Hosted by Charlene Overell MAC Committee, with guest speakers Apollo Lupescu PhD, Vice President, Dimensional Fund Advisors Santa Monica office and Tom Deacon, Senior Investment Analyst, Mint Asset Management NZ. Explore concepts and principles for effective communication with clients, the timing of investments, the impact of the US election on client thinking and the surrounding discourse, as well as navigating AI for both investment and technological innovation.If you register early, you will be sent an email with a link directly…

Join Bronwyn Kirwan, Fidelity Life Chief Commercial Officer, and Mark Vincett, Insight Director from market researchers Sapien, to learn about Advice for good, Fidelity Life’s recently released research into New Zealanders’ attitudes towards financial advice. Advice for good provides important insights not just for advisers, but also for the wider industry and policymakers. It aims to drive conversations about raising awareness of the value of financial advice and, ultimately, increase New Zealanders’ financial and emotional wellbeing.Bronwyn Kirwan joined Fidelity Life…

Whether advising clients on property or investment, this webinar with Kate Chivers, Principal, TurnerHopkins will provide you with the latest information on the brightline test. Kate is a property law specialist and provides information about the reduction of the brightline test to two-years in July, and how it may affect buyers and sellers. Kate initially worked in law enforcement, starting at the Metropolitan Police in London where she worked as a front-line officer and detective within the Lewisham Borough. Following that,…