10 years. This
How, exactly, do you give advice? What do you consider and why? Why include those things and leave the others out? Who are you particularly
David Whyte has a nicely provocative title for his article on goodreturns: "Client-first may be too big an ask for biggest players" – although I think the
To judge from quote numbers in packages most advisers choose to start an insurance package with life cover. That choice might be worth exploring in
The Financial Services Council, in association with Workplace Savings and Women in Super, are hosting a Breakfast Leadership Series. Click here to register for the Wellington event and here for
QPR are advertising for a part-time Life and Disability Insurance Product Analyst. Click here to view the details and to apply.
The New Year is a great opportunity to start fresh on the kinds of projects that are hard to sustain: behaviour-change projects. The most important
Hopefully you haven't noticed a difference, but Quotemonster has changed its hosting arrangements. Without boring you with technical details the new approach means that for
Lemonade, a property insurer for New York, have been promoting the excellent service offered by their automated claims-handling artificial intelligence. This is one of those