GoodReturns | NZ’s financial adviser news-item centre

FMA calls out industry over ethical claims

Investors hunt for ethical funds but are blinded by jargon and take investment advice from friends, FMA survey finds

Jenni McManus

Thu, Jul 28th 2022 07:53AM

How the FMA says it’s helping advisers to comply with the licensing regime

Harbour Asset Management publishes first annual sustainability report

FMA ups the ante on value-for-money project, won’t back down on original guidance

FMA reveals a plan and timeframe for COFI licensing

FMA plans to crack down on greenwashing

More homework from the FMA for those offering investment advice

Fisher sells Master Trust business to Lifetime

[The Wrap] The redemption of Moses

Conduct laws finally real

Controversial and coming soon, but how broad is COFI’s reach?

Pathfinder big winner

Advisers face steeper PI premiums, free run-off cover disappears

FMA sets its sights on cyber security: a new to-do list for embattled financial services providers

New Code Committee members finally revealed

COFI bill plans further crackdown on sales incentives

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