FINERGY

02/12/2021

With the holiday season just around the corner, it's hopefully time for advisers to enjoy a well earned break. But it can also be a good time to reflect and create new opportunities for the year head. Here's a good read to add to the list for your summer planning.

Expert shares business strategy tips in time for summer

30/11/2021

As the full licensing process for advisers ramps up, you might be anticipating some stressful times ahead. Looking for support? As this article highlights, reaching out to peers can be a hugely valuable way to get input and advice.

Adviser says it will make the ongoing changes easier

29/11/2021

Sometimes it is from the things that have not gone well, that some of most valuable lessons can be gleaned. In this piece, Insurance & Financial Services Ombudsman, Karen Stevens shares insights and tips from common risk insurance complaints.

Complaints, Office Binder on Wooden Desk. On the table colored pencils, pen, notebook paper. ClaimsGeneralPractice managementServices Learn Lessons from Past Complaints to Improve Conduct and Customer Outcomes November 21, 2019 0 Facebook Twitter Linkedin Email Print There are many lessons learned f...

15/11/2021

New: a new platform to help improve Kiwis’ financial confidence and wellbeing. Check out FSC’s new ‘Money and You’ online hub.

The Financial Services Council (FSC) has today launched its new ‘Money and You’ online hub to help Kiwis build their financial wellbeing.

11/11/2021

Auckland members can register a friend for free, to next week's “Be inspired, be energised” conference by Financial Advice NZ. A great opportunity to set yourself up for 2022. https://financialadvice.nz/conference-2021-home/

03/11/2021

A great virtual event for financial advice professionals - the 2021 Financial Advice NZ Conference - is coming up soon. Like to find out more or to register your spot? Click here: http://ow.ly/weAl50GC0MB

21/10/2021

150% increase in ransomware reports. Are you protected? Tech is without a doubt a huge part of operating a successful business. This handy report explains how ransomware works and what measures you can take to protect your business.

CERT NZ’s Quarter One (Q2) Report provides an overview of reports about cyber security incidents impacting New Zealanders from 1 April – 30 June 2021.

20/10/2021

With the rise of influencers and bloggers, it’s more important than ever before to understand what’s okay and what’s not okay when talking about financial matters online. Read on for these helpful tips: http://ow.ly/2n5d50GpLkB

14/10/2021

As we constantly face change and opportunities, we can learn from others around the world. For example, as UK financial advisers share, making good use of technology can lighten the heavy lifting.

General Five Lessons for Financial Advisers From the UK September 28, 2021 0 Facebook Twitter Linkedin Email Print The financial advice industry in Australia is facing a wave of change and opportunity – and there are lessons that can be taken from countries which are well ahead, the 2021 AFA EVOLV...

13/10/2021

$86.7 billion total KiwiSaver funds. Just one of the figures at a glance in the FSC Spotlight on KiwiSaver 30 June 2021. A handy resource to bookmark for financial advisers. http://ow.ly/vgqU50Gp4kC