Sunday, August 25, 2019

Practice management

Poll Results – Time to Grow

In our latest poll, we asked whether you intended to expand your team and bring onboard new advisers in 2020. At the time of writing,...

Latest Poll – Expanding the Team

Our latest poll asks if you intend to bring a new adviser into your business in 2020. The Adviser Platform this week announced a new...

TAP Announces Program to Help Advisers Expand

The Adviser Platform (TAP) has announced a new program to help advisers expand their businesses and draw new talent into the market in 2020. The...

FMA Releases New Tool and Details on Transitional Licensing Applications

The Financial Markets Authority has announced it will start accepting transitional licence applications from 4 November 2019, as part of the new regime for...

Poll Results – Prepared Against Cyber Risk

In our latest poll, we asked how confident you felt that your financial advice firm can detect and protect against cyber threats. At the time...

FMA Report Shines Light on Cyber-Resilience in Financial Services Firms

The Financial Markets Authority has released a report covering its findings of a thematic review of cyber-resilience in New Zealand financial services. The purpose of...

Latest Poll – Taking Stock

With another consultation paper recently released to the industry in the form of the FMA’s two proposed standards for transitional licensing (see: FMA Consults...),...

FMA Consults on Two Standard Conditions for Transitional Licensing

The FMA is consulting on two standard conditions it may potentially impose for transitional licences, as part of the new financial advice regime. The new...

Adviser Shares Tips for Driving Success

Geelong-based adviser, Ross Hultgren, has shared his top tips he says can be used by every adviser, regardless of their age, experience or client base. Speaking...

Rethink, Relearn, Rebuild – Wisdom From MDRT

An insurance professional coach presented a topic called ‘Rethink, Relearn, Rebuild’ at the 2019 MDRT Annual Meeting which concluded in Miami, Florida today. The points...