We have released results from the March 2024 #FinancialAdvisers exam cycle, the first to reflect recent changes to improve the delivery and accessibility of the exam. To date, over 21,000 individuals have sat the exam, of which 92% have passed bit.ly/3y3Hq3y

Future of TPD – Poll Result
Only a small minority of participants in our latest poll expect to write higher volumes of TPD business in the future...buff.ly/3UcYhsb

#RiskinfoNZ #PollResults #LatestPoll #FinancialAdvisers #RiskAdvisers

For a journey of financial success with pride! Our revamped website is here to guide you. Explore our fresh look, enhanced features, and expert consultation options — prideadvice.com.au

#prideadvice #financialadvisers #agedcare #retirement #superannuation #insurance

💡Is your financial advice business hindered by an outdated website?

With Hatch, get a modern, cost-effective solution for just £1,000. Impress clients, save time and stay ahead.

👉 See how it works: bit.ly/3xsE6Pk

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Prohibited Incentives Rules
Any FAP deemed to be an intermediary for a financial institution could be caught by CoFI's prohibited incentive rules according to a key industry stakeholder...buff.ly/3vYTz9F

#RiskinfoNZ #Strategi #FinancialAdvisers #RiskAdvisers

FSC Expands Financial Advice Membership
The FSC has welcomed two high-profile dealer group heads to its board as it expands its membership cohort of financial advice businesses...buff.ly/3JARDr6

#Riskinfo #FSC #FinancialAdvisers #RiskAdvisers #LeadershipAppointment

Poll Result - Reality Rules
Our latest poll reveals that reality rules in the adviser community when it comes to implementing life insurance product solutions for their clients...buff.ly/3UIkcct

#Riskinfo #lifeinsurance #financialadvisers #riskadvisers

Recent news reports about the FCA’s concerns about some advice firms shows why it’s important to make the right choice when seeking an IFA. At Option you can be sure that we always partner with professional, regulated, advisers.
thisismoney.co.uk/money/markets/…

#IFA #FinancialAdvisers

Recent data from the Australian Life Insurance Claims and Disputes Statistics confirms that clients who receive life insurance advice have a smoother claims process compared to those who don't >> buff.ly/3WhF4bI
#RiskInfoNZ #riskinfo #financialadvisers #insurance

❗Why 60/40 portfolios deserve another chance:

➡️ Read here: hubs.ly/Q02v8H2b0

Charles Younes, Deputy Chief Investment Officer at FE Investments, explores 60/40 portfolios in this @_MoneyMarketing piece.

#FinancialAdvisers #FinancialAdvice #Investment #FEfundinfo

📢The FCA has delivered its findings after reviewing retirement advice.

➡️Discover the implications for your practice in our latest blog: hubs.ly/Q02v1cH60

Financial advisers only. Capital at risk.

#FEInvestments #FinancialAdvisers #FEfundinfo #FinancialAdvice

Reduce your distractions and you’ll get more done in less time. Take the free time quiz to learn where you can improve. #financialadvisers #IFA #moneymanagers #wealthmanagers clareevans.co.uk/free-time-quiz/

Promote Yourself – Without Being A Nuisance
Leading business coach Tony Vidler writes that developing your brand correctly should help ensure you are the first person potential clients call...buff.ly/3UHLyiV

#RiskinfoNZ #financialadvisers #riskadvisers #businesscoach

thediwire.com/independent-br…
#research #Cerulli #financialadvisers #financialservices #registeredindependentadviser #RIA #autonomy

Is your financial planning business tech-savvy or tech-chaotic?

🤯 Adding software without integration creates data chaos, double entry and higher costs.

📈 Streamline your tech stack for a single source of truth!

Discover how: bit.ly/43ZaIwq

#FinancialAdvisers

Morally and on equity grounds #financialadvisers should not be paying for miscreants who deliver unlicensed advice. #asic linkedin.com/posts/mike-tay…

🌹SOLLA is a ‘not for profit’ organisation that helps older people and their families find trusted accredited financial advisers who specialise in the financial needs of those in later life. Find out more: societyoflaterlifeadvisers.co.uk
#LCAW2024 #rcl24 #SOLLA #FinancialAdvisers

Partners Life is seeking expressions of interest for its next new adviser training course starting June 17. The course is for Level 5 qualified advisers who have less than 12 months’ experience in the industry >> buff.ly/3UBoqCI
#RiskInfoNZ #riskinfo #financialadvisers

Your Local Trusted Advisers - We are VouchedFor Top Rated Advisers as voted for by the feedback from our clients, giving you peace of mind that we always look after you. You can read all our reviews here >> vouchedfor.co.uk

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📣 NOW LIVE: Integration between FE CashCalc and Just

Dynamically adjust your cashflow plans to account for any guaranteed lifetime income you’re looking to offer a client.

➡️Read more: hubs.ly/Q02vv8s40

#FinancialAdvisers #FECashCalc #Integration #JustBlends