Tag: David Greenslade
Strategi Expands Team Ahead of New Regime
Strategi Group has made significant changes over the past six months, to enable it to take an increased and changing workload in its stride,...
Advisers Show Strong Interest in FAP Compliance Officer Courses – Strategi
Strategi Institute has reported a strong demand for its two-day Compliance Officer course, designed for future financial advice providers (FAPs).
Both Auckland courses for July...
Concerns Raised on Draft Code
Strategi Institute has raised two concerns with the recently released draft Code of Conduct by the Code Working Group.
Strategi Institute Managing Director, David Greenslade, says their biggest...
QuoteMonster Teams With Strategi to Provide Statement of Advice Service
Quote platform QuoteMonster, is set to launch its new initiative, AdviceMonster, this week and in partnership with Strategi, will provide risk advisers with a...
Regime Changes – Taking Action Now or Later?
The Code Working Group consultation paper has generated a great deal of discussion, as intended, on what advising under the new regime may look...
Strategi Merges With IDS
Independent Development Solutions (IDS), an industry compliance services specialist and adviser training, compliance and consultancy firm Strategi Group are set to merge.
The merger comes...