Articles tagged with 'Murray Weatherston'
Complaint levels show health of industry and market
14 January 2021 - The levels of resolved client complaints against financial service providers show that systems are working, but this could change with the tide of the markets, says Murray Weatherston.
[UPDATED] Full licensing rules finally released
6 November 2020 - The FMA has released the long-awaited standard conditions for the licensing of financial advice.
Back to the office on Thursday (if you want)
11 May 2020 - Advisers will probably get a boost from being able to return to face-to-face meetings with their clients from Thursday.
Code: That's all?
9 May 2019 - Financial Advice New Zealand is among voices critical of the long-awaited new code of conduct for financial advisers.
Advisers: Govt made right call on capital gains tax
18 April 2019 - Financial advisers say the decision not to implement a capital gains tax was the right one – but there may still be tax changes on the horizon for investors.
Claim associations silent as advisers become casualties
21 February 2019 - Associations are being told to be more openly vocal in their support for financial advisers.
Adviser: Should case manager make the call?
24 December 2018 - More information is needed about the case managers who consider complaints about financial advisers, one industry commentator says.
Financial advisers stuck in limbo
22 November 2018 - There seems to have been little action in the past year on the development of the new financial advice regime, one commentator says.
Code: From complex to simple
12 October 2018 - The working group developing a new code of conduct for financial advisers has taken heed of submissions made to it - but its new simplified draft still leaves some holes to be filled.
'Individual' licence suggestion causes concern
11 October 2018 - [UPDATED, ADDS FMA] Advisers are confused by a Financial Markets Authority directive that a financial advice provider under the new Financial Services Legislation Amendment Bill can be an individual or a business.
Code Working Group gets adviser input
25 July 2018 - The first meeting of the Code Working Group and adviser stakeholder group is being held today, aiming to inform the development of the new code of conduct for advisers.
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.
Dispute schemes: Fees are fair
12 February 2018 - Advisers are being told worries about their membership fees "subsidising" dispute schemes' other work are unfounded.
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?
Financial Advice NZ: Much ado about nothing?
29 September 2017 - It could be next year before the groundwork is fully laid for the new financial advisers’ association, pundits suggest.
Aussie robo provider wants to partner with Kiwi advisers
27 September 2017 - An Australian roboadvice platform is planning to enter the New Zealand market early next year and wants to work with local advisers.
Newpark stacks its board with well-known people
24 August 2017 - Newpark Group has appointed four business leaders to its board, to help design and implement the group’s future strategy.
