Tuesday, March 26, 2019

Tag: Katrina Shanks

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...

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,...