Tag: Kepa
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...
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...
Kepa Announces Appointment to Drive Adviser Standards
Kepa Financial Services has appointed Leigh Hodgetts in the new role of Adviser Standards and Compliance Consultant, effective from 16 September 2019.
In her new...
Prepare Your Business for Licensing Now – Kepa
Advisers should be taking the time now to set up their business processes for success, ahead of looming licensing requirements, urges Kepa CEO, Brendon...
Kepa Announces Appointment to Boost Training and Development
Kepa has appointed Paula Damen to the newly created role of Adviser Development and Training Manager.
Damen will lead Kepa’s adviser training and development programmes,...
“Succession Issue to Solve” – Kepa
According to the head of one of the country's largest advice groups, the combination of ageing advisers and impending regulatory change may be a...
Kepa Announces Third Strategic Alliance With Advice Firm
Kepa has announced a strategic alliance with the Papamoa-based risk insurance advice firm, Lloyds Insurance.
The partnership is the third in the dealer group’s ongoing...
Kepa Announces New CEO
Kepa has appointed Brendon Neal as its new Chief Executive Officer.
Neal replaces Kepa founder, Jeff Page, who announced his retirement earlier this year.
A leader...
Kepa Opens New Adviser Hub in Christchurch
Adviser group Kepa has announced the launch of a new adviser hub in central Christchurch, which opened on 9 April.
Kepa National Sales Manager, Mike...