19 July 2024
This article is from Good Returns, published 16th July 2024 The Adviser Platform (TAP) has added two new team members, Taz Alnahas as Key Account Manager and Meryll Villaver as Client Engagement Manager This expansion comes on the heels of TAP's growth since the start of the year, driven by increasing demand from financial advisers...
29 June 2023
This article is from Good Returns published 29 June, 2023 As the era of scrutiny, regulatory compliance and audits expand, how to navigate the murky waters of Financial Markets Authority (FMA) audit-readiness has...
27 June 2023
This article is from RiskInfoNZ published 22 June, 2023 An audit confidence check is the latest service to be offered by The Adviser Platform (TAP) to help FAPs decide if they’re ready to respond to an FMA...
10 May 2023
This article is from RiskInfoNZ published 6 May, 2023 While you’re now likely approved for your FAP licence, it isn’t time to celebrate just yet as it is just the tip of the iceberg, writes The Adviser...
31 March 2023
This articles is from tmmonlinenz, published 31 March, 2023 The Adviser Platform (TAP) has bought established mortgage aggregator Q Group which has around 30 advisers Geoff Bawden set up Q Group in 2015 after...
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