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 –...
Advisers – Help Kiwis Get ‘Sorted’ Everyday
GUEST COLUMNIST – KATRINA SHANKS
When insurance advisers meet clients for an annual review, it provides a chance for them to pause, reflect, and adjust...
The Inside Track on Digital Marketing
Google is your best bet when it comes to marketing your business to customers says Richard Calkin, author of The Kiwi Business Hero’s Internet...
Time to Focus on Cyber Risks
GUEST COLUMNIST – CLINTON STANGER
FAPs need to decide if they can effectively mitigate cyber risks – it is not an IT or technology risk...
Common Practice May Not be Best Practice
GUEST COLUMNIST – TONY VIDLER
Just because a methodology has become the accepted norm, it does not automatically translate into that being the best way...
FAPs Are Making Hard Work of Compliance
Our report that most FAPs are over-complicating the job of meeting their regulatory compliance obligations struck a chord with Riskinfo readers this week...
Most FAPs...
Aussie Risk Advice Practices Rise in Value
Buying and selling agency Radar Results says the value of risk advice practices rose last year in Australia.
The firm's CEO John Birt says that...