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Finzo
Dec 11, 2020
NZI restricts single or dual adviser FAPs from accessing Professional Indemnity (PI) insurance
The regulatory and legislative framework for delivering financial advice in New Zealand is continually evolving, and the laws governing...
Finzo
Jun 25, 2020
The Ides of March: Date set for new financial advice regime
MBIE has set the start date of the new financial advice regime to 15 March 2021.
Finzo
Dec 16, 2019
Time Out: Insurance industry in for a shake-up
In this podcast, CEO Nick Stewart and our advisory board member Milton Jennings discusses how FSLAA's (formally FSLAB) proposed framework wi
Finzo
Nov 19, 2019
Time Out: Part 3 of Australian Tales
Peter Mancell and Nick Stewart talk about the pros and cons of holding a FAP license versus operating under a license holder (dealer group).
Finzo
Nov 11, 2019
Time Out: Part 2 of Australian Tales
Let's talk about the paperwork, time and costs to apply and maintain the financial advice provider license.
Finzo
Nov 8, 2019
Time Out: Part 1 of Australian Tales
Let's hear some Australian tales from Peter Mancell, Managing Director at FYG Planners Pty Ltd.
Finzo
Jul 29, 2019
FMA releases review of cyber-resilience in NZ financial services
All licensed financial services firms should treat the risk of a cyberattack as real, and plan accordingly.
Finzo
Jun 27, 2019
FSLAA to cull 900-plus advisers; final boarding call for AFAs | Investment News
Over 900 advisers will leave the industry once the Financial Services Legislation Amendment Act (FSLAA) comes into force, according to gover
Finzo
May 24, 2019
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