Friday, March 29, 2024

Practice management

Massey Offers Finance Mentoring Scholarships

A collaboration between the Ministry of Social Development and Massey University will help upskill the workforce dedicated to providing financial mentoring services. This will be...

Empower Clients Through Plain Language

GUEST COLUMNIST – KATRINA SHANKS Having the ‘curse of knowledge’ means advisers need to translate technical terms into plain language when it comes to advising...

CoFI Guidance Published by FMA

The FMA has published its final guidance for financial institutions that distribute products and services through intermediaries as part of the Conduct of Financial...

The Importance of Client Reviews

Our report on the frequency at which advisers should review their client's needs, goals, and risks is not just the basis of this week's...

The Adviser Platform Launches Audit Confidence Check

An audit confidence check is the latest service to be offered by The Adviser Platform (TAP) to help FAPs decide if they’re ready to...

Where Should Your Professional Development Focus be?

GUEST COLUMNIST – TONY VIDLER While it's essential to stay sharp with technical professional knowledge, Tony Vidler says there is an over-arching need for advisers...

Keep Disclosure Simple

Compliance advisory firm Strategi reports that while most FAPs are complying with disclosure regulations, in many cases there is an unnecessary duplication of information. This,...

Outsourcing Could Make Advisers Feel More Fulfilled

GUEST COLUMNIST – KATRINA SHANKS In the busyness of life and work, it’s crucial for advisers to remember why they're doing what they're doing, writes...

Massey Launches Complaint Resolution Course

Massey University has launched an online course to share best practice in complaint response for those working in insurance and financial services. Its Complaint Response...