Tuesday, March 26, 2019

Tag: Financial Advice New Zealand

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...

Financial Advice NZ Launches Adviser Conference

Financial Advice New Zealand has launched its Conference 2019, taking place on 22-23 August at SkyCity in Auckland. The theme this year is ‘Be Brave,...

Report Needs Swift Response From Industry – Financial Advice NZ

Financial Advice New Zealand has said the insurance sector must respond swiftly to the issues raised in the recently released FMA and RBNZ Report...

Industry Responds to Conduct and Culture Report 

The Financial Services Council, Financial Advice NZ and Commission for Financial Capability (CFFC) have each responded to the Life Insurer Conduct and Culture Report...

Minimum Qualification For All – Financial Advice New Zealand

Financial Advice New Zealand has called for one minimum qualification, or its equivalent, for all who provide regulated financial advice. The call was made in...

Adviser Associations Band Together on Changes to Draft Code

Five financial adviser associations have jointly submitted their suggestions for changes to the Draft Code of Professional Conduct. The Association, Financial Advice New Zealand, IBANZ,...

PAA Officially Winds Up 

The Professional Advisers Association has completed its final Special General Meeting on 4 October, marking the end of the association. In a final note to...

Industry Response to ‘Succinct’ Draft Code

The draft Code of Conduct released last week by the Code Working Group has been welcomed by industry stakeholders, particularly for its concise and...

It’s About the Experience, Not the Product – Don Connelly

Veteran speaker, motivator and mentor to financial advisers, Don Connelly, has found that advisers who do extraordinarily well are not better, smarter or work...

Financial Education Platform Encourages Advisers to Reach Out to Schools

Online financial education platform, Banqer, has called for advisers to get involved in schools around New Zealand. Banqer was a general sponsor of the recent...