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Articles tagged with 'Strategi'

Colleges prepare for student influx

9 November 2018 - Training institutions are readying themselves for an influx of advisers needing to attain the level five certificate in financial services.

AML break for RFAs

29 June 2018 - Registered financial advisers have been given anti-money laundering relief.

Read takes GM role

15 May 2018 - IDS founder Barry Read is taking a job as general manager of an advisory firm, three months after his firm joined forces with Strategi.

Read takes GM role

15 May 2018 - IDS founder Barry Read is taking a job as general manager of an advisory firm, three months after his firm joined forces with Strategi.

Education providers: Proposals a backwards step

28 March 2018 - Education providers are not happy with qualification and competence proposals offered up by the Code Working Group.

Barry Read's IDS to merge with Strategi

16 February 2018 - [UPDATED] Two companies offering compliance to advisers, Strategi and IDS, have agreed to merge their businesses under one brand.

Strategi and IDS merge

16 February 2018 - Two companies offering compliance to advisers have agreed to merge their businesses.

Newpark paying for members to do Level 5 papers

22 September 2017 - Dealer group Newpark is encouraging its members to complete the Level Five insurance papers and it will pay for the training.

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.

Qualitative reports 'class advice'

10 July 2017 - Research provider FundSource will be able to deliver its reports direct to retail investors, now that they are classified as financial advice.

Diversified battle continues

15 July 2016 - The sale of Diversified Investment Strategies Ltd (DISL) occurred for lower than the market rate and with greater risk for the vendors, according to an industry expert.

Fewer than 1000 complete level 5

21 April 2016 - Tens of thousands of registered financial advisers will have to head to the classroom if the Financial Advisers Act brings in a compulsory level five qualification for all, New Zealand Qualifications Authority data shows.

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Latest Comments
  • Rough start to the year
    “Totally agree with JP. How the FMA has the audacity to allow this fraudulent bank system to carry on is staggering. So...”
    13 hours ago by RichardM
  • Rough start to the year
    “If anyone ever nabs me - slagging off the banks (or any competitor) they are justifiably welcome to publicly call me a self-centered...”
    14 hours ago by Paul J Burns
  • Concerns KiwiSaver bill could be stopped
    “Cui Bono? I have to wonder whether children's access to Kiwisaver is a policy that will save mankind. I know the bil...”
    16 hours ago by Murray Weatherston
  • Sum-insured remuneration model progressed
    “Still doesnt rebut my points. In fact, if the quality of the advice is in the eye of the beholder, then the poacher's opinion...”
    18 hours ago by Dirty Harry
  • Rough start to the year
    “Nothing more be said here, absolutely bang on JP. This article needs to be spread far and wide, maybe an industry body could...”
    18 hours ago by First Time Caller
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Mortgage Rates Table

Full Rates Table | Compare Rates

Lender Flt 1yr 2yr 3yr
ANZ 5.79 4.55 4.79 4.99
ANZ Special - 4.05 4.29 4.49
ASB Bank 5.80 4.45 4.69 4.89
ASB Bank Special - 4.05 4.29 4.49
BNZ - Mortgage One 6.50 - - -
BNZ - Rapid Repay 5.95 - - -
BNZ - Special - 4.05 4.29 4.49
BNZ - Std, FlyBuys 5.90 4.69 4.79 4.99
BNZ - TotalMoney 5.90 - - -
Credit Union Auckland 6.70 - - -
Credit Union Baywide 6.15 5.20 5.25 -
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 4.70 4.85 -
Housing NZ Corp 5.80 4.69 4.79 4.79
HSBC Premier 5.89 3.99 4.19 4.69
HSBC Premier LVR > 80% - - - -
HSBC Special - 3.95 3.95 3.95
Lender Flt 1yr 2yr 3yr
ICBC 5.80 4.59 4.69 5.09
Kiwibank 5.80 4.80 4.94 5.24
Kiwibank - Capped - - - -
Kiwibank - Offset 5.80 - - -
Kiwibank Special - 4.05 4.19 4.49
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 - - - -
SBS Bank 5.89 4.85 5.05 5.49
Lender Flt 1yr 2yr 3yr
SBS Bank Special - 4.05 4.29 4.49
Sovereign 5.90 4.45 4.69 4.89
Sovereign Special - 4.05 4.29 4.49
The Co-operative Bank - Owner Occ 5.75 4.10 4.29 4.49
The Co-operative Bank - Standard 5.75 4.00 4.79 4.99
TSB Bank 5.80 4.55 4.69 4.99
TSB Special - 4.05 4.19 4.49
Wairarapa Building Society 5.70 4.85 4.99 -
Westpac 5.95 4.69 4.79 5.19
Westpac - Offset 5.95 - - -
Westpac Special - 3.99 4.29 4.59
Median 5.89 4.50 4.69 4.84

Last updated: 11 February 2019 10:01am

News Quiz

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%

Upfront 60% + trail 10%

Upfront 60% + trail 20%

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