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The Big Ticks: Top Stories For Professional Advisers This Week
By Tony Vidler CFP CLU ChFC Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead. These are the highlights from the week that you should stop and read, […]
The 4 Step Ethics Test for Financial Professionals
by Tony Vidler Some time ago I attended a Rotary club function as a guest and ‘discovered’ the best ethical test I’ve ever heard. When I say ‘discovered’, I personally didn’t discover anything at all…but I was introduced to The Rotary Philosophy which was a discovery for me. It is hardly new, having been written in […]
Financial advice less beneficial than prostitution?
by Tony Vidler. The latest financial services regulation development in New Zealand has an interesting twist. One has an immediate sense that somehow financial advisers have just swapped places with the prostitution business. By that I do not suggest that now financial advisers are trading in sexual favours of course, or that sex-workers are offering […]
by Tony Vidler. I have found myself talking to several advisers recently about “disclosure” – not a scintillating topic, and one which I’d prefer to not talk about. There are many things far more interesting in life on which you can spend your time. The disclosure talk has arisen though because it is still apparently […]
by Tony Vidler. I’d best let you down gently right at the beginning – this is not a gleeful little tale of a single persons interesting life. It is about the possibility of one type of “singledom” for an industry, that can result in more people loving it. With all the change and raising of […]
by Tony Vidler.…that which we call a rose by any other name would smell as sweet. Shakespeare raises an interesting line of thought with that quote: something is called a particular name only because that is what the majority of humans agreed to call it. A rose could just as easily have been called a […]
by Tony Vidler. One of the intriguing little debates happening in NZ financial services in recent times has been the use of new (different) acronyms for different types of advisers. Observing the often heated debate got me thinking: who cares? The answer actually surprised me: I do. I care. The incessant bickering, the unnecessary market […]
by Tony Vidler.It has been fascinating watching and following some industry debate recently regarding the outcome of a recent court case against a NZ adviser. By all accounts the adviser had largely done the job expected of him, though the office paperwork was a bit footloose some years ago. Then upshot was that a client […]