Wednesday, May 8, 2024

General

appointment

AIA Makes Risk Committee Appointment

AIA NZ has appointed Michele Embling as an Independent Non-Executive Director and Chair of its Board Audit and Risk Committee. Embling, who took up her...
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Soft Skills Poll

Business coach Tony Vidler writes that your clients may need more time than expected to make a decision when it comes to accepting financial...

Understand The Buying Journey of Your Clients

Catching the attention of most advisers this week was a guest columnist's suggestion to adopt a softly-softly approach when presenting clients with unexpected or...

Southern Cross Membership Latest

Southern Cross Health Society's annual financial results show its membership is back to levels last seen in 1992. The society’s membership currently stands at 940,000, with...
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Financial Advice NZ CEO to Step Down

Katrina Shanks, the CEO of Financial Advice NZ, will leave the organisation in November. The task of recruiting a replacement will start soon, says...
appointment

Key ANZIFF Appointments

Tim Tez, CEO of Australasia Resolution Life, and Sarah Phillips, AIA's General manager Corporate Affairs, have joined ANZIIF’s board of Directors. Tez has more than...

Global Insights on Financial Planning

The findings of a global research project on the benefits of financial planning are to be revealed by Financial Advice NZ and the Financial...

Professional Ethics Course from Financial Advice NZ

Financial Advice NZ and Jane Arnott, Director of The Ethics Conversation, are offering an ethics workshop for advisers wanting to demonstrate their commitment to...

Early Bird Tickets for FSC Trans-Tasman Conference

Tickets for the first Trans-Tasman Strategic Leaders Summit, being held by the Financial Services Councils of Australia and New Zealand, are now available. Next year's...