Sunday, May 27, 2018

Associations

New CEO Outlines Priorities

The newly appointed chief executive for Financial Advice New Zealand was announced last week (see: New CEO Announced...). Former Member of Parliament, Katrina Shanks, will...

New CEO Announced For Financial Advice New Zealand 

Financial Advice New Zealand has revealed its new Chief Executive. Katrina Shanks will lead the new association, commencing her role on 5 June 2018. Financial Advice...

Advisers to Have Stronger Say in Draft Code 

Financial Advice New Zealand has revealed it is forming an adviser panel in association with the Code Working Group (CWG), to ensure the adviser’s...

New Body Releases Membership Transfer Details

Financial Advice New Zealand has shared the membership transfer process with founding members on how they can join the new association. Members of the founding...

Regime Changes – Taking Action Now or Later? 

The Code Working Group consultation paper has generated a great deal of discussion, as intended, on what advising under the new regime may look...

Advisers Endorse Financial Advice NZ

Advisers have given a strong endorsement of their new, combined representative voice, Financial Advice New Zealand. As we go to print, 65 per cent of...

Quality Service Mark to Complement Existing Designations

Financial Advice New Zealand has released the details of its Quality Service Mark (QSM) framework for its members. The new body envisions the QSM becoming...

Will You Join Financial Advice NZ?

Our latest poll asks your intentions about joining Financial Advice New Zealand. Scheduled to open its doors from 1 July this year, it's been confirmed...

Financial Advice NZ Member Applications to Open in May

Financial Advice New Zealand has confirmed it will be opening its foundation membership application process to advisers from mid-May. The Association had originally envisaged adviser...

Risk Committee Chair For New Body Announced 

Financial Advice New Zealand has announced the respective Chair for each of its four member advisory committees (MACs). Regan Thomas was named Chair for the...