Poll Results – Time to Grow
In our latest poll, we asked whether you intended to expand your team and bring onboard new advisers in 2020.
At the time of writing,...
Latest Poll – Expanding the Team
Our latest poll asks if you intend to bring a new adviser into your business in 2020.
The Adviser Platform this week announced a new...
Poll Results – Licensing Looms
In our latest poll, we asked whether you felt ready to submit your licensing application by 4 November, after the FMA recently announced this...
Latest Poll – Licence Application Ready
Our latest poll asks if you know you will be ready to submit your licensing application to the FMA by the 4 November.
The regulator...
Poll Results – Prepared Against Cyber Risk
In our latest poll, we asked how confident you felt that your financial advice firm can detect and protect against cyber threats.
At the time...
Latest Poll – Cyber Risk
Our latest poll asks how confident you feel that your financial advice firm can detect and protect against cyber threats.
The FMA has released a...
Poll Results – Adapting to Change
Our latest poll sought to gauge how you as advisers are tracking with the sweep of regulatory change taking place across financial services and...
Latest Poll – Taking Stock
With another consultation paper recently released to the industry in the form of the FMA’s two proposed standards for transitional licensing (see: FMA Consults...),...
Poll Results – Affordability a Concern
In our latest poll, we asked you the reasons your clients had shared about why they hadn’t previously considered personal risk insurance before seeking...