Articles tagged with 'Katrina Shanks'
13 January 2020 - The next couple of months may bring a rush of transitional licence applications, it has been predicted.
7 January 2020 - Financial Advice New Zealand is looking for advisers to populate its member advisory committees (MACs).
17 December 2019 - Advisers who have completed the process to obtain a transitional licence say it was straightforward. However, the number of licences issued is low.
13 December 2019 - A bill has been introduced into Parliament that will allow for regulation of the incentives paid to advisers and salespeople.
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.
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.
30 September 2019 - Financial Advice New Zealand is considering what the future will look like for the association under an entity-licensing regime.
25 September 2019 - Government moves to introduce conduct licensing for insurers are being welcomed as proof it's taking a sensible approach to reform.
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.
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 - Financial Advice New Zealand is finding its feet and preparing to advocate harder for members in its second full year of operation.
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.
17 June 2019 - Financial Advice New Zealand is calling for “breathing room” for the sector before any more changes are introduced.
21 February 2019 - Associations are being told to be more openly vocal in their support for financial advisers.
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.
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.
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.
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.
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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