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Creating an equitable advice experience for couples
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 […]
Learnings from a FMA Monitoring Visit
OnlineMany advisers ask us what an FMA monitoring visit involves and what they need to do to prepare.Concerns come up about the time required to get ready, the ability to […]
Canterbury Branch Meeting
ANZ Centre Christchurch Level 3, 267 High Street, Christchurch, New ZealandJoin your peers at the Canterbury Branch meeting to elevate your online presence. Digital marketing training specialist, Bruna Keller will deliver a focused workshop designed for financial advisers and Financial […]
