Empower Clients Through Plain Language
GUEST COLUMNIST – KATRINA SHANKS
Having the ‘curse of knowledge’ means advisers need to translate technical terms into plain language when it comes to advising...
Where Should Your Professional Development Focus be?
GUEST COLUMNIST – TONY VIDLER
While it's essential to stay sharp with technical professional knowledge, Tony Vidler says there is an over-arching need for advisers...
Outsourcing Could Make Advisers Feel More Fulfilled
GUEST COLUMNIST – KATRINA SHANKS
In the busyness of life and work, it’s crucial for advisers to remember why they're doing what they're doing, writes...
Key Considerations of Practice Development
GUEST COLUMNIST – TONY VIDLER
Business coach Tony Vidler writes that business capacity, capability, and opportunity, are the fundamental building blocks of any successful advisor...
Get Your Ducks in a Row When it Comes to Compliance
GUEST COLUMNIST – RYAN EDWARDS
While you're now likely approved for your FAP licence, it isn’t time to celebrate just yet as it is just...
Life After Licensing – the FMA’s Approach and Expectations
GUEST COLUMNIST – KATRINA SHANKS
As the financial advice industry embraces the post-transitional period of the new financial advice regime, it's crucial for us to...
Future Intentions – How Many Advisers Might Leave?
The financial advice profession in Australia could lose another 3,500 advisers, with thousands still on the fence about whether to stay or go, according...
Are CPD Courses Limited by the Available Products?
GUEST COLUMNIST – GUY DOBSON
Guy Dobson, Director of Dynamique, writes that the limited number of financial products available in the New Zealand market could...
The Nuances of Competence in the New Regime
The final countdown to the new regime is well and truly on, with the date of 16 March marking the culmination of a long...