Compliance Refinery to Launch Locum Agreement Package
Compliance Refinery is launching an adviser locum kit to help smooth the process of engaging a qualified professional to take over the reins of...
Legal Professional Joins Compliance Refinery
Compliance Refinery has added to its team with the appointment of Louise Chalaron-Rogers. She will contribute to the firm's compliance, governance and regulatory offerings.
Chalaron-Rogers studied...
Strategi Institute Adds to its Range of Training Options
Strategi Institute has taken over the financial services training previously provided by The Skills organisation in an agreement that came into affect on 1...
FAP Helpdesk Launched
A free helpdesk for those yet to apply for a full FAP licence has been launched by Financial Advice NZ.
Leigh Hodgetts will be manning...
New Life Insurance Industry Peak Body for Australia
Australia’s life insurers have formed a dedicated life insurance industry peak body – the Council of Australian Life Insurers (CALI).
Due to be launched later...
Finzo Appoints New Compliance Officer
Financial advice provider Finzo has appointed Stacey Jacobsen (pictured) as its in-house Compliance Officer.
Jacobsen has experience in administrative and planning roles, with more than...
AIA Launches New Medical Advice Platform for Financial Advisers
Financial advisers who signed-up for AIA NZ's Best Doctors service are being asked to register using the insurer's new system – AIA MyCare –...
Mental Health Claims Spiked During Covid-19 Lockdowns
Resonating strongly with advisers this week was our story reporting on the spike in mental health claims during the Covid-19 pandemic…
Health and life insurer...
Client Contact Service For Busy Advisers
An annual review phone service is being launched by The Adviser Platform (TAP) to help reduce the load on busy advisers with large books.
TAP's...