GoodReturns | NZ’s financial adviser news-item centre

FMA issues first report card on AFAs

Authorised Financial Advisers have shown good ethics but need to work on their record-keeping and ensuring personalised advice is suitable for the client, the Financial Markets Authority says.

Niko Kloeten

Fri, Jul 13th 2012 10:25AM

[Weekly wrap] Room for improvement

3 min read

BNZ's private banking completes makeover

2 min read

Perpetual freezes mortgage fund

2 min read

Low-cost advice plan faces hurdles

2 min read

Adviser lawsuit drought not all good news

2 min read

More changes at OnePath predicted

2 min read

News Round Up: July 9

3 min read

Risk profiling ‘astrology’ fails clients

2 min read

[Weekly wrap] Crossing the Tasman

3 min read

RFA decries KiwiSaver 'scaremongering'

2 min read

Guardian Trust looks to recruit more AFAs

2 min read

FMA targets Perpetual over $25 million loan

2 min read

TNP launches share scheme for advisers

2 min read

News round-up: July 2

3 min read

Financial planning not yet a profession

2 min read

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