Poor Record Keeping Tripping up FAPs
Our report that inadequate record keeping has been identified as a common compliance issue attracted plenty of interest among Riskinfo readers this week..
Inadequate record...
Innovation Award Presented to The Adviser Platform
The Adviser Platform team has won AIA's Licensee Award for Business Innovation to Adviser Services.
It was presented to TAP's Key Account Manager Myles Leacy...
Pros and Cons of Mergers & Acquisitions
A list of common mistakes FAPs can make when implementing plans to grow their company via mergers and acquisitions has been published by Strategi...
Quotemonster Roadshow Goes Online
The team at Quotemonster, having just completed country-wide tour to demonstrate its website’s new features and technology, is holding a virtual roadshow on Wednesday...
Advisers – Help Kiwis Get ‘Sorted’ Everyday
GUEST COLUMNIST – KATRINA SHANKS
When insurance advisers meet clients for an annual review, it provides a chance for them to pause, reflect, and adjust...
Limits Raised for Insurance Ombudsman Investigations
The Insurance & Financial Services Ombudsman Scheme (IFSO Scheme) has increased its financial threshold for consumer complaints covering insurance claims and other financial services/products.
Its...
Massey Offers Finance Mentoring Scholarships
A collaboration between the Ministry of Social Development and Massey University will help upskill the workforce dedicated to providing financial mentoring services.
This will be...
The Importance of Client Reviews
Our report on the frequency at which advisers should review their client's needs, goals, and risks is not just the basis of this week's...
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...