Tag: Bruce Robertson
Regulator Warns Advisers on Record Keeping
Financial Markets Authority CEO, Rob Everett, has emphasised the importance of documenting advice during a panel discussion on conduct and client care at the...
Financial Advice NZ 2019 Conference Wrap
A record 610 delegates attended the Financial Advice New Zealand 2019 Conference held in SkyCity Convention Centre in Auckland last week.
This year’s Conference, themed...