AI in Advice Certificate Launched
Financial Advice New Zealand has launched an AI in Advice Certificate, a 12-week executive short course designed to help financial advisers embed AI tools...
Latest Poll – Fit-for-Purpose Complaint Processes?
Our latest poll is asking advisers to consider whether your firm’s complaints processes are genuinely easily accessible for customers and are fit-for-purpose.
Our question follows...
Companies Encouraged to Review Complaint Processes
Financial services companies need to do more to help their customers to complain, says the FMA, which "strongly encourages" companies to review their complaints...
Client Satisfaction Levels – Latest Poll
Our latest poll is honing in on your views as to whether regular personalised contact with your clients leads to happier clients with greater...
Be ‘Crystal Clear’ on Advice Roles – FMA Case Study
An FMA reminder that providers contracting admin staff must be 'crystal clear' on what their roles entail and have processes to ensure...
Latest Poll – Adviser Practice Values
Could the value of your advice practice have increased in the past year as a new report indicates values have in Australia?
We ask the...
Latest Practice Price Guide Shows Gains
Business valuations across the financial services sector in Australia have climbed sharply over the past 12 months, according to the latest Radar Results price...
Majority of Advisers Not Prepared for FMA Visit – Poll Result
The results of our latest poll indicate that a majority of the adviser community does not believe their advice practice is well prepared for...
Key Pointers for Advisers Choosing PI Insurance
When it comes to professional indemnity insurance, many financial advisers have a “relentless focus” on price, but advisers need to know exactly what to...