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August 2024
Disputes resolution rule changes and potential impacts
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 were the increase in the threshold of the monetary value of the claim loss that a Disputes Resolution Scheme Provider (DRS) can resolve, the introduction of new wording for non- financial loss claims and the requirement for all DRS’s to align their compensation amounts. Although these changes seem to have…
Find out more »Strategies Summit 2024
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 2024. We invite investment practitioners* and CERTIFIED FINANCIAL PLANNERS cm to attend our co-hosted onsite livestream events on Wednesday 21st August in Auckland, Wellington or Christchurch. Established in 2002, Strategies Summit is 'the' portfolio construction strategies program of the year. It will challenge and refresh your portfolio construction thinking by…
Find out more »Central Branch Regional Meeting
Join Steve Davey, a finance expert with decades of experience, as he shares proven methods to enhance financial literacy for business owners. This session offers advisers valuable insights into how business financials influence borrowing power and valuations. By attending, you'll learn practical strategies to better serve you as a business owner or your small business clients, enabling you to provide more targeted, complex advice. Elevate your advisory skills and deliver greater value by helping clients make informed financial decisions that…
Find out more »The adviser voice on the proposed amendments to the Code of Professional Conduct
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 Nick Hakes and Cecilia Farrow to gain firsthand insights into the Code Committee consultation process and the strength of our collective voice in response to the proposed amendments to the Code of Professional Conduct.We believe the guiding principles of the Code Committee’s objectives align strongly to our role as a…
Find out more »September 2024
Financial advice is moving from product to people and from money to meaning
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. How can you embrace the changing environment while building a client centric, profitable business?One element above all drives the relative success of advice businesses. No, it’s not your technical expertise or your product list or your logo. Ultimately, it’s all about the client experience. Why having a Client Value Proposition (CVP)…
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