Monday, July 22, 2019

Dealer groups

Dealer Groups Must Evolve Alongside Advisers – Newpark

Dealer groups must evolve as the new regime for financial advice comes into force, says Newpark Chief Executive, Melanie Purdey. She believes most dealer groups...

Newpark Key Appointment 

Newpark Financial Services has announced the appointment of Peter Lycett to the role of General Manager, Performance and Growth. An Authorised Financial Adviser, Lycett brings...

New Adviser Training Initiative

National adviser firm, Kepa, is set to release a new adviser learning program it says will benefit a range of advice businesses within the...

Prepare Your Business for Licensing Now – Kepa 

Advisers should be taking the time now to set up their business processes for success, ahead of looming licensing requirements, urges Kepa CEO, Brendon...

Top Advisers Recognised at Kepa Conference

Kepa acknowledged some of its top advisers, at its recent annual conference, held at SkyCity in Auckland. Presented during the Adviser Awards Dinner, the winners...

Kepa General Sees Early Success 

Kepa has reported that its recent expansion into general insurance has been positively received by advisers. The new initiative, Kepa General, began on 6 August...

Dealer Group Warns of Free CRM ‘Trap’ Targeting Advisers 

National dealer group, MySolutions, has raised its concern that advisers are making poor business decisions because of the lure of free CRM offers. MySolutions CEO,...

Kepa Announces Appointment to Boost Training and Development

Kepa has appointed Paula Damen to the newly created role of Adviser Development and Training Manager. Damen will lead Kepa’s adviser training and development programmes,...

New Service Appeals to Risk-Focussed Advisers

A new services firm has launched, with a current membership comprised of 90 per cent risk-focussed advisers. The Adviser Platform (TAP) offers a partnership-style proposition for advice businesses...

“Succession Issue to Solve” – Kepa 

According to the head of one of the country's largest advice groups, the combination of ageing advisers and impending regulatory change may be a...