Articles tagged with 'The Adviser Platform'
TAP hoping to pick up new business with big discount
13 November 2023 - In an effort to attract independent mortgage advisers to its aggregation platform and other services, The Adviser Platform (TAP) is offering a 50% discount for six months.
More advisers needed
3 November 2021 - The financial services industry is in the midst of a skills shortage with businesses crying out for new faces to fill their ranks.
TAP offers OATs to independent advisers
12 October 2021 - After more than six months of intense testing and development, The Adviser Platform has launched a new advice tool saying it's a game-changer for independent advisers.
AIA grant helps Tools Down with tradies' mental health
19 July 2021 - A new mental health awareness platform Tools Down has been launched to raise awareness of mental health and suicide rates among Kiwi tradies with help from an AIA grant.
Many advisers not ready for D-Day
24 February 2021 - Good Returns speaks to adviser consultancy groups who say that many advisers are still dragging their heels coming up to March 15.
Are you ready for the March 2021 deadline?
8 July 2020 - Run your own FAP with confidence
Tapping into help with claims
22 May 2020 - The Adviser Platform has launched a specialist Claims Committee to help advisers manage tricky claims.
Leading Adviser explains why a group's actions need to speak louder than words
19 May 2020 - “For me, support means more than telling – it involves doing.”
The Adviser Platform offers general insurance add-on
1 October 2019 - The Adviser Platform is offering a new fire and general insurance option for advisers.
Don’t let FAP stand for Fear, Apathy or Panic
25 July 2019 - As November 4th rapidly approaches, and with so much noise and scaremongering in the market, we want to keep this simple.
Embrace change & strengthen your business with The Adviser Platform
18 March 2019 - New Zealand’s financial adviser industry is changing. The Adviser Platform (TAP) is here to help advisers who are driven to succeed, by providing them with the tools and support they need to remain fully compliant so that they can focus on creating long-term success.
The Adviser Platform adds regulatory experience
14 March 2019 - The Adviser Platform has appointed a new head of compliance and advice ahead of upcoming regulatory changes.
The Adviser Platform gets website update
9 March 2019 - The Adviser Platform (TAP) has launched a new website showcasing its admin and support platform, designed for advisers looking for a change this year.