Tuesday, June 25, 2019

Practice management

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...

Service Provider Rebrands to Guide Advice Firms Through New Regime 

Hawke’s Bay-based service provider, Boutique Advisers Alliance, has rebranded to Finzo, an integrated financial solutions provider aiming to improve service delivery, efficiency and client...

Record Keeping Still Vital Under New Code

Adviser Business Compliance Director, Gavin Austin, says record-keeping is still integral to an advice business even though the newly approved Code of Professional Conduct...

Aussie Election Outcome Eases Pressure on Future of Risk Commissions

The majority of advisers and other industry stakeholders in Australia appear more optimistic about the future of their own business as well as the...

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...