Article tagged with 'Strategi'
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Strategi Group appoints head of AML/CFT
03 Jul 2024 - Derek Chen has joined Strategi Group full-time as the head of AML/CFT.
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Strategi CEO moving on, COO in charge of day-to-day
19 Jun 2023 - After four years as CEO, Daniel Relf is resigning from training and audit company Strategi Group. Relf joined Strategi to lead the business as it geared up to train financial advisers for the new standards required by the Financial Markets Conduct Act regime.
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Financial advice career pulling a younger crowd
29 May 2023 - The latest crop of would-be financial advisers is slightly younger than two years ago.
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Lagging advisers who rush assignments sacrifice quality
30 Mar 2023 - Professional training provider Strategi Institute estimates at least four hundred of its enrolled financial advisers had to stop practising when the transition period for the new financial advice regime ended on March 16.
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New advice rules more flexible than advisers think
25 Jun 2021 - A new guidance note from Strategi Compliance aims to show financial advice professionals that compliance under the new financial advice regime is more flexible than many believe.
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Single-adviser FAPs need to ‘reinvent the way they give advice’
13 May 2021 - The managing director of Strategi Compliance is calling on advisers to use technology to reinvent themselves, in order for the single adviser to remain relevant.
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Strategi offers ‘Covid assistance pack’ to advisers
02 Mar 2021 - A support package has been made available – by industry compliance centre Strategi Group – to advisers whose preparation for regulation change has been impacted by Covid.
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Adviser consultancy firms say full licensing provisions bring mandate for change
10 Nov 2020 - The full licence provisions bring certainty and a mandate for change, say adviser consultancy firms, Compliance Refinery and Strategi Group.
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Advisers warned to watch for vulnerability
29 Jul 2020 - Advisers are being warned the number of “vulnerable” clients they encounter is likely to increase, and they need to fully understand their obligation to them.
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Advisers caught by rebate time limit
09 May 2020 - Advisers who use the lockdown period to get ahead on study are being warned being too quick to complete level five could end up costing them.