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Articles tagged with 'AFA'

Roboadvice green light 'better late than never'

17 November 2017 - Work is progressing on the exemption that will allow personalised roboadvice, or digital advice, in New Zealand. But one law firm says it's a case of "better late than never".

Advisers could do better by women: AMP

13 November 2017 - Financial advisers could do more to boost the confidence of women accessing their services, AMP Financial Services general manager of advice and sales Therese Singleton says.

Quality mark questions

9 November 2017 - A quality mark system is coming - but what will it mean, and how will it fit with the CFP designation?

New code's wider scope helps advisers: Chairman

19 October 2017 - 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.

FMA fast-tracks roboadvice

18 October 2017 - 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.

Getting to Know: Murray Harris

29 September 2017 - Murray Harris says financial advice is about much more than money and investments. But his time with the world's super-wealthy has given him added appreciation of both.

Deadline looms for information returns

28 September 2017 - Authorised financial advisers have until the end of this week to file their annual information returns – but there’s scepticism about what the exercise provides.

Getting to Know: Reagan Bax

25 August 2017 - Is Reagan Bax, brother of model Kylie Bax, the only member of the NZ financial advice sector to have played golf with Donald Trump?

Adviser wants 'gold standard' for industry

25 August 2017 - A financial adviser with trans-Tasman experience says New Zealand advisers are subject to insufficient regulation, compared to their Australian counterparts.

No fine for QROPS adviser who breached code

23 August 2017 - A financial adviser has been censured and ordered to operate under supervision for at least six months after being found to have breached the code of conduct.

QFEs get licensing head-start

15 August 2017 - Dealer groups and adviser networks may opt for financial advice provider status (FAP) under the new legislation, but it is expected to be an easier transition for existing qualifying financial entities (QFEs).

Dale-Jones happy with Code Working Group

9 August 2017 - The chairman of the Code Working Group, Angus Dale-Jones, responds to criticism of the make up of the group and also outlines its plans.

Dale-Jones: Judge us on our transparency

9 August 2017 - The chairman of the working group set up to develop a new industry code of conduct has deflected criticism of a lack of adviser involvement.

Milestone day for financial advice in New Zealand

3 August 2017 - A new bill to replace the Financial Advisers Act was to be introduced on Thursday, Commerce Minister Jacqui Dean announced at the National Advisers Conference.

Milestone day for financial advice in New Zealand

3 August 2017 - A new bill to replace the Financial Advisers Act was to be introduced on Thursday, Commerce Minister Jacqui Dean announced at the National Advisers Conference.

Advisers should be whistle-blowers

27 July 2017 - Advisers are blowing the whistle on each other – and industry commentators say that’s to be encouraged.

Lack of adviser voice 'scary'

19 July 2017 - Mike Newton, of advice firm Newton Ross, told Good Returns it was scary that none of the nine people chosen to develop the new code were financial advisers.

Review a resounding win for the 'big end of town'

19 July 2017 - Murray Weatherston, a founding member of SIFA, talks to us about the Financial Adviser Review Act, where it’s going and some of his thoughts on it.

Committee argues for level playing field for advisers

12 July 2017 - Moves to allow roboadvice must ensure that providers are held to the same standards as authorised financial advisers, the Code Committee says.

MBIE: Advisers will be consulted

11 July 2017 - The Ministry of Business, Innovation and Employment has responded to adviser concerns about a lack of an independent advice practitioner in the working group that will develop the new code of conduct for the sector.

FMA rules could stop KiwiSaver robo before it starts

6 July 2017 - Plans that would allow roboadvice to enter the New Zealand market as early as next year may stop KiwiSaver providers getting involved.

New AML classification for financial advisers - what changes?

5 July 2017 - Advisers have had their AML risk assessment downgraded but don’t expect that to translate into any lesser regulatory requirements.

FMA warns code changes must be adopted within months

15 November 2016 - Advisers must have their business practices updated in line with the new Code of Conduct requirements by March 1, the Financial Markets Authority has warned.

Information returns due

19 September 2016 - The prospect that the AFA designation will soon be removed does not allow advisers to skimp on filling out this year’s information returns. The AFA information...

Advisers 'must shake off product ties'

10 August 2016 - Advisers are being told they must find a way to disconnect the advice they give from the sale of products - as new statistics show the bulk of AFAs are still largely paid by commission.

Adviser numbers drop

4 August 2016 - The number of New Zealanders accessing financial advice is growing, but not fast enough for the Financial Markets Authority's liking.

Building a new advice process – Start With A Question

28 June 2016 - Just say for a moment that one of the outcomes of the Financial Advisers Act Review is that most RFAs will have to meet the requirements of the AFA Code of Practice.

New adviser association - yes, no, maybe?

17 June 2016 - Mortgage advisers have been asked what they thought about the idea of a new association to represent all the various disciplines. Here's what people are...

Scam email targets finance sector

14 June 2016 - If you get an email purporting to be from the Reserve Bank, asking you to click a link to view “new transaction guidelines”, ignore it. RBNZ is warning...

[EXCLUSIVE] Banks capture most new AFAs

3 June 2016 - Research by Good Returns and ASSET Magazine shows the biggest proportion of new AFAs in the past couple of years have ended up in banks.

Adviser helps train up new AFAs

2 June 2016 - One financial adviser is doing his bit to help boost the number of AFAs in New Zealand.

[VIDEO] Paul Fuller tells mortgage advisers what life's like as an AFA

9 April 2016 - In this video one of New Zealand's top mortgage advisers, Paul Fuller,  talks about giving mortgage advice as an AFA.

