Join your financial peers in Wellington on 6 August at the Financial Advice New Zealand Connect Tour.   As we look to the future, our industry is in transition. What made […]

As we look to the future, our industry is in transition. What made advice businesses successful today will not be the same as what makes them successful tomorrow.Consumer expectations are […]

Join your peers in Auckland on 8 August at the Connect Tour and shape the future of financial advice in Aotearoa New Zealand. As we look to the future, our industry […]

On 18 July, new rules for approved dispute resolution schemes came into law under the Financial Services Providers Regulations 2024 (Rules for Approved Dispute Resolution Schemes).  Some of the notable changes […]

Financial Advice New Zealand has partnered with Portfolio Construction Forum to co-host the 23rd annual Portfolio Construction Forum Strategies Summit 2024 being held over the 21st and 22nd of August […]

Off the back of the Financial Advice NZ Connect Tour where 92% of delegates rated the Code Committee session as excellent for relevance and value, we invite you to join […]

Financial advice is moving from product to people and from money to meaning. The adviser of the future is an evolving proposition, shifting from facilitator and distributor to coach, mentor and life adviser. […]

Emotion and chemistry are at play in every encounter with your clients and will impact their decision-making throughout the advice process. Your interpersonal skills in reading their mood and adapting your […]

60% of couples have significant differences in their risk preferences – do you know which couples in your client base they are?In this session, we'll explore the Not So Odd […]