Monday, August 2, 2021

Opinion

Financial Advisers’ Mental Health Matters – Now More Than Ever

GUEST COLUMNIST – KATRINA SHANKS Financial Advice NZ's CEO Katrina Shanks says a number of surveys have highlighted the impact of Covid-19 on Kiwis’ financial...

Call for Advisers to Connect with Digital Natives

Financial advisers should adopt a hybrid approach to customer interactions when it comes to helping digital natives – or the so-called Millennials and Generation...

Time to Break Down Advice Barriers With Consumers

GUEST COLUMNIST – KATRINA SHANKS Even though we are well into the New Year, Financial Advice NZ's CEO Katrina Shanks says it's still refreshing to...

Doing Good is Good for Business

GUEST COLUMNIST – LIZ ZHU Caring about customers is a business imperative as well as an ethical one for insurers, argues Liz Zhu, a Medical...

Advisers Need to Maintain Trust Through the Advice Journey

GUEST COLUMNIST – KATRINA SHANKS How many times have we heard the term ‘unprecedented’ this year? 2020 has been a year like no other for...

Full licensing application guide

GUEST COLUMNIST – KATRINA SHANKS The release of the full FAP licence standard conditions by the FMA is the last piece of the puzzle in...

Trusted Adviser – Mark Of Distinction

GUEST COLUMNIST – KATRINA SHANKS After almost two years in the making, Financial Advice NZ launched its Trusted Adviser quality service mark last month. Here,...

Where Your Adviser Business Should Be Now

GUEST COLUMNIST – STEVEN BURGESS Steven Burgess, CEO of the Compliance Refinery, has worked with financial adviser businesses for more than 15 years – building...

Unpacking Conflicts Of Interest

GUEST COLUMNIST – KATRINA SHANKS Mitigating and managing conflicts of interest is a key element in the new disclosure requirements, writes Katrina Shanks, CEO of...