Sunday, December 16, 2018

Dealer groups

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...

Kepa Announces Third Strategic Alliance With Advice Firm 

Kepa has announced a strategic alliance with the Papamoa-based risk insurance advice firm, Lloyds Insurance. The partnership is the third in the dealer group’s ongoing...

Kepa Announces New CEO

Kepa has appointed Brendon Neal as its new Chief Executive Officer. Neal replaces Kepa founder, Jeff Page, who announced his retirement earlier this year. A leader...

More Fallout From Aussie Royal Commission

Turmoil in the Australian financial advice sector continues, with news over the weekend that a top-ten advice licensee has closed its doors. Non-aligned financial advice...

Kepa Opens New Adviser Hub in Christchurch

Adviser group Kepa has announced the launch of a new adviser hub in central Christchurch, which opened on 9 April. Kepa National Sales Manager, Mike...