Friday, November 16, 2018

Tag: Katrina Shanks

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...

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...

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...

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...

Too Few Kiwis Seek Advice: Financial Advice NZ 

Financial Advice New Zealand has referenced two key statistics as part of its support for Money Week, taking place from 3-9 September: Each year...

Financial Advice NZ Readies New Campaign For Money Week

Financial Advice New Zealand has been preparing for Sorted’s Money Week next week, including a digital/social media campaign and a marketing pack for advisers. Financial...

Competency Resources Released For Financial Advice NZ AFA Members

Financial Advice New Zealand has launched a range of competency resource documents for its AFA members. The resource materials include clarification commentary from David Ireland,...

FSLAB Select Committee Report Missed the Mark, Says Financial Advice NZ

Financial Advice New Zealand CEO, Katrina Shanks, has urged the Government to take another look at the proposed changes to the Financial Services Legislation Amendment...

Linking Life Events With Provision of Advice

The idea to tie life events more strongly to certain forms of advice was put forward at the Financial Services Council’s Breakfast event ‘Advice...

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...