Wednesday, September 26, 2018

Dealer groups

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...

Kepa And Financial Design Group Announce New Partnership 

Kepa has announced a strategic alliance with Albany-based Financial Design Group (FDG), which will see the dealer provide capital to the advice company and...

Kepa Announces ‘Fit4License’ Programme For Advisers 

Kepa has revealed it is working on a framework to enable the dealer to be a licensed entity under the new legislation. The programme it...

Kepa CEO to Step Aside

Kepa co-founder and chief executive Jeff Page, has announced he will step aside from his CEO role saying, “...it is an opportune time for Kepa...