The Board had its last meeting in June alongside The Association’s conference in Nelson. We had a good smattering of members there so good to see a few familiar faces. The usual house-keeping work was done by the Board, reviewing draft annual accounts and progress against the business plan. As always, we looked forward and will continue slowly expanding a range of marketing initiatives over the coming year as well as looking to expand a range of strategic relationships. Not a lot to report on the regulatory front at the moment, although it is pleasing to see that some of the TripleA’s views have been picked up in a recent GoodReturns article. Whether this sways the legislators, time will tell.
Like many in the industry, the TripleA has been giving a lot of thought to the impact of new regulation and how we might support advisers through the upskilling challenges that appear to be looming on the horizon. One of the initiatives the Board approved in June was to announce Adviser Development Scholarships that the TripleA is making available from today. We think this is an exciting initiative and there is more about these scholarships in the article below.
We have also decided to raise the profile of the TripleA directors so will be providing a short bio for each director in the newsletters between now and the end of the year. This time around its Jason Kilworth’s turn. Jason is currently the Board Deputy Chair. Jason has also penned a quick article on the Future of Soft Dollars which is definitely topical at the moment.
For the Wellington-based members in particular, (although of course, all are welcome), I would like to draw your attention to the TripleA’s AGM which will be held at the Quality Hotel 223 Cuba Street, Wellington on Friday 7th September 2018 at 1:00 pm. Tea/coffee and a light lunch will be available at 12:30pm. We look forward to seeing members there.
Chief Executive, TripleA Advisers Association
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