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Financial Advice

Research commissioned by the Financial Markets Authority shows large numbers of people who switched to low risk funds at the peak of market volatility have not returned to high growth funds
17th Jun 21, 5:01am
11
Research commissioned by the Financial Markets Authority shows large numbers of people who switched to low risk funds at the peak of market volatility have not returned to high growth funds
Westpac NZ and Forsyth Barr trumpet the sale of the bank's financial advisory business to Forsyth Barr
11th Nov 20, 2:11pm
Westpac NZ and Forsyth Barr trumpet the sale of the bank's financial advisory business to Forsyth Barr
Wellington mortgage broker Andrew Perry spells out how consumers would be hurt if Aussie banks weren't allowed to pay brokers commission 
8th Feb 19, 9:43am
by Guest
33
Wellington mortgage broker Andrew Perry spells out how consumers would be hurt if Aussie banks weren't allowed to pay brokers commission 
A closer look at the pending commission crackdown Commerce and Consumer Affairs Minister Kris Faafoi sees when he glances across the Tasman
6th Feb 19, 8:59am
A closer look at the pending commission crackdown Commerce and Consumer Affairs Minister Kris Faafoi sees when he glances across the Tasman
RBNZ and FMA talk tough on poor conduct and culture of $2.57 billion life insurance sector, but avoid explicitly telling insurers to put an end to commission payments
29th Jan 19, 1:00pm
11
RBNZ and FMA talk tough on poor conduct and culture of $2.57 billion life insurance sector, but avoid explicitly telling insurers to put an end to commission payments
Cigna follows Kiwi Wealth and Nikko Asset Management in getting FMA clearance to provide digital personalised advice
22nd Nov 18, 2:49pm
Cigna follows Kiwi Wealth and Nikko Asset Management in getting FMA clearance to provide digital personalised advice
Sales or profit incentives need to go for banks' top dogs - not just frontline retail staff - says head of Aussie royal commission
4th Oct 18, 4:00pm
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Sales or profit incentives need to go for banks' top dogs - not just frontline retail staff - says head of Aussie royal commission
Financial Advice New Zealand rejects concerns about mortgage broker commissions raised by Consumer NZ in wake of Aussie Royal Commission
26th Sep 18, 7:19am
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Financial Advice New Zealand rejects concerns about mortgage broker commissions raised by Consumer NZ in wake of Aussie Royal Commission
IAG the first big player in the finance sector to get rid of staff sales targets; Move comes in the wake of law changes in NZ and a royal commission inquiry in Australia
29th Jun 18, 11:42am
3
IAG the first big player in the finance sector to get rid of staff sales targets; Move comes in the wake of law changes in NZ and a royal commission inquiry in Australia
FMA and RBNZ give life insurance companies until June 22 to prove they aren't mimicking the misconduct of some of their Australian parents
24th May 18, 12:46pm
3
FMA and RBNZ give life insurance companies until June 22 to prove they aren't mimicking the misconduct of some of their Australian parents
Commerce and Consumer Affairs Minister Kris Faafoi disappointed life and health insurers spent $34m on soft commissions in two years, but won't commit to banning them
17th May 18, 10:59am
16
Commerce and Consumer Affairs Minister Kris Faafoi disappointed life and health insurers spent $34m on soft commissions in two years, but won't commit to banning them
Life and health insurers spend 9% of their sales revenue on soft commissions for the advisers who sell their products; FMA warns of conflicts of interest
16th May 18, 3:00pm
23
Life and health insurers spend 9% of their sales revenue on soft commissions for the advisers who sell their products; FMA warns of conflicts of interest
Schemes that deal with complaints people make about their financial service providers urge the Government not to go too far in making them report all the misconduct they see to regulators 
11th May 18, 5:00am
1
Schemes that deal with complaints people make about their financial service providers urge the Government not to go too far in making them report all the misconduct they see to regulators 
Questions raised over NZ's financial services consumer dispute resolution model with the four competing schemes incentivised to sell themselves to the industry
9th May 18, 4:03pm
2
Questions raised over NZ's financial services consumer dispute resolution model with the four competing schemes incentivised to sell themselves to the industry
Banks' attempts to be more customer-centric by changing the way they incentivise staff slammed by union for being superficial; FMA optimistic about impact of financial advice and insurance contracts law changes 
3rd May 18, 2:10pm
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Banks' attempts to be more customer-centric by changing the way they incentivise staff slammed by union for being superficial; FMA optimistic about impact of financial advice and insurance contracts law changes 
FMA sounds alarm bells over commissions paid to financial advisers, but stops short of lobbying the Government to regulate these; says it first wants to try proposals before Parliament to tighten rules around conduct
22nd Mar 18, 1:17pm
4
FMA sounds alarm bells over commissions paid to financial advisers, but stops short of lobbying the Government to regulate these; says it first wants to try proposals before Parliament to tighten rules around conduct
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
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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
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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
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Four approaches the Society of Actuaries suggests you could adopt as you convert your retirement savings into income