Being a financial adviser has always been challenging, but in early 2021, new regulation and licensing changes introduced extra cost and risk into the equation. Many advisers began to worry about whether they were adequately equipped to deal with the changes and how they could ensure that they were operating in a compliant manner.

What advisers needed was a straightforward solution to help them run stronger, more compliant advice businesses. However, the partnership advisers had with their aggregator, a relationship that could provide them with support through these kinds of challenges, has traditionally not offered meaningful value, leaving advisers unhappy but unsure whether anything better was out there.

Chuck Slogrove and Ben Krebs, business partners who had already worked together in the advice and financial technology industries, decided that they needed to step up and provide what the industry needed. With a combined ten years of industry experience, including the development and running of Trail, a software CRM and workflow solution popular with financial advisers, they knew that they were well-positioned to offer advisers a dynamic approach to aggregation and compliance.

In 2020, the Kiwi Adviser Network was born, offered as a next generation solution to help empower advisers to grow their business. KAN’s vision is to elevate the standard of advice in New Zealand to become the gold standard for adviser support services. KAN is passionate about creating mutual partnerships with advisers that provide real value and support.