Expectations on DIMS providers are tipped to be an indication of how the Financial Markets Authority wants all investments managed.

New rules require many family trusts to register with United States authorities if they want to use managed funds or discretionary investment management services.

Mosaic, the company backing  online insurance offer Volo, has sold a licence for its platform and products to an Australian operator.

Government is unlikely to consider commission restrictions along the lines of those imposed in Australia, the Commerce Minister says.

Concerns have been raised that the departure of Goldman Sachs and Deutsche Bank from New Zealand could affect the quality of research on offer to fund managers here.

New retirement spending guidelines are being touted as a useful tool for advisers to help their clients work out how much they needed to save for their retirements.

Sorted could act as a conduit to help match advisers with clients looking for their help.

Insurers need to get better at explaining the value of their products to clients, AMP’s general manager of investments and insurance says.

Insurance companies should cut their commission payments to advisers to enable them to compete more effectively with bank insurance channels, it has been claimed.

Advisers are being told they were right to warn their clients about market volatility earlier this year, even if it proved to be short-lived.

There probably aren't many people who would want to be in the Financial Services Council's shoes right now.

Advisers are interested in the option of offering  a fee-based service to clients they place with New Zeaqland Income Guarantee (NZIG).

[UPDATED] AMP and Sovereign have confirmed they have resigned from the FSC.

Advisers say increased paperwork demands on discretionary investment management services (DIMS) providers are confusing their clients.

[UPDATED] Advisers have been "totally out-manoeuvred" by banks when it comes to KiwiSaver, an investment analyst says.

Squirrel Money has opened for business and is promising market-beating personal loan rates.