Are You Living up to Your Licensing Promise?
Partners Life’s Mark Banicevich says there is a proportion of financial advisers who remain unaware of all their obligations as a licence holder in...
Masterclass to Navigate Tough Economic Times
According to the latest business confidence survey released by the New Zealand Institute of Economic Research, 75% of New Zealand businesses expect a financial...
Why CPD Will be a Big Deal This Year
David Greenslade, Executive Director at Strategi Group, says there will be an increased focus on Continuing Professional Development when all those who provide financial...
Top Five Predictions for 2023
Like everyone else, advisers want a glimpse of the future, and this week was no different when we published a list of predictions for...
What Advice After Licensing Looks Like
GUEST COLUMNIST – KATRINA SHANKS
Katrina Shanks says the two-year journey to the dawn of March 15 has encouraged all advisers to put their processes...
Which Comes First – Business Risk Assessment or Personal Risk Assessment?
Cecilia Farrow writes that when it comes to providing personal risk advice to owners of very small businesses, advisers need to first assess its financial...
Advisers Will be Kiwis’ Trusted Partners in 2023
GUEST COLUMNIST – KATRINA SHANKS
Katrina Shanks says that as Kiwis start to consider their options and plan for a potentially turbulent 2023, many will be helped by financial...
Aussie Consumers Groups Demand a Ban on Commissions
Riskinfo thanks AFA CEO, Phil Anderson, for permission to publish an extract based on one of his LinkedIn posts, in which he calls out...
Adviser Avoids Responsibility in FSCL Complaint
In this article, Stephanie Newton, Case management Team Leader at Financial Services Complaints Limited, shares an example of a dispute about insurance advice that...