Manage the Burden of CPD Compliance
Receiving the most interest from Riskinfo readers this week was our report on how technology could make the management of CPD easier...
Compliance for advisers...
Top Five Predictions for 2023
Like everyone else, advisers want a glimpse of the future, and this week was no different when we published a list of predictions for...
Risks of Book-Buying Highlighted by Ombudsman
Adviser firms and FAPs may risk having to account for the decisions of former advisers when they buy a client book, warns financial ombudsman...
Recipe for Success – Hard Work and Humility
Australian life insurance industry doyen, Russell Collins, has recently celebrated 50 years at the Elite member level within the Million Dollar Round Table organisation.
This...
New Adviser Training Course from Partners Life
Expressions of interest are now open for Partners Life's training course for new advisers.
The three-day course is for advisers with less than 24 months' experience,...
Financial Advice NZ Launches 2023 The Road Ahead
A four-part webinar for advisers called 2023 The Road Ahead is to start on 1 February with part one covering professional development planning and...
Advisers Set Sights on Outward Bound Course
Five financial advisers are getting a helping hand from Fidelity Life to develop their leadership skills by taking part in an Outward Bound course.
More...
Adviser Scholarships Launched
Fidelity Life has five new scholarships worth up to $5,000 each that it hopes will broaden the mix of financial advisers.
In a statement, the...
Financial Advice NZ Announces Roadshow Dates
The Financial Advice NZ team is to tour the regions in 2023 during March, with a second tour planned for August.
"We will be on...