Peer-to-peer investors should seek advice on their tax obligations before they start investing, Inland Revenue says.

Most insurers grew their books in the December 2015 quarter, new data shows.

Low interest rates on offer from the four main banks’ cash PIE funds are likely an indication of the tough times for people surviving on money in the bank, one commentator says.

Low interest rates on offer from the four main banks’ cash PIE funds are likely just an indication of the tough times for people surviving on money in the bank, one commentator says.

There is concern that changes to the Code of Professional Conduct for Authorised Financial Advisers, due to take effect this year, may have slipped under the radar for AFAs amid the bigger review of the Financial Advisers Act.

Retirement Commissioner Diane Maxwell says getting the public on side is the most important aspect of developing retirement income policy.

Harmoney investors say they have been surprised to see realised annual returns (RAR) reported for their portfolios that are lower than the previously-reported forecast annual return (FAR).

Advisers are getting caught up in clients' hopes of making money trading forex and may be missing out on returns as a result, it has been claimed.

Discussions are under way about a new professional body to represent insurers who distribute via independent financial advisers (IFAs).

Advisers who have signed up to distribute the new Lifetime Income Fund variable annuity are mostly running financial planning-style businesses with long-term relationships with their clients, the Retirement Income Group (RIG) says.

Investigations continue into two possible referrals to the Financial Advisers Disciplinary Committee.

A new guaranteed-acceptance life insurance product is likely become available to more financial advisers from the end of next month.

New Zealand's equity market has not yet dropped enough to find much value and may weather a stock market storm this year without too much trouble, commentators say.

Workplaces may be the key to engaging future generations of financial advice clients.

Confusion in the pension transfer market is leading to a drop in demand, one provider says.

It should get easier to provide limited advice to clients under changes to the Code of Conduct for Financial Advisers.