Massey Launches Complaint Resolution Course
Massey University has launched an online course to share best practice in complaint response for those working in insurance and financial services.
Its Complaint Response...
Most Advisers Confident About Compliance
Almost 70% of those who have so far cast a vote in our current poll are confident their practice has a robust compliance system.
Our...
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...
FMA Podcast Covers FAP Licensing
The latest '5 Minutes with the FMA' series of podcasts features the organisation's Director of Deposit Taking, Insurance, and Advice, Michael Hewes.
In the podcast...
Advisers Launch New PI Offering
Our report about a group of advisers who are challenging the PI market with their own product was this week's most-read story...
A new entrant...
Time to Focus on First Regulatory Return says FSC
The first regulatory return for financial advice license holders is required by the FMA on 30 September 2024, but the reporting cycle starts on...
How to Handle a Security Breach
The FSC is running a free webinar to share ideas on what you can do if and when your computer system suffers a security...
Importance of Keeping Notes Highlighted by FSCL
This week's most-read feature is the report of an adviser who relied on her notes to prove she gave a client advice that they...