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Articles tagged with 'Fred Dodds'

Level five version two signed off

23 January 2019 - A new version of the New Zealand Certificate in Financial Services has been reviewed and signed off by the New Zealand Qualifications Authority.

[The Wrap] Feel good week; Celebrating success in financial services

1 September 2018 - Looking back over the past week there's a lot of good things to celebrate. Here's my wrap on the week that was.

Dodds helps old TFAS advisory group rebirth

31 August 2018 - The former TOWER Financial Advisory group is being reborn and Fred Dodds has returned to the group to help with the rebirth.

Advisers welcome more detailed projections

13 June 2018 - New Zealand's financial advice sector is cautiously optimistic about plans for KiwiSaver annual statements to show members what their projected balances could produce in income.

Dodds: Regulators 'attack on integrity'

24 May 2018 - Recent reports questioning financial adviser behaviour are an attack on the reputation and integrity of the industry, the head of the Institute of Financial Advisers says.

Protect advisers, select committee told

9 May 2018 - The select committee considering the Financial Services Legislation Amendment Bill has heard advisers’ concerns that the industry is being “deprofessionalised”.

Flight to big providers 'possible unintended consequence'

14 March 2018 - An option that will allow financial advice providers and their financial adviser or nominated representatives to achieve new competency requirements “in aggregate” could cause a flight to big dealer groups.

Financial Advice NZ CEO: Dodds vs Severn?

21 February 2018 - Chief executives of both the Institute of Financial Advisers and the Professional Advisers Association are putting their hands up to lead Financial Advice New Zealand.

Quality mark plan raises CFP questions

14 February 2018 - Advisers worried about how the CFP designation will fit in with Financial Advice NZ’s planned quality mark for advisers are being told to wait for more details.

Adviser numbers could drop 50%: Moore

8 February 2018 - A prediction that adviser numbers could halve over the coming years has been disputed by professional associations.

Advice bill faces year-long delay

30 November 2017 - New rules for financial advisers are likely to be delayed until the end of next year.

'Adviser cull' could hit NZ

7 October 2017 - New Zealand financial adviser numbers could fall by up to 60 per cent over the next seven years, it has been predicted.

Getting to Know: Toni Dodds

15 September 2017 - She's Fred's daughter, but don't hold that against Toni Dodds.

Under-active RFAs may drop out

29 August 2017 - A large number of advisers are not working full-time and may take the chance to drop out when new advice laws kick in.

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.

Industry demands details

23 August 2017 - The financial advice sector has been left puzzled by the role of nominated representatives in the new financial advice regime, how they will work for Financial Advice Providers, and how consumers might complain about them, should they need to.

Law changes an imperfect improvement

8 August 2017 - Changes made to the Financial Services Legislation Amendment Bill before it was introduced to Parliament have been welcomed by the financial advice sector - but some say they did not go far enough.

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.

Give advisers something to be proud of: Dodds

12 June 2017 - Financial advisers’ professional associations have a strong role to play in the industry now and in the future, the Institute of Financial Advisers chief executive says.

Budget could boost advice promotion: Dodds

25 May 2017 - The Government should stump up some money in this year’s Budget to promote financial advice, the chief executive of the Institute of Financial Advisers says.

Banks split on demand for personalised advice

16 February 2017 - [UPDATED] There are calls for more promotion of investment and retirement planning as a career, as a survey of banks reveals low numbers of advisers being hired.

Concerns raised over 'agent' classifcation

14 July 2016 - The suggestion that "agents" could soon be operating in the financial advice sector has some parts of the profession worried.

Advisers criticised for no-show

24 March 2016 - A low level of adviser turnout at recent roadshows has exasperated the Professional Advisers Association (PAA) chief executive.

Focus on what's important in 2016

30 December 2015 - Advice industry needs to start the new year on the right foot, writes Institute of Financial Advisers chief executive Fred Dodds.

Dodds: Higher requirement inevitable

18 May 2015 - New Zealand’s financial advice sector “seriously needs to wake up” to the need for degree-level qualifications, says the chief executive of the Institute of Financial Advisers.

FMA warns on bank notes

24 April 2015 - Consumers are being warned to make sure they know what they’re doing if they invest in bank capital notes.

Getting to know...Fred Dodds

13 March 2015 - Today we launch a new weekly feature where you get to meet some of the key people in your industry. The first in our Getting to Know series is none other than IFA chief executive Fred Dodds. 

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Full Rates Table | Compare Rates

Lender Flt 1yr 2yr 3yr
ANZ 5.19 4.19 4.25 4.49
ANZ Special - 3.69 3.75 3.99
ASB Bank 5.20 ▼4.25 ▼4.19 ▼4.39
ASB Bank Special - ▼3.75 ▼3.69 ▼3.89
BNZ - Classic - 3.69 3.75 3.99
BNZ - Mortgage One 5.90 - - -
BNZ - Rapid Repay 5.35 - - -
BNZ - Std, FlyBuys 5.30 4.45 4.35 4.55
BNZ - TotalMoney 5.30 - - -
Credit Union Auckland 5.95 - - -
Credit Union Baywide 6.15 4.95 4.95 -
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 4.80 4.95 -
Housing NZ Corp ▼5.19 ▼4.29 ▼4.29 ▲4.49
HSBC Premier 5.89 3.79 3.79 3.89
HSBC Premier LVR > 80% - - - -
HSBC Special - - - -
Lender Flt 1yr 2yr 3yr
ICBC 5.65 3.85 3.95 3.89
Kiwibank 5.80 ▼4.30 ▼4.40 4.74
Kiwibank - Capped - - - -
Kiwibank - Offset 5.15 - - -
Kiwibank Special - ▼3.55 ▼3.65 3.99
Liberty 5.69 - - -
Napier Building Society - - - -
Nelson Building Society 5.70 4.69 4.79 -
Resimac 5.30 4.86 4.14 4.19
RESIMAC Special - - - -
SBS Bank 5.29 4.85 5.05 5.49
Lender Flt 1yr 2yr 3yr
SBS Bank Special - 3.78 3.78 3.99
Sovereign ▼5.30 4.35 4.29 4.55
Sovereign Special - 3.85 3.75 4.05
The Co-operative Bank - Owner Occ 5.15 3.79 3.84 3.99
The Co-operative Bank - Standard 5.15 4.29 4.34 4.49
TSB Bank ▲6.09 ▲4.65 ▲4.59 ▲4.85
TSB Special 5.29 ▼3.85 ▼3.79 4.05
Wairarapa Building Society 5.70 4.85 4.99 -
Westpac 5.34 4.69 4.79 5.19
Westpac - Offset 5.34 - - -
Westpac Special - ▼3.69 ▼3.75 ▼3.99
Median 5.50 4.29 4.25 4.19

Last updated: 16 August 2019 8:50am

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

Upfront 40% + trail 20%

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Upfront 60% + trail 20%

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