Sunday, September 19, 2021

Opinion

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...

Countdown To The New Regime

GUEST COLUMNIST – KATRINA SHANKS With the new regulatory regime approaching fast Katrina Shanks, CEO of Financial Advice NZ, looks at the four key areas...

Advisers Need To Shift Focus To Survive

GUEST COLUMNIST – RYAN EDWARDS Ryan Edwards, Managing Director of The Adviser Platform, writes that while financial advisers are aware of the incoming regulatory regime,...

How To Develop Competitive Advantage

GUEST COLUMNIST - DAVID WHYTE David Whyte, Managing Director of DCW Management, writes that early adopters of the incoming regulatory regime will find it substantially...

Long Journey To New World Of Disclosure And Trust

GUEST COLUMNIST – KATRINA SHANKS It has been a long time coming, but as Katrina Shanks, CEO of Financial Advice NZ writes, the incoming regulatory...