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...
Quotemonster Tour Dates
The team at Quotemonster will be touring the country during July and August to demonstrate its website's new features and technology.
Kelly Pulham, Aneel Ravji,...
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...
Partners Life Shakes up Adviser Support Network
News of how Partners Life is restructuring its adviser support teams - intended to better meet the needs of individual advisers - was easily...
How to Handle a Security Breach
The FSC is running a free webinar to share ideas on what you can do if and when your computer system suffers a security...
Importance of Keeping Notes Highlighted by FSCL
This week's most-read feature is the report of an adviser who relied on her notes to prove she gave a client advice that they...
Financial Advice NZ Prepares Second Regional Tour
The team at Financial Advice NZ will be back on the road in August, touring the regions to deliver expert knowledge and networking to...
Complaints Handling Guide from the FMA
The FMA has published a guide for FAPs on how to respond to complaints from clients.
The regulator says complaints should be handled in a...
Bring in the Experts – Special Edition
A webinar featuring a panel from the FMA discussing the new regulatory returns is being held by Financial Advice NZ on Wednesday 26 April.
Katrina...