Thursday, November 14, 2019

Dealer groups

Kepa Conference, Lead Adviser Workshops

  Kepa held its 2019 Conference ‘Licence to Fly’ on 24 October where CEO, Brendon Neal, opened by reiterating the company’s value proposition and achievements...

Kepa Announces Appointment to Drive Adviser Standards

Kepa Financial Services has appointed Leigh Hodgetts in the new role of Adviser Standards and Compliance Consultant, effective from 16 September 2019. In her new...

Kepa Expands Adviser Service Offer

Dealer group, Kepa, is set to expand its service offer by launching a new advice hub for both current and future advisers. This move comes...

Dealer Groups Must Evolve Alongside Advisers – Newpark

Dealer groups must evolve as the new regime for financial advice comes into force, says Newpark Chief Executive, Melanie Purdey. She believes most dealer groups...

Newpark Key Appointment 

Newpark Financial Services has announced the appointment of Peter Lycett to the role of General Manager, Performance and Growth. An Authorised Financial Adviser, Lycett brings...

New Adviser Training Initiative

National adviser firm, Kepa, is set to release a new adviser learning program it says will benefit a range of advice businesses within the...

Prepare Your Business for Licensing Now – Kepa 

Advisers should be taking the time now to set up their business processes for success, ahead of looming licensing requirements, urges Kepa CEO, Brendon...

Top Advisers Recognised at Kepa Conference

Kepa acknowledged some of its top advisers, at its recent annual conference, held at SkyCity in Auckland. Presented during the Adviser Awards Dinner, the winners...

Kepa General Sees Early Success 

Kepa has reported that its recent expansion into general insurance has been positively received by advisers. The new initiative, Kepa General, began on 6 August...

Dealer Group Warns of Free CRM ‘Trap’ Targeting Advisers 

National dealer group, MySolutions, has raised its concern that advisers are making poor business decisions because of the lure of free CRM offers. MySolutions CEO,...