13 March 2024
This article is from NZ Adviser, published 13th March 2024 New Zealand's financial advice industry has successfully transitioned to a new regulatory regime with FAP licences becoming mandatory a year ago This article explores the journey so far and what's next for advisers FAP in review: From transitional to full licenses On March 15,...
02 September 2022
This article is from NZ Adviser published 23 August, 2022 Revamped CRM helps brokers meet compliance needs The Adviser Platform has announced a major upgrade to its CRM platform by creating a complete...
26 July 2022
This article is from RiskInfoNZ published 25 July, 2022 Ryan Edwards of The Adviser Platform says that as a proud sporting nation, financial advisers can learn a great deal from the world of sport when it comes...
05 July 2022
This article is from NZ Adviser published 05 July, 2022 The platform helps mortgage brokers manage both their business and compliance obligations Auckland-based The Adviser Platform (TAP) has announced a major...
22 June 2022
This article is from RiskInfoNZ published 23 June, 2022 The Adviser Platform has expanded its CRM to offer clients an advice process for mortgage advisers – so they can provide advice and manage both their...
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