Naomi Ballantyne Talks Succession Planning
Catching the attention of Riskinfo readers this week was news that former Partners Life MD Naomi Ballantyne has fronted a video offering guidance on...
Fees Free Training for Budding Financial Advisers
Strategi Institute is offering students the chance to study for the Certificate in Financial Services (Level 5) under the government’s fees free scheme.
With the...
Strategi Retains Top NZQA Rating
Strategi Institute has retained its category one rating from government qualifications regulator NZQA. The firm has held the rating for 12 years.
In its latest...
Shaping the Future of Advice – Conference Dates Confirmed
Financial Advice NZ's next National Adviser Conference will be held over three days in April 2025.
The organisation's CEO Nick Hakes says its annual conference...
Webinar to Highlight How Hackers Target Advisers
NZ Financial Services Group (NZFSG) is hosting a webinar for financial advisers to help them identify and combat cyber threats. The event is during...
Adviser Withdraws Clawback Bill
News that an adviser has been asked to compensate a client following the intervention of a dispute resolution service generated lots of reader interest...
Training for New Advisers from Partners Life
The next 'new adviser' online training course to be held by Partners Life will start on Monday 21 October.
The three-day course is for advisers...
How Can You be Sure Your Advice Will Pass the Test?
Attracting strong reader interest this week was a feature article looking at what advisers can do to protect themselves when a client raises a...
Why Advisers Face Fee Resistance
GUEST COLUMNIST – TONY VIDLER
There is always the possibility of fee resistance in delivering financial advice, and how advisers present their services is a...