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Last Article Uploaded: Friday, October 20th, 6:43PM
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Getting to Know: Jon-Paul Hale

Insurance adviser Jon-Paul Hale wants to see the industry working together much better.

Friday, October 20th, 11:00AM

Who are you and what do you do?

Jon-Paul Hale, life insurance adviser, personal and business risks

How did you get into the industry?

Recruited to help advisers implement technology in their businesses way back in 2000 by Sovereign.

If there is one thing you would like to change about the financial advice industry, what would it be? 

The effort on client education, it’s easy to sell poor product and move product to uneducated clients, it’s much harder to provide educated advice ...MORE»

Regulators collaborate on fintech

Friday, October 20th, 6:00AM

Confirmation of a “collaborative approach” to fintech between the Financial Markets Authority and its Australian counterpart, ASIC, is being described as good news for New Zealand financial service providers.

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Should lawyers give financial advice?

Thursday, October 19th, 6:37AM  5 comments

Since the Financial Advisers Act (FAA) came into force there has been some angst over exemptions for other professions – such as lawyers and accountants.  Are financial advisers right to be concerned that lawyers and accountants can hand out financial advice? Are there any restrictions on them?

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New code's wider scope helps advisers: Chairman

Authorised financial advisers will benefit from being part of an industry fully bound by a code of conduct, the chairman of the working group developing the new code says.

Thursday, October 19th, 6:00AM

Angus Dale-Jones said the working group was preparing to take questions to focus groups as the next part of its consultation process.

He said it was an opportunity to bring a consensus to the way the financial advice sector worked.

At the moment, no matter how regulated and well-performing AFAs were, they could have their reputation besmirched by other, less regulated parts of the industry. The existing code only applies to AFAs ...MORE»

FMA fast-tracks roboadvice

Wednesday, October 18th, 6:00AM

Advisers can expect to see roboadvice in the New Zealand market next year, and the country’s banks and product providers are already developing their platforms.

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Advice firms merge

Monday, October 16th, 7:40AM

One of Canterbury's longest standing financial advisory institutions is merging to become one of the largest independent financial advisory firm in NZ.

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Perpetual Guardian steps up in the Know Your Customer space

Friday, October 20th, 6:41PM

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Leverage up your KiwiSaver fund

Monday, October 16th, 6:00AM  1 comment

Booster chief investment officer David Beattie says people should be taking more risk in their KiwiSaver funds. MORE»

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Insurers support robo options

Thursday, October 19th, 12:21PM  1 comment

An exemption to allow roboadvice in New Zealand will include the provision of personal insurance products, something which one insurer has argued could lower commissions to advisers. MORE»

TMM Online
  

Looking ahead with new government

Friday, October 20th, 2:54PM

New Zealand’s new government will be a Labour-NZ First coalition, supported by the Green Party, and that means changes are looming that advisers need to be aware of. MORE»

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Partners Life hires sales boss

Friday, October 20th, 1:26PM

Partners Life has appointed a new chief sales officer. MORE»

KiwiSaver   

FMA to KiwiSaver providers: We are getting impatient

Thursday, October 5th, 6:00AM

KiwiSaver providers have been told they must do better, as the amount they earn in fees soars. MORE»

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Latest Comments
  • Should lawyers give financial advice?
    “It would be appropriate for Lawyers and accountants active in this space to follow similar CPD to Financial Advisers. Logging...”
    13 hours ago by Licensed Adviser
  • Should lawyers give financial advice?
    “Good article, John - and agree with Brett. There is nothing in an LLB or CA qualification that prepares a lawyer or an account...”
    17 hours ago by dcwhyte
  • Insurers support robo options
    “I agree it should be permitted. It would certainly help NZ's underinsurance situation. Both Naomi and Fidelity have correctly...”
    1 day ago by Referee
  • Kickbacks to agents shouldn't happen, but do
    “Gee Consumer, is that a problem affecting thousands or is this a rumour you have heard. Here is another rumour. King Country...”
    2 days ago by Bikedude
  • Should lawyers give financial advice?
    “A further thought. In the section “What do lawyers think” I can see it is ok for a lawyer to tell someone to put their...”
    2 days ago by Brent Sheather
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