Wednesday, November 20, 2019

Tag: Financial Advice New Zealand

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...

Most Advisers to Stay in New Regime – Survey 

The majority of financial advisers intend to join the new licensing regime, according to a survey conducted by Financial Advice New Zealand. A survey of...

News in Brief

Fidelity Life October Roadshows Fidelity Life will be taking its latest roadshow, On Point Live, around the country in October. Attendees will hear an update on...

Licensing – What’s the Right Option For Your Business?

Financial Advice New Zealand Chief Executive, Katrina Shanks, explores the questions advisers need to ask themselves to make sure they choose the right licensing...

Government Announces Conduct Licensing Regime for Insurers and Banks

The Government has announced a new regime to regulate financial conduct, which it says will make banks and insurers treat their customers fairly. Commerce and...

More New Zealanders Need to Talk About Money

New research has found that most New Zealanders would rather talk about drugs, alcohol and politics than money, and many don’t talk about money...

Poll Results – Thriving in a New Era

In our latest poll, we asked for your thoughts about the future of your advice business and whether you anticipate business will be better...

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...

Financial Advice NZ Announces 2019 Award Winners 

Financial Advice New Zealand presented the Award winners at its 2019 Conference Gala Dinner held at Sky City Convention Centre in Auckland on 22...