Thursday, July 19, 2018

Tag: Financial Advice New Zealand

Financial Advice New Zealand Up and Running  

The new organisation for the future of financial advice is now officially in operation. Financial Advice New Zealand confirmed its membership is currently 1500 strong...

Tap Into Employment to Encourage Financial Advice, Says Insurer 

The Managing Director of Partners Life has suggested that the industry turn to employment as a channel to connect people with the concept of...

Focus on Client Costs – Not Commissions, Says New Body 

Financial Advice New Zealand recently submitted its response to MBIE on the recent disclosure consultation paper (see: MBIE Seeking Feedback…). In it, the new body...

New Body Revs up For July 1 Launch

Katrina Shanks commenced her role as CEO of Financial Advice New Zealand this week and the new body has revealed the following developments in...

New CEO Outlines Priorities

The newly appointed chief executive for Financial Advice New Zealand was announced last week (see: New CEO Announced...). Former Member of Parliament, Katrina Shanks, will...

New CEO Announced For Financial Advice New Zealand 

Financial Advice New Zealand has revealed its new Chief Executive. Katrina Shanks will lead the new association, commencing her role on 5 June 2018. Financial Advice...

Advisers to Have Stronger Say in Draft Code 

Financial Advice New Zealand has revealed it is forming an adviser panel in association with the Code Working Group (CWG), to ensure the adviser’s...

New Body Releases Membership Transfer Details

Financial Advice New Zealand has shared the membership transfer process with founding members on how they can join the new association. Members of the founding...

Advisers Endorse Financial Advice NZ

Advisers have given a strong endorsement of their new, combined representative voice, Financial Advice New Zealand. As we go to print, 65 per cent of...

Quality Service Mark to Complement Existing Designations

Financial Advice New Zealand has released the details of its Quality Service Mark (QSM) framework for its members. The new body envisions the QSM becoming...