The Financial Markets Authority was told its early draft of a conduct guide for market participants was both too prescriptive, and not prescriptive enough.

Consilium Platform has added another wealth management firm, with $375 million under management, to its client base.

A key figure at Fidelity Life has turned down the opportunity to throw his hat in the ring for new role and is moving on, as the company restructures.

KiwiSaver provider Simplicity's managing director Sam Stubbs says his funds' first reported performance data are like "winning a bronze medal in your first event" despite a poor showing from its conservative fund.

Authorised financial advisers are being told that the Financial Markets Authority's conduct guide, released today, does not alter in any way the Code of Conduct that financial advisers already practise under.

There is a warning that “Trumpflation” could be a problem for retirees who are trying to live off accumulated capital.

We are falling behind internationally, argues Simon Papa.

Citizens Brokerage, an Auckland-based law firm, has become a peer-to-peer lender, offering loans on residential property.

A new adviser has joined the ranks of Plus4 Insurance Solutions (Plus4). 

Financial Advice New Zealand’s role in providing consumer education and information will be one of the most important topics to be discussed at an upcoming series of forums, the PAA’s president says.