Despite numerous submissions, only minor changes have been made to the Brightline rules by Parliament’s Finance and Expenditure Committee when reporting back on the Taxation and Remedial Matters Bill.

Milford has appointed a new business development manager to its Intermediary team.

By Kelvin Davidson, CoreLogic Chief Property Economist

Magellan continues to see big fund outflows following CIO and former chairman Hamish Douglass’ decision to take medical leave.

Chris Coon, the actuary credited with changing the landscape of the insurance industry in New Zealand, has died after a long illness.

Pie Funds founder and chief executive Mike Taylor has rejoined the firm's investment team on a full-time basis.

Financial advisers wanting to gain their NZQA in Financial Services (Level 5) will now be able to study through on-the-job training at Strategi Institute which has been approved as a receiving organisation.

Clients of disgraced financial planner Barry Kloogh are only likely to get back 2.5c for every dollar invested.

The Financial Services Council has provided another guide for financial advisers.

Fidelity Life has a new podcast series designed to help advisers build high performing businesses and drive great customer outcomes.

The Adviser Platform is offering to do client phone calls for advisers.

FSLAA on the one hand and low interest rates on the other is driving a K-shaped market for client bases. FSLAA implementation will push down values for client bases at the bottom end of the market while leaving the market for medium and large sized client bases firmly in the grip of wider market fundamentals.