Financial Advisers
Lynda Moore says much spending involves genuine choice. But some of it involves expectations we’ve simply never stopped to question, and that’s when the trouble starts
4
Lynda Moore says much spending involves genuine choice. But some of it involves expectations we’ve simply never stopped to question, and that’s when the trouble starts
Lynda Moore says AI can be useful in dealing with money issues. But realise AI answers the question you ask. A good adviser listens for the real issues hiding behind it
1
Lynda Moore says AI can be useful in dealing with money issues. But realise AI answers the question you ask. A good adviser listens for the real issues hiding behind it
For fifty years, getting ahead meant a single trade: maximum leverage against residential land. Joseph Darby audits the five assumptions the trade left behind, and a replacement rule for each
20
For fifty years, getting ahead meant a single trade: maximum leverage against residential land. Joseph Darby audits the five assumptions the trade left behind, and a replacement rule for each
Joseph Darby examines the thorny issues of intergenerational wealth transfer
FMA warns New Zealanders about ‘pump and dump’ scam after receiving complaints with multiple victims losing significant amounts of money
FMA warns New Zealanders about ‘pump and dump’ scam after receiving complaints with multiple victims losing significant amounts of money
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
6
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
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
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
33
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
Reforming the controversial Credit Contracts & Consumer Finance Act could turn out to be more complex than hoped by its critics
2
Reforming the controversial Credit Contracts & Consumer Finance Act could turn out to be more complex than hoped by its critics
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
12
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
Westpac NZ and Forsyth Barr trumpet the sale of the bank's financial advisory business to Forsyth Barr
A 325% debt-to-disposable income ratio, household debt growing at a more sustainable rate, horticulture lending being monitored, eye watering life insurance commissions & more from the RBNZ's FSR
27
A 325% debt-to-disposable income ratio, household debt growing at a more sustainable rate, horticulture lending being monitored, eye watering life insurance commissions & more from the RBNZ's FSR
Bank lobby group quickly backs away from idea it floated earlier this month of establishing a bad conduct register for naughty financial services workers
Bank lobby group quickly backs away from idea it floated earlier this month of establishing a bad conduct register for naughty financial services workers
BNZ CEO Angela Mentis says systemic bad bank behaviour happening in Australia is not happening at BNZ, but the NZ bank's not complacent
BNZ CEO Angela Mentis says systemic bad bank behaviour happening in Australia is not happening at BNZ, but the NZ bank's not complacent