Financial Advice NZ is holding a webinar next week addressing what the FMA’s Access to Advice review means for financial advisers.
The webinar, which follows the release of the FMA’s review and an address by the FMA’s Samantha Barrass at the Financial Advice NZ Conference last month, explores what the results mean for financial advisers in practice, including how advice business models can evolve (see: Adviser Caution Making Advice Less Accessible).
Financial Advice NZ says on its website the one hour webinar on April 22 at 10 am will be hosted by Nick Hakes, CEO of Financial Advice NZ, with Romil Ghelani, – Head of Financial Advice, FMA and Ross Skilton the FMA’s Senior Adviser, Financial Advice. They will step through the key insights from the review.
“The research found that many New Zealanders value financial advice but see it as costly, complex, or not relevant to them, particularly for simpler needs. There is strong demand for more accessible, easy-to-understand options, with digital channels playing an important role alongside human advice,” FANZ says.
The webinar will discuss how the findings relate to advice models, client needs, and will pose questions intended to explore how the financial advice profession can keep evolving to address the accessibility to advice challenges to better meet the needs of New Zealanders.
It will cover:
- How regulators and industry can play their roles in closing advice gaps
- How advice business models can evolve to improve accessibility without compromising quality
- Why digital and hybrid advice models present a significant opportunity. The FMA will also share quantitative insights and highlight areas for innovation
Click here for more information and to register.
