The education side may need to be revisited, says mortgage broker
The PAA Excellence Award winners were announced at the 2017 National Advisers Conference Gala Dinner, held at Sky City Thursday night
The New Zealand mortgage market is undergoing critical changes with the Review of the Financial Advisers Act and the release of the Options Paper detailing potential changes for the industry. We spoke with The Mortgage Supply Company's CEO Jenny Campbell on why advisers need to make sure they take part in the changes shaping the future of the industry, what their take is on RFA/AFA terminology and their plans for 2016
It issued a notice under the FMA Act when a firm wasn't forthcoming with information
Advisers will be able to use client files to demonstrate practical knowledge
He says focus should now be on supporting small businesses