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Last Article Uploaded: Tuesday, July 28th, 10:03PM
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RFAs backing call for one law for all

The PAA wants one set of standards for all financial advisers - but it says it has the backing of its RFA members.

Wednesday, July 29th, 6:00AM

In its submission to the Financial Advisers Act issues paper, the PAA says the Code of Professional Conduct, currently only for authorised financial advisers, should apply across the industry.

That would mean RFAs would have to achieve a level five qualification and undertake ongoing professional development, as well as meet higher conduct standards.

But PAA compliance expert Angus Dale-Jones said it would be a benefit to all advisers ...MORE»

FMA drops Capital + Merchant action

Tuesday, July 28th, 12:45PM

A civil claim against Capital + Merchant Finance was unlikely to recover more of investors' money, the FMA said today as it announced it had stopped the proceedings.

MORE»

Barnes' firm launches roboadvice offer

Tuesday, July 28th, 6:00AM

A new roboadvice solution targeted at investors who do not want to pay for advice is being rolled out in Australia by a firm that has a New Zealand-based businessman at its helm.

MORE»

Pathfinder banks on property

Pathfinder has passed the $100 million mark in funds under management and launched its fourth fund.

Monday, July 27th, 6:46AM

Its latest offering is focussed on listed global property stocks, which is being seeded by a financial planning firm.

It will directly invest in around 80 listed companies and property trusts from 10 countries (including four listed in New Zealand).

Pathfinder director John Berry says property is a distinct asset class that can help investors diversify share and bond portfolios.

“Property is recognised as providing long term capital growth and income generation, and is seen as an inflation hedge ...MORE»

FSC: All advisers should be equal

Monday, July 27th, 6:00AM  7 comments

The FSC wants RFAs to choose: Operate at the level of AFAs or declare themselves salespeople.

MORE»

IOOF changes won't cross Tasman

Friday, July 24th, 5:59AM  1 comment

IOOF in Australia has closed its My Adviser and Plan B Wealth Management financial planning services, but says there are no changes planned to its Kiwi business at present.

MORE»

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Mortgage Centre Sponsored by: 

No surprises in Reserve Bank's move

Thursday, July 23rd, 11:05AM

Little surprise followed the Reserve Bank’s OCR cut this morning - and further cuts are now generally expected to come this year. MORE»

Insurance Centre Sponsored by: 

Cheap policies capture younger clients: HFANZ

Tuesday, July 28th, 6:00AM

More young New Zealanders are taking out health insurance policies, new Health Funds Association figures show. MORE»

Regulation Sponsored by: 

FSC: All advisers should be equal

Monday, July 27th, 6:00AM  7 comments

The FSC wants RFAs to choose: Operate at the level of AFAs or declare themselves salespeople. MORE»

People and Events Sponsored by: 

Salt adds graduate

Tuesday, July 21st, 9:05AM

Salt Funds Management has employed Randall Clement as an operations analyst. MORE»

Deposit Rates Sponsored by: 

General Finance experiencing good growth

Thursday, July 2nd, 2:56PM

General Finance is seeing growth in its business as investors chase good yields. MORE»

KiwiSaver   

KiwiSaver members told: Don't get spooked

Tuesday, July 28th, 6:00AM

Advisers whose clients are worried about the possibility of a market correction should encourage them to stick with the KiwiSaver fund they are in, new research shows. MORE»

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