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Showing 1 - 3 of 3 results for "Tailor advice"

New Zealand advice industry to be overhauled

JAMIE WILLIAMSON  |  WEDNESDAY, 9 AUG 2017
... the Bill also removes the distinction between class (general) and personal advice making it easier for advisers to tailor advice to their clients without the limitations of regulatory boundaries. The Bill also requires individuals and digital advice ...

Former Westpac planner banned

JAMIE WILLIAMSON  |  TUESDAY, 29 NOV 2016
... employed by Westpac Financial Consultants. The regulator found that Bishop implemented an advice strategy that did not tailor advice to clients' personal and financial circumstances, and led to clients being over-insured with an inappropriate level of ...

Tailor advice to each generation: research

LAURA MILLAN  |  TUESDAY, 15 OCT 2013
Advisers should tailor their communication strategies to suit the needs of each generation, but in the age of internet, face to face meetings are still the clients' preferred system to communicate with advisers. An AFA white paper revealed that, while ...
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