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...
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...