The Adviser Platform Launches Audit Confidence Check
An audit confidence check is the latest service to be offered by The Adviser Platform (TAP) to help FAPs decide if they’re ready to...
Where Should Your Professional Development Focus be?
GUEST COLUMNIST – TONY VIDLER
While it's essential to stay sharp with technical professional knowledge, Tony Vidler says there is an over-arching need for advisers...
Keep Disclosure Simple
Compliance advisory firm Strategi reports that while most FAPs are complying with disclosure regulations, in many cases there is an unnecessary duplication of information.
This,...
Outsourcing Could Make Advisers Feel More Fulfilled
GUEST COLUMNIST – KATRINA SHANKS
In the busyness of life and work, it’s crucial for advisers to remember why they're doing what they're doing, writes...
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...