Advice firms planning to apply for a license as a financial advice provider may need to think twice before they adopt a model that relies on nominated representatives.

Eighteen months after leaving dealer group NZFSG, Cameron Marcroft has been named new mortgage adviser of the year. Here's his story.

Advice is important to make sure New Zealanders get the most out of KiwiSaver, the country’s biggest provider says – but it suggests much of it should be supplied free.

Mike Pero Mortgages is taking one of its former franchise owners back to the High Court to try to get an order that he has acted in contempt of court.

nib recently made an important change which may affect how your clients choose their healthcare providers.

New Zealanders will soon have the option of asking their financial advisers to help them manage money they want to donate to charity.

Asteron Life has reviewed its processes and introduced new controls after being hit by a fraudulent life insurance claim.

One of Heathcote Investment Partners’ key people is moving on.

Kiwibank’s profit has tumbled more than 50%, largely due to an impairment charge relating to an IT project that may fail to keep up with the pace of customer behaviour change.

Private equity company Direct Capital takes a stake in Complectus, which owns Perpetual Guardian and other trustee firms.

Private wealth advisory firm Hobson Wealth Partners has made a trio of senior appointments across the business.

There were some surprises in the Fund Source Fund Manager of the year awards which where handed out in Auckland last night.