Friday, March 29, 2024

Practice management

Most Advisers Confident About Compliance

Almost 70% of those who have so far cast a vote in our current poll are confident their practice has a robust compliance system. Our...

Key Considerations of Practice Development

GUEST COLUMNIST – TONY VIDLER Business coach Tony Vidler writes that business capacity, capability, and opportunity, are the fundamental building blocks of any successful advisor...

Get Your Ducks in a Row When it Comes to Compliance

GUEST COLUMNIST – RYAN EDWARDS While you're now likely approved for your FAP licence, it isn’t time to celebrate just yet as it is just...

FMA Podcast Covers FAP Licensing

The latest '5 Minutes with the FMA' series of podcasts features the organisation's Director of Deposit Taking, Insurance, and Advice, Michael Hewes. In the podcast...

Advisers Launch New PI Offering

Our report about a group of advisers who are challenging the PI market with their own product was this week's most-read story... A new entrant...

Time to Focus on First Regulatory Return says FSC

The first regulatory return for financial advice license holders is required by the FMA on 30 September 2024, but the reporting cycle starts on...

How to Handle a Security Breach

The FSC is running a free webinar to share ideas on what you can do if and when your computer system suffers a security...

Importance of Keeping Notes Highlighted by FSCL

This week's most-read feature is the report of an adviser who relied on her notes to prove she gave a client advice that they...

Nib Launches New Claims Service

Nib has launched a new online claims information service, providing advisers with real-time information about their clients' new and active pre-approvals and claims. Initially, nib...