Rod Severn

More advisers look to have a '360 degree' view of client finances

CEO says you shouldn’t “narrow” in the advice that you give clients

Level 5 certificate brings “unexpected benefits” to advisers

“They found it worthwhile and now feel more confident and competent in giving advice”

PIQ rolls out new version of Level 5 certificate

This version is "better suited to the learning needs" of new and experienced advisers

Last PAA and IFA roadshows exceptionally attended

Financial advisers all around the country have attended the PAA and IFA professional development roadshows

FSC and PAA welcome FMA life insurance report

FSC and PAA welcome FMA’s report on life insurance brokers and state majority of advisers are doing a great job

PAA/IFA Roadshow fully booked

The Roadshow is open to all mortgage, risk and investment brokers and PAA/IPA members

Conference recognises industry excellence

The PAA Excellence Award winners were announced at the 2017 National Advisers Conference Gala Dinner, held at Sky City Thursday night

Registrations open for National Advisers Conference 2017

Registrations are now open for this year’s National Advisers Conference, taking place on 3rd and 4th August at SkyCity, Auckland

Strong turnout reported for Adviser Forums

The Financial Advice New Zealand adviser forums wrapped up yesterday as the Working Group prepares for the third stage of the development process

Top insurance adviser for second year running

The winner of the PAA Excellence Award for Insurance Adviser of the Year for the second time says it’s all about focusing on the client.