Three asset management firms weigh in on constructing a portfolio that matches a client’s values and goals.

Anna Schubert, formerly the head of IFA and Group at AIA NZ has started her own advice business - the second former AIA head to strike out on their own this year.

The new Financial Advice Code comes into effect on 1 November 2025, but veteran adviser and Certified Financial Planner Nigel Tate says its updates don’t go nearly far enough.

FMA chief executive Samantha Barrass unveiled the KiwiSaver Annual Report 2025 at the FSC Conference.

Wherever you look, there’s no escaping the AI conversation - and there was plenty of it at SIFA 2025.

Chief executive discusses the journey of PPS Mutual landing in New Zealand.

Former AIA NZ head Jack Newman is striking out on his own and has launched Lucid Advice, a Hillcrest-based firm focusing on life, health, personal and business insurance.

The former chair is stepping down in line with board renewal policy

Chubb Life paid 96% of all claims received in 2024. Cancer was the leading cause for life (46%) and trauma (63%) claims, and musculoskeletal conditions dominated income protection claims.

For insurers, this year has been dominated by two conversations - affordability and AI. With customer expectations (and pain points) changing fast, insurers have to be quick to respond.

Chubb Life NZ CEO Paula ter Brake has wrapped up the Midwinter Connect series, where she met with over 800 advisers across 11 locations. The three-month nationwide tour began 24 days into her new role.

Chief underwriter Stephen Potter has left AIA NZ after six and a half years in the role.

Partners Life is committing "serious funding" to overhauling its operations over the next 12 to 24 months, following service failures that saw medical claims delays reach 21 days.

After years of neglecting the adviser market, the investment manager is going on the charm offensive.
 

The regulator is cracking down on financial advisers who target vulnerable consumers after seeing a rise in misconduct cases.

NMG Consulting has released insights from a study involving 162 advisers, representing over 20% of the country's new business market in 2024.