Latest Poll – Expanding the Team
Our latest poll asks if you intend to bring a new adviser into your business in 2020.
The Adviser Platform this week announced a new...
TAP Announces Program to Help Advisers Expand
The Adviser Platform (TAP) has announced a new program to help advisers expand their businesses and draw new talent into the market in 2020.
The...
Cigna Awards Actuarial Scholarship
Cigna New Zealand has awarded 21 year old Ohope local, Ntombiyothando (Thando) Siziba, the 2019 Cigna Actuarial Scholarship.
The award will grant her $5,000 towards her...
Dealer Groups Must Evolve Alongside Advisers – Newpark
Dealer groups must evolve as the new regime for financial advice comes into force, says Newpark Chief Executive, Melanie Purdey.
She believes most dealer groups...
Top Tips for Level 5 Distance Learning
Professional IQ College has shared their top tips for advisers looking to complete their Level 5 Certificate through distance learning.
Adviser professional development expert and...
Advisers Show Strong Interest in FAP Compliance Officer Courses – Strategi
Strategi Institute has reported a strong demand for its two-day Compliance Officer course, designed for future financial advice providers (FAPs).
Both Auckland courses for July...
Code Working Group Responds to Association’s Concerns
Code Working Group Chair, Angus Dale-Jones, has addressed concerns raised last week by Financial Advice New Zealand on the final Code of Professional Conduct.
The...
Professional IQ College Launches Guidance Workshops
The Professional IQ College has launched one-day workshops to help experienced financial advisers prepare to undertake their Level 5 qualification.
Chief Executive, Rod Severn, says...
Leadership Changes at Strategi Group
Strategi Group has announced a major leadership change, appointing two independent directors and a new CEO.
David Whyte and Joy Marslin will join as independent...