What to do When You Inherit a Complaint
You've bought a client book and now there's a complaint – what are the implications? This scenario is the subject of an upcoming webinar...
FMA’s Expectations for 2025
By 2025 the FMA's Director of Banking and Insurance Conduct wants to see customers at the centre of financial institutions' strategy.
Speaking during a podcast...
Webinar to Highlight Current Cyber Issues and Claims Trends
The latest issues in the world of cyber security will be discussed by Joseph Fitzgerald, Partner at Wotton & Kearney, and Andrew Beven, Manager...
Free Full Licensing Workshops for Class 1 Applicants
The FMA is hosting a series of free online workshops to help guide financial advisers through the Class 1 application process – one section...
Lessons We Can Learn From Sport
Ryan Edwards of The Adviser Platform says that as a proud sporting nation, financial advisers can learn a great deal from the world of...
How Customer Surveys Can Help Your Business
Strategi Group has published a 'best practice' guide to customer surveys that's aimed at financial advisers, managers, and owners of financial advice providers.
“Surveys are...
Webinar – What Advisers Can Learn from Sport to Improve Their Business
The Adviser Platform has teamed up with AIA to deliver a webinar covering the lessons financial advisers can learn from the world of professional...
FMA Launches New Podcast
The FMA has launched the first in a series of podcasts with the show's premiere featuring the regulator's Director of Supervision James Greig discussing...
Clarity Needed Before Advising Clients
Melanie Purdey of Compliance Refinery says too many advisers are caught out at review time because they lack clarity about what they are being...