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Viewing entries tagged with 'adviser'

NZ Herald: Diana Clement: More to income protection than just ACC

11 May 2017

Worth seeking advice from financial adviser who specialises in insurance.

Advisers can work with many entities: MBIE

7 April 2017

 Goodreturns: MBIE has confirmed that a financial adviser will be able to work for more than one licensed financial advice provider under the new regime. More>  

Take my advice, says money manager Warren Couillault

3 April 2017

NZ Herald: Warren Couillault came close to disappearing from public life over the past nine years, but now he is making a comeback. More>

More AFAs and Govt eyeing ways to keep them

27 March 2017

Goodreturns: New statistics from the Financial Markets Authority show that more authorised financial advisers joined the industry than left over the 12 months to June 30. More>

Robo development under way

8 March 2017

Goodreturns: DLA Piper senior associate Geoff Ward-Marshall says his firm’s clients are already looking at how their roboadvice offerings will take shape in the new legislative environment. More>

DTIs should be in RBNZ toolkit - IMF

8 March 2017

Goodreturns: Debt-to-income ratios (DTIs) and the redirection of tax incentives away from housing would help tackle the risks posed by New Zealand’s housing market, the IMF says. More>

Barriers removed to end KiwiSaver advice drought

8 March 2017

Stuff.co.nz: The FMA has released its updated guidance on sales and advice for KiwiSaver providers, which it hopes will give banks and other KiwiSaver providers the confidence to end a national KiwiSaver advice drought. More>

Big changes for some RFAs

1 March 2017

Goodreturns: Advisers will need a way to prove their competence, regardless of how long they have been in the industry, the chief executive of the PAA says. More>

Top 10 questions asked to Sorted's KiwiSaver 'chatbot'

1 March 2017

Stuff: Questions asked to a newly-launched KiwiSaver "chatbot" reveal continued ignorance about the state-sponsored retirement savings scheme. The most common question asked to the new Sorted chatbot is: "What is KiwiSaver?" More>

FAA gone as FMC to assume most advice-ruling powers

20 February 2017

InvestmentNewsNZ: The move to entity licensing will see most financial adviser regulation devolved to the Financial Markets Conduct Act (FMC) under draft reforms released last week. More>