Saturday, July 27, 2024

Services

Higher Compensation Limits for Financial Disputes

Financial limits for complaints about financial service providers are being raised and streamlined by the country's four approved dispute resolution schemes. The services are: Banking...
The Quotemonster Roadshow on Auckland's North Shore.

Quotemonster National Tour Dates Announced

The team from Quotemonster is preparing for its next national roadshow, with 17 dates confirmed for July and August. A spokesperson says the events will...

Advice Exposed to Litigation – Even After Sale

There are significant risks to a professional in ceasing to trade says Tom Pasley of law firm Robertsons. He says that while the business may...

Ombudsmen Schemes in Merger Talks

The Ombudsmen for Financial Services Complaints (FSCL) and the Insurance & Financial Services Ombudsman Scheme (IFSO Scheme) are in merger talks. The purpose of the...

Your 2024 Compliance Check List

Industry training firm Strategi Group has published the key activities that it says should demand the attention of compliance officers this year. The firm says...

Tips to Focus on CPD

Strategi has produced a tip sheet for advisers needing to focus more on their continuing professional development (CPD) activities. The industry training firm states the...

The Adviser Platform Discount Offer

The Adviser Platform (TAP) is offering its mortgage aggregation service for 50% off to new advisers for their first six months, so long as...

New Course Helps Close the Training Gap

Training provider MySolutionsAcademy has launched a new adviser training course that it says fills a gap in the market left by the mutuals. Glen Hatcher,...

Asteron Mental Health Programme Update

Since its launch in 2020, Asteron Life's Mental Health Disability Management Programme has received more than 30 referrals. The programme is provided in collaboration with...