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...
Money Week Big Opportunity For Risk Advisers
Sorted’s 2018 Money Week takes place next week from 3-9 September, powered by the Commission for Financial Capability (CFFC).
The annual public awareness campaign will run...
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...
FSC Conference Nearly Sold Out
There are 25 spots left for the upcoming ‘Shaping Futures’ national conference hosted by the Financial Services Council (FSC) and Workplace Savings NZ.
“We are...
FSC and Workplace Savings NZ Awards Open For Nominations
Celebrating good consumer outcomes and industry conduct, The Financial Services Council and Workplace Savings NZ have announced their annual awards are now open for...
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...
MDRT Heading to Sydney
More than eight thousand financial advisers from around the world will be visiting Australia next year, following the announcement that the MDRT organisation will...
2018 MDRT Annual Meeting Wrap
The 2018 MDRT Annual Meeting, held this year in Los Angeles, was attended by more than 15,000 advisers from 53 different countries.
In addition to...
Helping Your Clients Spot Their Greatest Asset
An Irish adviser and international speaker shared an idea on how advisers can increase business by helping clients identify what their greatest asset is.
Anthony Matthews...