Squirrel offer open

4 April 2016 - Squirrel’s equity crowdfunding offer has been made open to the public. It had previously been available via Snowball Effect only to Squirrel’s database...

Where is the line for 'disrepute', IFA asks

1 April 2016 - The Institute of Financial Advisers wants more clarity around authorised financial advisers’ obligation not to bring the industry into disrepute.

Advisers slow to file renewals

23 March 2016 - Three authorised financial advisers (AFAs) have opted not to renew their authorisations since they fell due but many are leaving it too late to get their applications in, the Financial Markets Authority (FMA) says.

Adviser career path needed

22 December 2015 - Some major changes will have to happen to New Zealand’s financial advice sector if it is to follow the United States’ lead and grow, commentators say.

AFA market loses more than 100 advisers in a year

3 September 2015 - UPDATED There are concerns that the number of new AFAs being authorised by the Financial Markets Authority is not keeping up with the number who are terminating their authorisation.

Defence Force seeks AFAs

18 May 2015 - The New Zealand Defence Force wants financial advisers. It has put out a request for proposals via the Government’s Gets website, which promotes available...

Principles approach to FAA review likely

27 February 2015 - Advice accessibility and suitability, as well as issues of conflict of interest, are likely to be top of the list to address as the Financial Advisers Act is put up for review, a regulation expert says.

Where are the financial advisers?

26 February 2015 - One of the country’s biggest banks is having trouble recruiting financial advisers.

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  • FMA pushes net returns over fees debate
    “Brent, You have said in the past you think that large pension funds are the best at investment decision-making. So...”
    7 hours ago by doomben
  • FMA pushes net returns over fees debate
    “I definitely agree with Brent here, and to quote one of my Morningstar colleagues believe the data "presents a false relationship...”
    8 hours ago by cdouglas
  • FMA pushes net returns over fees debate
    “Net performance over a short period of 10 years will throw up all sorts of nonsensical results. It does reinforce a chase...”
    12 hours ago by Steven Popodopolus
  • Stop filling out forms for clients: IFSO
    “Totally agree and especially applies to health declarations, as well as financial statements. Advisers can never presume...”
    13 hours ago by Referee
  • FMA pushes net returns over fees debate
    “Hi Doomben It seems silly to me for the following reasons: Firstly, your “burn client money” example is a classic...”
    13 hours ago by Brent Sheather
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Full Rates Table | Compare Rates

Lender Flt 1yr 2yr 3yr
ANZ 5.79 ▼4.95 ▼5.15 5.49
ANZ Special - ▼4.45 ▼4.65 4.99
ASB Bank 5.80 4.75 4.99 5.29
ASB Bank Special - 4.39 4.69 4.99
BNZ - Mortgage One 6.50 - - -
BNZ - Rapid Repay 5.95 - - -
BNZ - Special - 4.59 4.69 4.99
BNZ - Std, FlyBuys 5.90 4.99 5.29 5.59
BNZ - TotalMoney 5.90 - - -
Credit Union Auckland 6.70 - - -
Credit Union Baywide 6.15 5.45 5.50 -
Lender Flt 1yr 2yr 3yr
Credit Union North 6.45 - - -
Credit Union South 6.45 - - -
Finance Direct - - - -
First Credit Union 5.85 - - -
Heartland 6.70 7.00 7.25 7.85
Heartland Bank - Online - - - -
Heretaunga Building Society 5.75 5.00 5.20 -
Housing NZ Corp 5.79 4.75 4.99 5.29
HSBC Premier 5.79 4.19 4.29 4.89
HSBC Premier LVR > 80% - - - -
HSBC Special - - - -
Lender Flt 1yr 2yr 3yr
ICBC 5.80 4.59 4.69 5.09
Kiwibank 5.80 4.95 5.15 5.49
Kiwibank - Capped - - - -
Kiwibank - Offset 5.80 - - -
Kiwibank Special - 4.55 4.65 4.99
Liberty 5.69 - - -
Napier Building Society - - - -
Nelson Building Society 6.10 5.10 5.45 -
Resimac 5.30 4.86 4.94 5.30
RESIMAC Special 5.00 - 4.75 -
SBS Bank 5.89 4.99 5.19 5.49
Lender Flt 1yr 2yr 3yr
SBS Bank Special - 4.59 4.69 4.99
Sovereign 5.90 4.75 4.99 5.29
Sovereign Special - 4.39 4.69 4.99
The Co-operative Bank - Owner Occ 5.75 4.55 4.69 4.99
The Co-operative Bank - Standard 5.75 5.05 5.19 5.49
TSB Bank 5.80 4.80 5.15 5.45
TSB Special - 4.55 4.69 4.79
Wairarapa Building Society 5.70 4.85 4.99 -
Westpac 5.95 4.99 5.19 5.44
Westpac - Capped rates - 5.26 5.36 -
Westpac - Offset 5.95 - - -
Lender Flt 1yr 2yr 3yr
Westpac Special - 4.59 4.69 4.94
Median 5.82 4.78 4.99 5.29

Last updated: 15 November 2017 9:40am

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The maximum remuneration model for Australian life insurance advisers is to be set at what?

Upfront 40% + trail 20%

Upfront 50% + trail 10%

Upfront 50% + trail 20%

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Upfront 60% + trail 20%

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