Saturday, April 27, 2019

Practice management

Adviser Record Keeping Lacking, Warns Compliance Expert

A specialist in compliance for adviser businesses, particularly in risk and investment, says good record keeping practices are lacking among advisers. Adviser Business Compliance (ABC)...

Govt Releases New Productivity Tools for Small Businesses

Business.govt.nz has launched five free tools specifically to help small businesses improve their operations strategy and free up more time to focus on their...

Advisers Must Utilise Tech, Says Business Risk Expert

Business risk expert, Cecilia Farrow, says advisers need to make sure that when they incorporate technology into their business operations, it is delivering on...

Fidelity Launches ‘Building Better Businesses’ For Advisers 

Fidelity Life has launched a new value-add service for advisers to help them improve their businesses and succeed in the transition to the new...

Australian Fintech Grows Presence Among Kiwi Risk Advisers

Australian-based fintech platform for financial advisers, Worksorted, is growing its presence among New Zealand financial advice companies and has reported receiving software enquiries weekly...

Connect With Global Peers During Time of Regulatory Change – MDRT

Million Dollar Round Table (MDRT) NZ Chair, Katrina Church, says tapping into the global network of advisers that is MDRT is more valuable than...

Partners Life Launches Support Programme For Adviser Business Owners 

Partners Life launched a new Adviser Support Programme this week, designed to provide support to support adviser businesses and business owners in the new...

FMA Issues Public Warning About Palmerston North Adviser

Palmerston North registered financial adviser, Brian (John) Ferguson, has been identified by the Financial Markets Authority (FMA) as having engaged in serious misconduct. The FMA issued...

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,...

Partners Life Reports Record Growth, Expands Team

Partners Life has reported that since 1 April 2018, it has paid more claims and received more new business than any other year since...