Article tagged with 'Strategi'
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Read takes GM role
15 May 2018 - IDS founder Barry Read is taking a job as general manager of an advisory firm, three months after his firm joined forces with Strategi.
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Education providers: Proposals a backwards step
28 Mar 2018 - Education providers are not happy with qualification and competence proposals offered up by the Code Working Group.
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Barry Read's IDS to merge with Strategi
16 Feb 2018 - [UPDATED] Two companies offering compliance to advisers, Strategi and IDS, have agreed to merge their businesses under one brand.
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Strategi and IDS merge
16 Feb 2018 - Two companies offering compliance to advisers have agreed to merge their businesses.
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Newpark paying for members to do Level 5 papers
22 Sep 2017 - Dealer group Newpark is encouraging its members to complete the Level Five insurance papers and it will pay for the training.
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Under-active RFAs may drop out
29 Aug 2017 - A large number of advisers are not working full-time and may take the chance to drop out when new advice laws kick in.
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Qualitative reports 'class advice'
10 Jul 2017 - Research provider FundSource will be able to deliver its reports direct to retail investors, now that they are classified as financial advice.
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Diversified battle continues
15 Jul 2016 - The sale of Diversified Investment Strategies Ltd (DISL) occurred for lower than the market rate and with greater risk for the vendors, according to an industry expert.
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Fewer than 1000 complete level 5
21 Apr 2016 - Tens of thousands of registered financial advisers will have to head to the classroom if the Financial Advisers Act brings in a compulsory level five qualification for all, New Zealand Qualifications Authority data shows.