Articles tagged with 'Professional Advisers Associations'
Advisers fear return to classroom
28 March 2019 - Enrolments for the Level Five financial services qualification are up “overwhelmingly” on last year, one education provider says – but some experienced advisers could face hurdles as they return to study.
FSLAB: Still changes to be made, associations argue
26 February 2018 - Financial adviser associations say there’s a risk the Financial Services Legislation Amendment Bill is a step back for professionalisation of the industry.
PAA gets 'no' vote
5 December 2017 - PAA’s Holiday Home Legacy Trust could eventually be used to help fund the work of Financial Advice New Zealand - but first the association's members, including its own board, will need to change their minds about its trust deed.
Target on advisers outside associations
7 November 2017 - Advisers who are not members of a professional association risk becoming disengaged or missing out on important information about the upcoming advice regulation overhaul, the Financial Services Council says.
Money Week approaches
17 July 2017 - The Professional Advisers Association is in discussions with the Commission for Financial Capability about how its members can get involved with Money...
Cortesi courts current members
3 January 2017 - Initial feedback on the formation of Financial Advice New Zealand suggests that advisers want an industry body that provides a strong voice to product providers and regulators - and demonstrates to the public that advisers offer good value to clients.
Advisers need advertising campaign
5 October 2016 - Financial advisers may need a large-scale consumer education campaign to help the general public understand what they offer.
Associations swerve Money Week
31 August 2016 - Adviser groups are giving Money Week a miss this year.
Formal Financial Advice NZ conversations start next month
26 August 2016 - More of the countries’ adviser associations will be approached more formally early next month about the possibility of becoming involved with Financial Advice New Zealand.
Financial Advice NZ could play regulatory role
3 August 2016 - Advisers could partially be regulated by Financial Advice NZ, rather than the FMA, if the new organisation can get sufficient support from the industry.
IFA mum on FANZ vote
26 July 2016 - The Institute of Financial Advisers has voted on the formation of Financial Advice New Zealand – but will not reveal what it has decided.
New adviser association - yes, no, maybe?
17 June 2016 - Mortgage advisers have been asked what they thought about the idea of a new association to represent all the various disciplines. Here's what people are...
Details of Financial Advice NZ yet to be worked out
10 June 2016 - It is too soon to say what the structure of a new professional association to represent financial advisers might look like, says IFA president Michael Dowling.
PAA and IFA reveal plans to launch new, unified organisation
9 June 2016 - The Institute of Financial Advisers and the Professional Advisers Association have told members they plan to create a new organisation: Financial Advice New Zealand
$1.9 mill start for PAA Legacy Trust
1 June 2016 - The Professional Advisers Association is looking to realise $2.9 million from the sale of its holiday homes, and expects to use the bulk of this money for its proposed Legacy Trust.
