Saturday, December 2, 2023

Opinion

Call to Retain Existing Level 5 Qualifications

One industry leader's response to news that the Level 5 certificate may be changed, coupled with his suggestion that advisers should concentrate on good...

Insurance Premiums – What to Expect in 2024

The future of life insurance is to be the topic of a Financial Advice NZ webinar on Wednesday 22 November starting at 10am. Cara Jiao,...

Presenting Professional Collaboration to Clients

GUEST COLUMNIST – TONY VIDLER When professionals collaborate to collectively meet the needs of a client, then it's important they are seen as working together...

New Government Welcomed by Industry Bodies

Following the weekend's General Election in New Zealand, the FSC has congratulated the incoming National-led government. The final result will not be known until Friday...

The Value of Financial Advice

GUEST COLUMNIST – KATRINA SHANKS A new report dispels some of the myths surrounding the value of financial advice and how Millennials are embracing technology...

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...

The Long Road to Financial Literacy

GUEST COLUMNIST – KATRINA SHANKS Researchers tracking the developing financial literacy of 300 young Kiwis have shared some of their key findings with Katrina Shanks,...

Pros and Cons of Mergers & Acquisitions

A list of common mistakes FAPs can make when implementing plans to grow their company via mergers and acquisitions has been published by Strategi...

Keep Client Consults Super Simple

GUEST COLUMNIST – TONY VIDLER To be effective as financial advisers we need to begin by focussing on the burning needs of our clients –...