Friday, November 16, 2018

Tag: Financial Advice New Zealand

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...

Adviser Study Claims Industry-First Benchmark for ‘Know Your Client’ Behaviours 

The international financial advice community has benchmarked for the first time the extent to which financial advisers know and understand their clients, a new...

Financial Advice NZ Conference Wrap

Almost 600 delegates attended the inaugural Financial Advice New Zealand National Advisers Conference in Rotorua last week. The Conference delivered a raft of messages and...

2018 Excellence in Advice Award Winners Announced

The winners of Financial Advice New Zealand’s inaugural Excellence in Advice Awards were revealed at its National Advisers Conference Gala Dinner on 27 September...

Minister Faafoi to Open National Advisers Conference 

Financial Advice New Zealand has confirmed that Commerce and Consumer Affairs Minister, Hon. Kris Faafoi, will open its National Advisers Conference next week. The three-day...