Five Ways Hackers Can Compromise Advice Businesses
Cybersecurity threats to financial advice businesses extend well beyond technology, with human behaviour, artificial intelligence and inadequate governance among the vulnerabilities advisers need to...
Intermediary Duties Under FMA Microscope
The FMA releasing updated information on the duties of intermediaries saw strong reader interest this week...
The FMA released updated...
The Capacity Trap: Delivering More Advice Shouldn’t Have to Mean More Work
For many advice businesses, the constraint isn't demand, it's capacity, writes The Adviser Platform’s Ryan Edwards. He explains how practice architecture, the way people,...
New Masterclass for FAP Leaders Launched
Kaplan Professional is expanding its professional development offering for New Zealand’s financial advice sector with the launch of a new face-to-face masterclass for Financial...
Does Face-to-Face Time Fuel Referrals, Really?
For advisers wondering if all the extra time and effort it takes to meet face-to-face with clients is really worth it, Tony Vidler has...
Why Your Staff Fail You
It isn’t terribly unusual to find advisers taking on staff and being disappointed reasonably quickly, as the staff fail to deliver quite what the...
Majority Support Delegating Life Insurance Applications
Our latest poll result finds a majority of advisers agree they should delegate the completion of life insurance applications to a team member.
In a...
Latest Poll – Will Delegation Make You More Productive?
Our latest poll question stems from an insightful message from Kiwi risk specialist adviser, Brian Burgess, at the 2026 MDRT Global Conference in Sydney last week.
Burgess said...
Adviser Firms Expand Through Ongoing Referral Partnership
There was much reader interest this week in our report on two adviser firms teaming up with RIVAL Wealth providing ongoing...