 Financial AdviceOn the record: Lyn McMorranWith just 11 months until the December 2010 deadline for New Zealand financial advisers to have achieved the necessary authorisation to continue in practice, financialalert caught up with Lyn McMorran, President of the Institute of Financial Advisers, to hear about IFA's priorities, plans and concerns for what promises to be a watershed year for NZ advisers... | 08-02-10 | 1 comment | Full Story > Financial AdviceOn the record: David MayhewThe new year sees a new Commissioner of Financial Advisers, David Mayhew, taking up the reins. financialalert caught up with Mayhew last week - his first in the role - about his priorities, plans and the regulatory challenges ahead for advisers... | 02-02-10 | |  Financial AdviceBreaking the chainsWhile New Zealand advisers are experiencing a first round of industry regulation, coincidentally, the Australian financial planning industry is enduring a Joint Parliamentary Inquiry preparatory to a second round. The Committee has proposed legislative changes to ensure financial advisers place their clients' interests ahead of their own - that is, enshrine a fiduciary duty in legislation. In this article, industry stalwart Tom Collins, argues that that will require two classes of advisers... | 09-02-10 | InsuranceCorporate key person cover - are you missing the opportunity?As an industry we are getting better - slowly - at the business insurance advice piece. But there's a big hole that still remains (anecdotally, from straw polling) unfilled, in the area of corporate key person advice... | 03-02-10 | |  Business ManagementYour business plan: one page, one hourAt an extraordinary breakout session at the NAPFA Western Region meeting in late 2009, Joni Youngwirth demystified the important work of creating a workable business plan - and to our surprise, when the hour was over, most of us were looking at a reasonably workable business plan...  Financial AdviceNew tool to help advisers self assess training needsIndustry training organisation, ETITO, has launched a new website for financial advisers about the proposed competence requirements to become Authorised Financial Advisers. A key feature of the site is an online self-evaluation tool to help advisers determine any gaps in their knowledge or skills compared to the minimum standard... | 02-02-10 | |
