Articles tagged with 'Katrina Shanks'
9 December 2020 - MBIE and FMA have been at pains to assure small advisory firms that they will be able to operate under the new licensing regime, but professional indemnity insurer NZI, has quashed those assurances.
20 November 2020 - Good Returns spoke to industry insiders who believe that just because PI insurance isn’t compulsory, it is still crucial for advisers.
6 November 2020 - The FMA has released the long-awaited standard conditions for the licensing of financial advice.
14 October 2020 - The mark is awarded to Financial Advice NZ members who show they have committed to qualifications and continuing professional development obligations at...
12 October 2020 - Financial Advice New Zealand chief executive Katrina Shanks says getting her own financial adviser has transformed her life.
2 September 2020 - Financial Advice NZ is one of 200 recipients of funding via the Ministry of Business, Innovation and Employment’s Domestic Events Fund.
2 September 2020 - Financial advisers are being warned to ensure they have cyber security systems in place, as the sector comes under cyber attack.
11 June 2020 - The Finance and Expenditure select committee has heard a “concerted message” from the financial services sector, its chair Deborah Russell says.
14 May 2020 - This year’s Budget will provide a boost for struggling financial advisers, Financial Advice New Zealand says – and should shore up confidence in the sector with funding for the Financial Markets Authority.
7 May 2020 - Funded financial planning advice should be included in this year’s Budget, Financial Advice New Zealand chief executive Katrina Shanks says.
26 March 2020 - It is expected that the new financial advice regime will not begin until March at the earliest.
24 March 2020 - A decision by Parliament’s Finance and Expenditure Committee to extend the time for submissions on the Financial Markets (Conduct of Institutions) Amendment Bill is a very sensible one, says Financial Advice NZ.
12 March 2020 - A new requirement for financial advisers to have a level five qualification should create an environment in which there are more career pathways, Financial Advice New Zealand chief executive Katrina Shanks says.
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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