Articles tagged with 'FANZ'
8 April 2025 - The reputation of the advice sector is up for a makeover with a collaboration between the Retirement Commission and Financial Advice New Zealand to help promote the value advisers bring to their clients’ lives.
31 October 2024 - The former chairman of the Member Advisory Committee (MAC) – mortgage and lending at Financial Advice NZ is now a board member.
6 August 2024 - The Financial Advice Code Committee won't be recommending any changes to the minimum education requirement for financial advisers being the level 5 certificate, committee chair Angus Dale-Jones told the Wellington session of Financial Advice New Zealand's (FANZ) Connect tour of the country.
27 June 2024 - Finance Advice New Zealand (FANZ) is asking the government to define all life, health and disability policies as consumer contracts.
12 June 2024 - The financial advice industry has been resilient in the face of regulation and the economic downturn and is focused on “positivity for the future,” says Financial Advice New Zealand (FANZ) chief executive Nick Hakes.
3 June 2024 - One way Financial Advice New Zealand (FANZ) can address any areas in which some in the industry are falling short is to provide examples of best practice among its members, says FANZ chief executive Nick Hakes.
30 April 2024 - Former board member becomes Fin Advice NZ's new head of professional development.
6 March 2024 - Financial Advice New Zealand aims to be “the voice for our profession and we champion financial advice to enrich New Zealanders' lives,” chair Heather Roy told the organisation's Thrive conference in Wellington.
5 December 2023 - The main message from Financial Advice New Zealand (FANZ) to the new government is essentially “give us time to breathe.”
2 November 2023 - The former head of a dealer group has been appointed as the interim chief executive of Financial Advice NZ.
26 October 2023 - Financial Advice NZ is seeking nominations for its annual awards.
29 September 2023 - Katrina Shanks has resigned as Financial Advice NZ CEO. She talks to Good Returns about her time in the role and achievements.
2 June 2023 - Financial Advice NZ has a new independent director with a varied background with little of it in financial services.
7 March 2023 - The chief executive of the real FANZ, SBS-owned Funds Administration New Zealand, is moving into retirement after a long and successful career in financial services.
9 February 2023 - Advisers have been told they should make public information more easily accessible for their clients.
30 September 2022 - Advisers have been receiving advice on the best way to work in an age where trust is no longer the main driver of a deal.
6 September 2022 - A new director was elected at the AGM of Financial Advice NZ on Monday.
6 September 2022 - A new director was elected at the AGM of Financial Advice NZ on Monday.
8 June 2022 - A new professional insurance programme has been unveiled by Financial Advice New Zealand, along with the insurance brokerage Curated Risk.
1 March 2022 - New Zealanders who get help from a mortgage adviser are better off than those who don't.
5 November 2021 - Whether it was planned or an unintended consequence, regulation is forcing change in the financial advice sector. And vertical integration.
5 November 2021 - Regulatory changes are starting to drive consolidation in the financial advice sector.
28 October 2021 - The idea of replacing insurance policies part way through their lifespan is making a lot of people very nervous, according to one of the life insurance industry's leading lights.
6 August 2021 - The New Zealander of the Year, a cabinet minister, banking experts, economists, academics and motivational speakers will all be taking the stage at the upcoming Financial Advice New Zealand awards and conference.
28 July 2021 - Financial Advice New Zealand liability programme members will have their insurance liability extended for another month due to problems with IT systems and online premium quotations.
1 July 2021 - Almost 10,000 financial service providers are now registered to provide financial advice in New Zealand according to the Companies Office, up by 748 from March 15 this year.
23 June 2021 - Another milestone in the journey to full licensing has been reached after the deadline for advisers to link themselves to a financial advice provider passed last week.
11 June 2021 - Financial Advice NZ has launched its new liability programme giving its almost 1700 members access to a range of insurance products including much sought after PI and runoff cover.
9 June 2021 - Don't leave it up to your FAP, if you haven't been linked make sure they know because there are only five working days left before deregistration begins.
8 November 2019 - The Financial Markets Authority is the latest government arm to experience a breach of its website; but it has acknowledged the error and apologised.
17 October 2019 - Financial Advice NZ says most advisers plan to remain in the sector under the new licensing regime – and most will take their own licence.
7 September 2019 - Financial Advice NZ is lending support to messages encouraging Kiwis to have conversations around financial matters this Money Week.
23 August 2019 - One of the things which impacts on the standing of financial advisers is the dodgy people who pretend to be be advisers but work outside of the regulated market.
23 August 2019 - Financial Advice New Zealand hands out awards to long-standing members.
7 December 2018 - SBS-owned Funds Administration NZ (FANZ) is splitting its vertically integrated business into two strands; wealth management and advice and product.
15 October 2018 - The requirement for a level 5 certificate under the new code of conduct for financial advisers presents an “exciting opportunity” for mortgage advisers to up-skill, says Financial Advice NZ CEO Katrina Shanks.
16 August 2018 - Consilium has taken full ownership of the Synergy investment programme after buying out its joint venture partner.
3 April 2018 - Consilium and Funds Administration New Zealand Limited (FANZ), joint venture partners in the Synergy Investment Programme, are adding four new portfolios...
10 January 2018 - Nigel Tate recently commented on the foundation of the new member advisory committees for FANZ that he would like to position financial planning as a distinct...
19 September 2017 - A legal stoush is brewing over the use of four little letters, and advisers say those developing the new professional body for the industry may not have thought hard enough about its name.
18 September 2017 - Synergy's business development manager has moved overseas.
19 August 2016 - Members the New Zealand Financial Advisers’ Association (NZFAA) have voted in favour of participating in the establishment of Financial Advice New Zealand...
1 July 2016 - A little competition to clearly see what Financial Advice New Zealand is all about and what you are not allowed to call the proposed new body.
17 June 2016 - The establishment of Financial Advice New Zealand, won't be a topic discussed at this year's National Advisers Conference in Auckland.
"We do not have...
29 September 2015 - Synergy, the new class DIMS offer from FANZ and Consillium has appointed a business development manager to work with advisers.
5 June 2015 - SBS’s funds management business is the third organisation to be granted a DIMS licence and it plans to offer its service to independent financial advisers.
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