As we reflect on 2023, three key RegTech trends stood out to us... 1. The integration of AI, including Gen AI, in regulatory compliance signalled a significant, albeit cautious, shift among regulated institutions 2. The global political climate highlighted the urgent need to bolster efforts in pre

We have exciting news! We're thrilled to unveil a significant transformation – TeamsPlus has evolved into Dacreed! This transition is a testament to our unwavering commitment to simplifying your professional journey. We believe in making compliance and training seamless, which is why we've stream

“Dacreed's TeamsPlus was very easy to implement and saves our business significant amounts of time and effort in compliance compared to our old processes. It is also a brilliant platform to create training content and support our members, as well as ensure they are all meeting regulation requirement

CPD - if you are investing your time, use it to expand your skill sets - the value is not simply ticking the compliance box. As a Financial Advice Provider (FAP), it is essential to have good systems in place to easily record and keep up to date with your Continuous Professional Development (CPD).

Success, big and small, happens every day. It doesn’t take much to say a simple well done but feeling appreciated can make a team member's day. Employee recognition in the form of peer-to-peer kudos and feedback is essential for building a tight team that stays together. Recognition is one of the

Compliance for financial advisors is not only becoming expensive, it is time consuming. But it cannot be avoided. The Financial Markets Association (FMA) requires Financial Advice Providers (FAPs) to have robust systems in place for managing their professional development and compliance.This includ

In a rapidly evolving financial landscape, compliance with the Conduct of Financial Institutions (CoFI) regulations has never been more crucial. Financial advisers in New Zealand are facing mounting pressure to ensure they're not just ticking the regulatory boxes but truly serving the best interests

Investing in professional development and continuous learning is crucial for retaining employees in today's workforce. A reported 75% of businesses are experiencing talent shortages, making it more important than ever to invest in your staff to keep them engaged and satisfied. The gap between what

As the world of work continues to evolve, the need for ongoing education and professional development has never been greater. Private Training Establishments (PTEs) like [Professional IQ College](https://professionaliq.co.nz/) (PTE for financial services) and training organizations are at the foref

“Our LMS solution was not user friendly or very intuitive to use. It did not display the CPD hours completed by an advisor at any given point in time consequently CPD monitoring became a cumbersome and time-consuming process requiring the use of manual spreadsheets." > -Nikhil Ghate, Quality Assura