Tuesday, October 15, 2019

Associations

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...

MDRT Evolution of Advice Roadshow – Innovation And Change 

The recent 2018 Million Dollar Round Table (MDRT) Evolution of Advice National Roadshow series delivered a string of valuable messages to financial advisers on...

Financial Advice New Zealand Seeks CEO 

The board of Financial Advice New Zealand has announced it is searching for its first CEO. “Given the importance of this role in driving direction...

Financial Advisers Held in High Esteem

Consumers reveal what they think of financial professionals and what they want from them, in a recent study commissioned by the Million Dollar Round...