Articles tagged with 'Katrina Shanks'

Transitional licence not a free ride

26 July 2019 - Transitional licensing will give adviser businesses time to work out how they want to approach the new regime, but no one should expect it to be an easy ride, Financial Advice NZ says.

Pace of change stretching industry limits

17 June 2019 - Financial Advice New Zealand is calling for “breathing room” for the sector before any more changes are introduced.

Claim associations silent as advisers become casualties

21 February 2019 - Associations are being told to be more openly vocal in their support for financial advisers.

Code: From complex to simple

12 October 2018 - The working group developing a new code of conduct for financial advisers has taken heed of submissions made to it  - but its new simplified draft still leaves some holes to be filled.

Minister talks tax

10 October 2018 - [GRTV SPECIAL] Good Returns TV has been on location at the National Advisers Conference in Rotorua. In this first item Finance Minister Grant Robertson talks about the Tax Working Group and savings issues.

Committee proposes FSLAB changes

31 July 2018 - The Economic Development, Science and Innovation Committee has provided its report on the bill, which recommends it be passed, with amendments. Financial Advice New Zealand chief executive Katrina Shanks said she was disappointed to see the committee had not taken a stand to draw a line between sales and advice.

[GRTV] Meet Financial Advice NZ CEO Katrina Shanks

2 July 2018 - Financial Advice NZ came to life this week. In this video new chief executive Katrina Shanks talks about the association's purpose, what members need to do for the Quality Service Mark and more.

Financial Advice NZ appointment rallies support

14 May 2018 - Advisers are welcoming the appointment of Katrina Shanks to the Financial Advice NZ chief executive role, and say she has a chance to galvanize the industry.

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