Qualifications alone might not be enough for advisers pivoting to financial planning
Mortgage advisers need to expand their investing and budgeting knowledge if they want to pivot away from just being a transactional operator as the sector enters one of its most significant periods of change in decades, Gareth Dobson, Finsol founder and adviser says.







BNZ profit dips and margins fall
BNZ reported its annual profit yesterday - interestingly it chapioned that 59% of its mortgage book came through its bank distribution channel.
This is the overall make up of the book.
What was not disclosed (and we have asked for) is the flow numbers. That is how much business came from advisers v branches in the financial year.
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