Adviser Churn Continues but New Entrants Fill the Gaps
Our story on what’s happening to risk specialist adviser number across The Ditch – and what might happen here – clearly matters for many...
New Claims Platform Goes Live at Partners Life
Partners Life is the first life and health insurance company in New Zealand to adopt the Fineos Platform – a purpose-built claims management system...
Advisers Cautioned on Book Acquisition
Acquiring a book of clients is a quick way to grow an advisory business. However, Strategi's Dave Greenslade says the new advice regime has...
Steve Richens Farewelled
One of the country’s longest-serving independent financial advisers has passed away. Steve Richens (pictured), founder of Moneta, died following a stroke.
The 66-year-old ticked up...
‘Game Changer’ – mySolutions Adds Aggregators to Partner Network
Industry training and support firm mySolutions has formed alliances with Kiwi Adviser Network (Trail) and Prosper Group to broaden the aggregation and services options...
mySolutions Confirms Major Restructure
Auckland-based dealer group, mySolutions, has announced a "significant shift" in the way it will work with advisers in future.
In a release to its 280-strong...
Proposed Laws on Industry Intermediaries Under Review
MBIE is seeking feedback on a range of changes to the Financial Markets (conduct of institutions) Amendment Bill that regulates those working in sales...
Key Australian Licensee Firms Respond To New FPA Policy
The Australian FPA policy recommending that a professional registration for individual financial planners replace the current system requiring an AFSL to provide advice, is...
Synchron Bucks Trend in Adviser Growth
Non-aligned dealer group, Synchron, has released data indicating it is the only top 15 licensee firm in Australia to have increased its adviser numbers...