Tag: Kepa
Kepa And Financial Design Group Announce New Partnership
Kepa has announced a strategic alliance with Albany-based Financial Design Group (FDG), which will see the dealer provide capital to the advice company and...
Industry Responds to FMA Report on Replacement Business Issues
Various industry stakeholders have responded to the Financial Markets Authority’s investigation into conflicted conduct among life insurance advisers (see: FMA Cracks Down...).
The Financial Services...
Kepa Announces ‘Fit4License’ Programme For Advisers
Kepa has revealed it is working on a framework to enable the dealer to be a licensed entity under the new legislation.
The programme it...
Kepa CEO to Step Aside
Kepa co-founder and chief executive Jeff Page, has announced he will step aside from his CEO role saying, “...it is an opportune time for Kepa...