GoodReturns

Life advisers need to actively review legacy policies

Life advisers need to actively review legacy policies

Life insurance advisers who choose not to review legacy policies are opening themselves up to censure by the regulator, the Financial Markets Authority, Compliance Refinery director Steven Burgess told a Quotemonster roadshow event in Lower Hutt.

Wed, Aug 14th 2024 10:14AM

Fidelity survey: most Kiwis haven't consulted an adviser

Fidelity survey: most Kiwis haven't consulted an adviser

Level 5 certificate to remain the minimum requirement for advisers

Level 5 certificate to remain the minimum requirement for advisers

Fictional fund manager accounts

Fictional fund manager accounts

Devon and Generate join other managers in having a better year

Devon and Generate join other managers in having a better year

1 min read

Better year for Milford

Better year for Milford

2 min read

Are financial markets too complacent about geopolitical risks?

Are financial markets too complacent about geopolitical risks?

2 min read

Passive approach pays off for Simplicity's KiwiSaver investors

Passive approach pays off for Simplicity's KiwiSaver investors

3 min read

Financial Services Federation targets mortgage advisers as affiliate members

Financial Services Federation targets mortgage advisers as affiliate members

2 min read

Salt goes lighter on NZ equities in both growth and income funds

Salt goes lighter on NZ equities in both growth and income funds

2 min read

Flint Wealth investment platform forced to close

Flint Wealth investment platform forced to close

3 min read

Perpetual changes bathwater at Castle Point

Perpetual changes bathwater at Castle Point

3 min read

KiwiSaver highly competitive with much larger Aussie and British peers

KiwiSaver highly competitive with much larger Aussie and British peers

3 min read

Another lean year for Salt, Mint and NZ Funds Management

Another lean year for Salt, Mint and NZ Funds Management

2 min read

Treasury outlines likely costs of financial institution failures

Treasury outlines likely costs of financial institution failures

3 min read

Graeme Lindsay: death of a life industry stalwart

Graeme Lindsay: death of a life industry stalwart

7 min read

FANZ: all life insurance contracts should be consumer contracts

FANZ: all life insurance contracts should be consumer contracts

3 min read

FAMNZ to ComCom: don't fix what ain't broke

FAMNZ to ComCom: don't fix what ain't broke

3 min read

ANZ says it doesn't discriminate against mortgage advisers

ANZ says it doesn't discriminate against mortgage advisers

3 min read

PG parts ways with Castle Point founder Richard Stubbs

PG parts ways with Castle Point founder Richard Stubbs

3 min read

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Jenny Ruth

Stories written by multiple reporters.

Followers will be emailed articles by Jenny Ruth