Monday, August 2, 2021
RiskInfo podcast

Your Podcast News Wrap

Budgeting Services Organisations Exempt from Regulations

News from Australia that a personal budgeting services firm needed an AFS license prompted RiskinfoNZ to ask the FMA if similar organisations in New Zealand will also need a licence. Staff working in budgeting services...

Learn All There is to Know About PI Cover

The Compliance Refinery is holding a free webinar on professional indemnity insurance with PI adviser Clinton Stanger of business insurance specialist Curated Risk. Melanie Purdey of Compliance Refinery says the online event – The Life...

AIA Grants $50,000 to Suicide Prevention Firm

A grant of $50,000 from AIA NZ is helping to fund Tools Down – a website aimed at reducing self-harm among tradies. Managed by Ryan Edwards of The Adviser Platform and Mike Taylor, MD of...

Webinar to Enhance Your Stress Resilience

The second of two webinars on how financial advisers can develop stress resilience will be held Wednesday, 28 July by the Wellbeing Wokshop with the support of Financial Advice NZ. The webinar, which starts at...

Nominations Open for ‘Outstanding Adviser’ of the Year

Nominations are now open for Financial Advice NZ's Outstanding Adviser of the year award. The award recognises a member of the organisation who has helped New Zealanders achieve financial wellbeing through outstanding financial advice service...

New Hire at Compliance Refinery

Melanie Purdey, who resigned her position as Head of Aligned Advice at AIA NZ in June, has joined Compliance Refinery. The firm's MD Steven Burgess says Purdey joined his company on 5 July, and will...

Cigna Reminds Advisers of Complimentary Client Benefits

Cigna is reminding financial advisers this week of the free client benefits the firm offers holders of certain policies. To be eligible, clients need to hold a Cigna insurance policy that has been in force...

Budgeting Services Firm Applies for AFS Licence

Following an ASIC investigation into Australian personal budgeting services firm MyBudget, the company has applied for an AFS licence. ASIC says in a statement that MyBudget has never held an AFS licence and was not...