Tuesday, November 19, 2019

General

More Advisers on the Move

In Australia, research and advice firm Adviser Ratings has reported a 70 percent increase in the number of advisers moving between licensees in the last...

FSC Reports Solid Membership Growth

The Financial Services Council has reported solid growth across its activities, including membership growth of 60 percent. As of 1 November 2019, the FSC has...

Privacy Breach at FMA

The FMA has apologised for a privacy breach that it said meant complaints documents it received between 2015 and 2017 were potentially accessible via...

How to Get Rid of the Client From Hell

While all advice businesses pursue their ideal client, it’s fair to say that many advisers also have one or more ‘clients from hell’ on...

News in Brief

Rothbury Insurance Brokers Team Up With Grow NZ Business Rothbury Insurance Brokers has announced a strategic alliance with Kiwi business advisory group, Grow NZ Business, to...

Consumers Still Wary of Financial Advice – Report

Consumer trust in the financial advice industry remains low but Australians are hopeful that regulatory changes will turn things around, according to a new...

Strategi Expands Team Ahead of New Regime

Strategi Group has made significant changes over the past six months, to enable it to take an increased and changing workload in its stride,...

Australian Regulator ‘Calls Time’ on Disclosure Reliance

A joint report released by Australian and Dutch regulators have spotlighted cases where financial services disclosure has been less effective than intended, ineffective or...

News in Brief

Fidelity Life October Roadshows Fidelity Life will be taking its latest roadshow, On Point Live, around the country in October. Attendees will hear an update on...

Research Shows Where Kiwis Find and Buy Insurance

Kiwis prefer to find out about insurance products online but tend to buy them offline through an adviser or at a bank branch, according...