Articles tagged with 'Katrina Shanks'

Advisers not dropping out, Financial Advice NZ says

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.

Govt seeks feedback on disclosure rules

11 October 2019 - Clients will have to be clearly told what fees they are likely to pay, and what commissions an adviser will receive, under draft disclosure regulations revealed by the Government this week.

Financial Advice NZ ponders future under new rules

30 September 2019 - Financial Advice New Zealand is considering what the future will look like for the association under an entity-licensing regime.

Govt not throwing baby out with bathwater: Ballantyne

25 September 2019 - Government moves to introduce conduct licensing for insurers are being welcomed as proof it's taking a sensible approach to reform.

Shanks signs up for level five

25 September 2019 - Pity the person who has to mark her regulation papers – Financial Advice NZ chief executive Katrina Shanks is signing up for level five.

Financial Advice NZ backs Money Week

7 September 2019 - Financial Advice NZ is lending support to messages encouraging Kiwis to have conversations around financial matters this Money Week.

Financial Advice NZ adds members, focuses on getting voice heard

23 August 2019 - Financial Advice New Zealand is finding its feet and preparing to advocate harder for members in its second full year of operation.

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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