Financial Advice
What you need to know when weighing up whether to move to a retirement village - the Commission for Financial Capability has all the tips
17th Mar 18, 9:15am
20
What you need to know when weighing up whether to move to a retirement village - the Commission for Financial Capability has all the tips
FMA puts KiwiSaver funds side-by-side to illustrate whether investors are getting bang for their buck; KiwiSaver providers unapologetic for charging the fees they do, saying investment is needed to provide quality advice
21st Nov 17, 7:36am
30
FMA puts KiwiSaver funds side-by-side to illustrate whether investors are getting bang for their buck; KiwiSaver providers unapologetic for charging the fees they do, saying investment is needed to provide quality advice
FMA fast-tracks access to robo-advice at a rate slower than expected; Prioritises greater oversight at the expense of more red tape
18th Oct 17, 7:25am
1
FMA fast-tracks access to robo-advice at a rate slower than expected; Prioritises greater oversight at the expense of more red tape
Sovereign customers warned AIA takeover could give incentivised advisers an in to encourage them to switch policies
29th Sep 17, 9:15am
Sovereign customers warned AIA takeover could give incentivised advisers an in to encourage them to switch policies
Generation Rent Investment Guide episode 4: What to look out for when managed fund shopping
16th Aug 17, 8:31am
21
Generation Rent Investment Guide episode 4: What to look out for when managed fund shopping
Commerce and Consumer Affairs Minister ready to introduce to Parliament new legislation regulating financial advice
3rd Aug 17, 12:03pm
1
Commerce and Consumer Affairs Minister ready to introduce to Parliament new legislation regulating financial advice
Commerce and Consumer Affairs Minister dubs FMA's plan to fast-track the legalisation of robo-advice 'quite edgy' despite only learning what Blockchain is 6 weeks ago
31st Jul 17, 3:30pm
Commerce and Consumer Affairs Minister dubs FMA's plan to fast-track the legalisation of robo-advice 'quite edgy' despite only learning what Blockchain is 6 weeks ago
FMA keen to see personalised robo-advice enabled in New Zealand sooner than the law would otherwise allow
21st Jun 17, 4:04pm
1
FMA keen to see personalised robo-advice enabled in New Zealand sooner than the law would otherwise allow
Four approaches the Society of Actuaries suggests you could adopt as you convert your retirement savings into income
4th May 17, 4:06pm
14
Four approaches the Society of Actuaries suggests you could adopt as you convert your retirement savings into income
Major Aussie banks move quickly to act on recommendations they change how they pay retail banking staff, NZ banks 'support customer first obligations'
20th Apr 17, 9:36am
Major Aussie banks move quickly to act on recommendations they change how they pay retail banking staff, NZ banks 'support customer first obligations'
FMA report highlights financial advice inequality and raises questions around breadth of financial advice on offer to even those who can afford it
27th Mar 17, 3:37pm
4
FMA report highlights financial advice inequality and raises questions around breadth of financial advice on offer to even those who can afford it
FMA criticised for compromising quality by trying to increase the quantity of KiwiSaver advice on offer
8th Mar 17, 7:38am
3
FMA criticised for compromising quality by trying to increase the quantity of KiwiSaver advice on offer
Financial advisers' disclosure requirements to be dealt with by regulation not legislation; Govt seeks to remain flexible on the matter
20th Feb 17, 4:12pm
Financial advisers' disclosure requirements to be dealt with by regulation not legislation; Govt seeks to remain flexible on the matter
FMA puts spotlight on complex financial products aimed at attracting yield seekers; Works with KiwiSaver providers to mitigate looming rate rise turbulence
15th Feb 17, 7:42am
2
FMA puts spotlight on complex financial products aimed at attracting yield seekers; Works with KiwiSaver providers to mitigate looming rate rise turbulence
Diane Maxwell on protecting retirees vulnerable due to renting, isolation, and not being able to recoup investment losses
5th Oct 16, 12:51pm
127
Diane Maxwell on protecting retirees vulnerable due to renting, isolation, and not being able to recoup investment losses
New Zealand bank executives can sit back and watch their bosses in Australia face the music knowing they won't be grilled by a parliamentary committee anytime soon
4th Oct 16, 1:29pm
3
New Zealand bank executives can sit back and watch their bosses in Australia face the music knowing they won't be grilled by a parliamentary committee anytime soon
Why our financial advice sector needs to be revived to better represent what New Zealand actually looks like
4th Aug 16, 11:18am
93
Why our financial advice sector needs to be revived to better represent what New Zealand actually looks like
Sovereign boss suggests the reviewed Financial Advisers Act could spark the creation of large multidisciplinary financial advice firms
14th Jul 16, 8:59am
5
Sovereign boss suggests the reviewed Financial Advisers Act could spark the creation of large multidisciplinary financial advice firms
Reviewed Financial Advisers Act to see consumers' interests put first, disclosure requirements beefed up, adviser categories simplified, and the path paved for robo-advice
13th Jul 16, 5:00am
7
Reviewed Financial Advisers Act to see consumers' interests put first, disclosure requirements beefed up, adviser categories simplified, and the path paved for robo-advice
Retirement Commissioner red flags lack of financial products aimed at helping retirees convert savings into income
31st May 16, 8:31am
38
Retirement Commissioner red flags lack of financial products aimed at helping retirees convert savings into income
A wrap on how the big banks and insurers are lobbying the Government as it proposes drawing clearer lines between salespeople and advisers
10th May 16, 1:52pm
7
A wrap on how the big banks and insurers are lobbying the Government as it proposes drawing clearer lines between salespeople and advisers
Bernard Hickey argues it's time to think about how a million retiring KiwiSavers could either blow or sensibly use their NZ$100,000 pots when they retire
5th Jul 15, 5:02am
23
Bernard Hickey argues it's time to think about how a million retiring KiwiSavers could either blow or sensibly use their NZ$100,000 pots when they retire
Major Australian banks have been rocked by financial advice scandals. How are their NZ subsidiaries, and NZ regulatory framework, placed to avoid these?
27th Mar 15, 1:58pm
5
Major Australian banks have been rocked by financial advice scandals. How are their NZ subsidiaries, and NZ regulatory framework, placed to avoid these?
Advisors worry whether Kiwi retail investors in SOE floats will get access to advice, as govt sweetens deal with loyalty bonus
24th Jul 12, 9:15am
24
Advisors worry whether Kiwi retail investors in SOE floats will get access to advice, as govt sweetens deal with loyalty bonus
Sex, friends and asset allocation; "Don't not hire me because I'm beautiful"; Nothing ventured, nothing gained; Deferred retirement; Financial planning on a budget
4th Apr 12, 10:46am
8
Sex, friends and asset allocation; "Don't not hire me because I'm beautiful"; Nothing ventured, nothing gained; Deferred retirement; Financial planning on a budget