Articles tagged with 'Advisers'
Lessons Charlie Munger taught businesses
1 December 2023 - Charlie Munger's death just a month shy of his 100th birthday is being mourned the world over and not just by Warren Buffett's Berkshire Hathaway where he was chief financial officer or in his home town of Omaha, Nebraska.
Financial advisers unimpressed by Boomer Dad video
19 November 2023 - Financial advisers have been left unimpressed by a $16,000 fraud awareness campaign run by the Financial Markets Authority.
LIfetime buys advice firm
11 November 2023 - Christchurch-based Lifetime group has acquired an advisory firm specialising in employee benefits.
It is important for advisers within a firm to share information about client’s needs
3 October 2023 - Advisers have been reminded they need to be careful about forecasting market performance, especially during times of market volatility after the Financial...
Fake adviser pleads guilty
18 September 2023 - 'Financial adviser ' Yuen Pok (Paul) Loo admitted his guilt to several criminal charges at the Manukau District Court on Friday 15 September.
Visit to US advisers yields growth tips aplenty
8 September 2023 - A US trip to foster financial adviser growth has given Christchurch financial planner Hamish Kember plenty to think about.
The fee-for-service model
24 August 2023 - Former accountant Hannah McQueen, who founded financial coaching firm Enable.me, says financial advisers must be able to articulate their selling point.
Don Stewart retires after a half century of financial advice
31 May 2023 - When financial adviser Don Stewart was 24 years old he dreamt of buying a farm, so he began selling life insurance to raise the money.
Advising clients in a changed mortgage world
11 May 2023 - In Hamish Patel’s world, mortgage advisers are becoming akin to counsellors.
How much money paid to banks in interest revealed; ANZ cuts
2 May 2023 - We reveal how much is being paid in interest to banks in the March quarter - it's a big number. [FIND OUT HOW MUCH HERE] In rates news ANZ has lowered...
Adviser returns from 15-year absence to much tougher finance market
27 April 2023 - Finance for commercial property is just as hard to obtain as it is for residential houses despite more than 100 lenders in the market.
Advisers help in the storm aftermath
7 March 2023 - The storms that hit Hawkes Bay might have subsided, but the silt is still there and so is the backlog of work for advisers in the region.
Many advisers tied into strict contracts
22 February 2023 - DUX Financial Services founder Alan Borthwick says financial advice firms should have transparent contracts with their advisers.
Putting a locum into your firm may be harder than you think
23 November 2022 - Under new licensing rules financial advisers are required to have a locum plan, but Jon-Paul Hale argues putting one in place for single adviser businesses is nearly impossible.
