New partnership links CRM efficiency with KiwiSaver servicing for multi-service advice firms
Advisers are seeking more help to manage compliance, unlock growth and diversify their services as a quieter lending market accelerates the shift towards more scalable, technology-enabled businesses
Loan Market’s Scale Up conference put AI search firmly in the spotlight, revealing that visitors arriving through AI tools are far more likely to convert than traditional search traffic
As advisers navigate economic uncertainty, regulatory change, recruitment challenges and rapidly evolving technology, expectations of aggregators are growing
Without a trail book, how can advisers build more valuable, efficient and transferable businesses? It’s possible, say the experts, by leaning into technology and client relationships
Advisers can register now for full-day sessions in Christchurch, Wellington, and Auckland
