Will You Apply For The Trusted Adviser Mark?
Financial Advice NZ's Trusted Adviser mark opened for applications last month, the accreditation is available to members who meet its criteria.
Katrina Shanks, CEO of...
Should The FMA Recognise Aussie Qualifications?
The FMA is looking for feedback on its proposal to recognise Australian adviser qualifications.
If the idea is adopted it would mean suitably qualified advisers...
Advisers Split Over Insurance Company Operators
It seems advisers are split when it comes to deciding if there are too many insurance companies operating in New Zealand.
Currently there are 17...
New Poll: Crowded Insurance Market?
Financial Services Executive Don Allerston, formerly of Fidelity Life, told the FSC's Generations conference last week that there's an element of saturation when it...
New Poll: Will You Charge New Clients For Advice?
This week we reported on two financial advice firms which operate in different ways (see: Charging For Advice Raised At Bounce Conference).
PH Wealth charges...
Are You Managing Your Conflicts Of Interest?
The issue of conflicts of interest is coming under greater focus by industry the industry regulator and has been clarified further this week by...
Poll Result: Working Under The ‘New Normal’
Despite the trauma caused by Covid-19, and the restrictions imposed by the government's various Alert Levels, it appears the vast majority of financial advisers...
Latest Poll: The New Normal
There's no doubt 2020 started well, but quickly turned into the year we'd most like to forget – and it's only September.
While the Covid-19...
Who Schedules Your Appointments?
Our latest poll is drawn from our MDRT report this week, in which a renowned consultant advocates advisers should outsource the scheduling of all...