Thursday, November 14, 2019

Poll

Poll Results – Fee-For-Service Option Unpopular  

Our latest poll aimed to find out if you would be likely to charge a fee for your services in the future. At the time of writing, our poll results showed the majority of advisers...

Association Teams up With FMA For More Licensing Roadshows

Financial Advice New Zealand has announced a number of seminars on transitional licensing will take place in November. The roadshow is part of a programme being run by the Financial Markets Authority and Financial Advice...

Finzo Creates Compliance Officer Role

Integrated financial solutions provider Finzo has appointed Tracey Wolfe into a new Compliance Officer role. Finzo stated the appointment comes as rapid changes in New Zealand’s financial regulatory regime highlight the need for global best practice...

Consumers Still Wary of Financial Advice – Report

Consumer trust in the financial advice industry remains low but Australians are hopeful that regulatory changes will turn things around, according to a new report. In its 2019 Direct Client Report, Investment Trends surveyed non-advised...

Fidelity Life New Chief Customer Officer

Fidelity Life has appointed Pete Doherty as its new Chief Customer Officer, commencing 25 November. Chief Executive, Nadine Tereora, says the CCO role is a crucial one as Fidelity Life ramps up its customer-focused transformation. “I’m...

Adviser Focus

New Regime Spells Opportunity for Advisers

The insurance sector is facing tremendous change, and with that change comes opportunity, says Suncorp New Zealand's Executive General Manager Distribution, Cris Knell... There’s opportunity for Commerce and Consumer Affairs Minister, Kris Faafoi, to shape a...

Fraudster Jailed Following FMA Investigation 

Businessman Steven Robertson has been sentenced to six years, eight months’ imprisonment at the Auckland High Court, as a result of an investigation by the Financial Markets Authority. Robertson was convicted of 38 charges in...

Poll

Latest Poll – Is Fee-For-Service For You? 

In our latest poll, we ask you whether you are likely to charge a fee for your services in the future. National adviser firm, Kepa, recently held its 2019 Conference and one of its keynote...

Kepa Conference, Lead Adviser Workshops

  Kepa held its 2019 Conference ‘Licence to Fly’ on 24 October where CEO, Brendon Neal, opened by reiterating the company’s value proposition and achievements in the past year. He reminded advisers that they would have...

New Tech Innovation Released for Finzo Advisers  

Finzo and Iress have announced a new technological initiative to allow advisers to spend more time on client relationships, while improving services and increasing business efficiency. Finzo is an integrated financial solutions provider for advisers,...