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Earlier this month Google and Facebook announced that they will expand the scope of their financial services by developing a Google checking account and a digital wallet that will be integrated across all Instagram services. Although these services are set... Continue reading
Posted 4 days ago at moneyblog
The FMA, MBIE, Financial Advice New Zealand and the Financial Services Council are holding a Get in Shape Advice Summit in February 2020. Attending enables you to: Hear from key decision makers from the FMA, MBIE and Code Working Group... Continue reading
Posted 4 days ago at moneyblog
In comparison to previous years, people in wealthy countries are living for longer. Additionally, people aged over 65 are generally healthier and score higher on cognitive tests. This presents both an opportunity and a challenge for life insurance companies. Click... Continue reading
Posted 6 days ago at moneyblog
Associate professor Hassan Vally, from Melbourne's La Trobe University has created a checklist to determine the validity of a study. Things to assess are: Has the research been peer reviewed? Was the study conducted in humans? Are findings likely to... Continue reading
Posted 7 days ago at moneyblog
MBIE recently added a set of documents under the heading “A new regulatory regime” these documents work clarify doubts advisers may have regarding the new FSLAA regime. There you can find out about all Government decisions and Cabinet papers. The... Continue reading
Posted Nov 20, 2019 at moneyblog
Konnect NET encourage the use of Track and Trace and Doctor Look-Up, free adviser tools on Konnect NET’s website work to support the experience that advisers provide to clients. Track and Trace is designed to allow advisers to keep track... Continue reading
Posted Oct 28, 2019 at moneyblog
Fidelity Life have an upcoming Roadshow, On Point Live. The Roadshow will run from 14 to 18 October and will be focused on: Informing attendees on Fidelity Life updates and how the updates are being tracked How Fidelity Life is... Continue reading
Posted Oct 4, 2019 at moneyblog
The Australian Securities and Investments Commission (ASIC) recently published a report which was based on the observations of 300 consumers that we currently in the process of taking out home loans and on a survey of 2,000 consumers. the report... Continue reading
Posted Sep 3, 2019 at moneyblog
Henry Lynch of Faraday and Company will be holding an introduction to advisory boards course. The course is designed as a knowledge sharing session. The course sets out to provide information on: advisor engagement eramework to assist you with identifying... Continue reading
Posted Sep 2, 2019 at moneyblog
With both our Tauranga and Hamilton seminars being held 4 September, this is your opportunity to register to ensure your place. Together with BASE, we will offer a unique accounting method and multiple of renewal perspective on valuing an adviser... Continue reading
Posted Aug 31, 2019 at moneyblog
We love that you pop over to the blog. If, like me, there are a lot of sites you try to keep up with, then getting a summary every now and then can help a lot. If you are interested... Continue reading
Posted Aug 21, 2019 at moneyblog
Financial Advice New Zealand 2nd annual meeting is next week. Details are as follows: Date: Wednesday 21st August 2019 Time: 2.00pm Venue: SkyCity Convention Centre, 88 Federal St, Auckland or online if pre-registered Items of Business Welcome Apologies Call for... Continue reading
Posted Aug 15, 2019 at moneyblog
From a policyholder, words relating their experience of collecting maturity proceeds: The maturity of old-style endowment life insurance policies should provide an opportunity for a life insurance company to acknowledge what is usually a decades long customer relationship and to... Continue reading
Posted Aug 14, 2019 at moneyblog
Further to recent posts, we are holding adviser business valuation seminars in Dunedin, Christchurch and Wellington. Presenting with Kurt Owen, of BASE accounting, we explore the factors that affect adviser business valuation and how different valuation methods are reconciled in... Continue reading
Posted Aug 8, 2019 at moneyblog
Whether you are trying to understand what the changing legislation means for your adviser business or you are thinking of having your client base valued; valuing a business for whatever reason can be a complex and tricky process. Whether it... Continue reading
Posted Jul 31, 2019 at moneyblog
With on going changes to the insurance sector, you may be wondering what the changes mean for your adviser business. OR simply, you could be wondering what the worth of your client base is. Alternatively, you may be faced with... Continue reading
Posted Jul 28, 2019 at moneyblog
The efforts of Tim Fairhall, a man with Down syndrome, has ensured that those living a life-shortening congenital condition can access their KiwiSaver funds before the set age of 65. This change comes after Tim, and his mother requested that... Continue reading
Posted Jul 26, 2019 at moneyblog
Financial Advice New Zealand’s 2nd Annual General Meeting has been confirmed. Date: Wednesday 21st August 2019 Time: 2.00pm Venue: SkyCity Convention Centre, 88 Federal St, Auckland Items of Business Presentation of the Annual Report Presentation of the 2018-19 Financial Statements... Continue reading
Posted Jul 21, 2019 at moneyblog
The Co-operative Bank has announced that it is set to pay out annual rebates to customers. This year $2.1 million of the Bank’s works to exemplifies the bank’s effort to see through their commitment of doing right by New Zealanders.... Continue reading
Posted Jul 15, 2019 at moneyblog
Massey University’s plans to offer financial planning and advice major as part of its Bachelor of Business is set to be reviewed by the Committee on University Academic Programmes. If approved, the major will be made up of eight courses... Continue reading
Posted Jul 9, 2019 at moneyblog
We understand that there are a number of RFA’s who are unsure where to start at all, so we are running a webinar aimed at assisting them to stay in practice while they work through their options and plan their... Continue reading
Posted Jun 27, 2019 at moneyblog
There’s a lot of talk around the licensing pathway, and it is getting more complicated than ever for advisers who would prefer to maintain in control of their advice practice. Advisers will need to prepare their practice in advance of... Continue reading
Posted Jun 25, 2019 at moneyblog
Newpark has appointed Peter Lycett as General Manger, Performance and Growth. Lycett has been working as an AFA for the past eight years and has previous experience as a litigator. Continue reading
Posted Jun 23, 2019 at moneyblog
Trevor Slater, client director at Financial Dispute Resolution Service (FDRS), is set to leave after 20 years of service. Although Slater leaves FDRS, he leaves in high spirits and looks forward to the next chapter in his career. The Chatswood... Continue reading
Posted Jun 21, 2019 at moneyblog
Asteron Life have simplified the way of getting a Special Events Increase on Kids Cover. From 14 May, customers and advisers can call the Asteron Life contact centre number (0800 737 101) to have their increased processed and approved Continue reading
Posted Jun 20, 2019 at moneyblog