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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 […]
Understanding artificial intelligence in financial services
Artificial intelligence (AI) is rapidly changing the financial sector. AI is already being innovatively introduced across our industry, from automating back-office administrative tasks to engaging customers with chatbots, but it […]
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 […]