Practice Valuations – Poll Result
Our latest poll suggests advisers are reasonably confident the business valuation of their financial advice practice has risen over the past 12 months.
As we go to press, six in 10 advisers agreed their business...
New Report Sets Out FMA’s Key Focus Areas
The Financial Markets Authority has released a key report designed to provide clarity to the financial sector on what to expect from the regulator.
It says the Financial Conduct Report will be an annual publication...
FMA Cancels FAP’s Licence
The Financial Markets Authority has cancelled Filcare Services’ Financial Advice Provider licence, at its request.
A statement from the authority says Filcare held a full financial advice provider licence, providing financial advice to approximately 1,800...
NZFSG Appoints Head of Insurance Distribution
Adviser network, NZFSG, has announced the appointment of Gavin Neal as its new Head of Insurance Distribution.
The company says Neal brings more than two decades of experience in the financial services sector, most recently...
Latest Poll – Adviser Practice Values
Could the value of your advice practice have increased in the past year as a new report indicates values have in Australia?
We ask the question in light of news out of Australia that business...
2025 MDRT Annual Meeting – Miami
Our report on the 30 Kiwi advisers who descended on Miami this week to attend what MDRT positions as the premier annual event for financial advice professionals drew much reader interest...
More than 30 Kiwi...
Asteron Life’s Parent Appoints Future Group CEO and Directors
Asteron Life's parent company Resolution Life Australasia and Acenda have announced the appointment of Chris de Bruin as the future Group CEO of the Acenda Group, which will include Acenda (formerly MLC Life Insurance)...
Financial Advice NZ Event With Minister Scott Simpson
Financial Advice New Zealand is holding a lunch with the Minister of Commerce and Consumer Affairs, Scott Simpson, in July entitled A KiwiSaver Symposium.
Financial Advice NZ says the event offers a “…unique opportunity for...
Latest Practice Price Guide Shows Gains
Business valuations across the financial services sector in Australia have climbed sharply over the past 12 months, according to the latest Radar Results price guide.
The Australian business broking firm’s latest report shows price multiples...
Financial Ombudsman Service Rated Accessible and Fair
An independent review report has found that a financial ombudsman service, Financial Services Complaints Limited, is delivering fair, accessible, and effective dispute resolution for New Zealand consumers.
The organisation says that the five-yearly review, undertaken...