Articles tagged with 'Nigel Tate'

$5000 scholarship looks to attract new CFPs

7 October 2021 - In an effort to slow declining numbers and raise the profile of CFPs among Kiwi financial advisers Nigel Tate and Financial Advice NZ have launched a new scholarship to promote the qualification.

Tate steps down

9 November 2018 - Former IFA president Nigel Tate has resigned from his positions with Financial Advice NZ.

Proposed code will devalue advice: Tate

27 July 2018 - New rules for financial advisers could make financial planners an endangered breed.

Advisers welcome more detailed projections

13 June 2018 - New Zealand's financial advice sector is cautiously optimistic about plans for KiwiSaver annual statements to show members what their projected balances could produce in income.

Code proposals show product provider influence: Tate

21 March 2018 - Product providers are reaping the benefits of a code working group full of product providers, a prominent adviser says.

Advisers told: Don't ignore crypto

25 January 2018 - Financial advisers should expand their repertoire to be able to offer advice on cryptocurrencies, one expert says.

Financial planning and insurance advice

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...

Committee members to lobby for advice strands

9 January 2018 - Members of Financial Advice New Zealand sub-committees say they plan to advocate for their advice strands as the new association is formed, and regulation overhauled.

Quality mark questions

9 November 2017 - A quality mark system is coming - but what will it mean, and how will it fit with the CFP designation?

Financial Advice NZ: Much ado about nothing?

29 September 2017 - It could be next year before the groundwork is fully laid for the new financial advisers’ association, pundits suggest.

PI cover: More cost - any benefit?

18 March 2016 - Regulators are being warned that professional indemnity insurance may not be much use to a lot of investment advisers.

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