Financial Advice

The Financial Markets Authority says it’s seeing an increase in fraudulent activity by financial advisers, especially when it comes to insurance and mortgages

The Financial Markets Authority says it’s seeing an increase in fraudulent activity by financial advisers, especially when it comes to insurance and mortgages

There’s been a rise in the number of misconduct cases related to suspected mortgage fraud - and they’re getting more complex, the Financial Markets Authority says

There’s been a rise in the number of misconduct cases related to suspected mortgage fraud - and they’re getting more complex, the Financial Markets Authority says

If you are not a first home buyer, a switcher, nor an investor, we look at your options when you need to refix your home loan in the current uber-competitive mortgage market

If you are not a first home buyer, a switcher, nor an investor, we look at your options when you need to refix your home loan in the current uber-competitive mortgage market

Financial Markets Authority shares its Financial Conduct Report, highlighting conduct problems and areas of regulatory focus

Financial Markets Authority shares its Financial Conduct Report, highlighting conduct problems and areas of regulatory focus

Financial Markets Authority finds promising initial response from financial advice providers towards new regime but says there are some ‘gaps’ that could affect customer outcomes

Financial Markets Authority finds promising initial response from financial advice providers towards new regime but says there are some ‘gaps’ that could affect customer outcomes

David Chaston looks at the rise and rise of mortgage broking in New Zealand, which is now a dominant force in controlling home loan origination activity

David Chaston looks at the rise and rise of mortgage broking in New Zealand, which is now a dominant force in controlling home loan origination activity

Commerce Commission finds mortgage advisors face a conflict of interest because they are incentivised to recommend a lender who pays them the best commissions, even if that lender is not the best fit for the borrower

Commerce Commission finds mortgage advisors face a conflict of interest because they are incentivised to recommend a lender who pays them the best commissions, even if that lender is not the best fit for the borrower

Financial advisory firm National Capital warns non-contributing KiwiSaver members risk $113 billion retirement shortfall

Financial advisory firm National Capital warns non-contributing KiwiSaver members risk $113 billion retirement shortfall

Simon Papa argues proposed reforms to financial markets regulation rejects, without proper validation, decades of orthodoxy on market regulation and basic market concepts

Simon Papa argues proposed reforms to financial markets regulation rejects, without proper validation, decades of orthodoxy on market regulation and basic market concepts

Andrew Bascand sees a big future for the investment advice industry with KiwiSaver on its way to a $250 bln pool within 10 years, and intergenerational transfers entering a super cycle

Andrew Bascand sees a big future for the investment advice industry with KiwiSaver on its way to a $250 bln pool within 10 years, and intergenerational transfers entering a super cycle

Independent advisers to select committee crypto inquiry suggest 'coherent and consistent guidance on the treatment of digital assets under current law'

Independent advisers to select committee crypto inquiry suggest 'coherent and consistent guidance on the treatment of digital assets under current law'

As the Commerce Commission's banking market study gets underway, Gareth Vaughan looks at the impact of regulation on competition

As the Commerce Commission's banking market study gets underway, Gareth Vaughan looks at the impact of regulation on competition

The FMA's Clare Bolingford outlines why and how New Zealand is getting a conduct regime overseeing financial institutions, and what it means for customers

The FMA's Clare Bolingford outlines why and how New Zealand is getting a conduct regime overseeing financial institutions, and what it means for customers

Squirrel Mortgages boosting Wellington presence through acquisition of The Home Loan Shop, as it also unveils referral relationship with financial advisor enable.me & seeks capital

Squirrel Mortgages boosting Wellington presence through acquisition of The Home Loan Shop, as it also unveils referral relationship with financial advisor enable.me & seeks capital

Financial Markets Authority encourages retail investors to follow the '5 D’s of DIY investing' as part of world investor week push

Financial Markets Authority encourages retail investors to follow the '5 D’s of DIY investing' as part of world investor week push