NZX head of exchange products and FundSource boss Sam Stanley has confirmed he is standing down from his role but says the move was not prompted by the research house’s recent decision to drop qualitative research.

Some KiwiSaver providers are incorrectly indicating the risk category of their funds, new research shows.

The NZ Super Fund says suspension rather than termination of Milford Asset Management’s  mandate was the appropriate action for it to take.

Advisers may face a difficult discussion with clients this year as they seek to rebalance portfolios.

The Insurance and Savings Ombudsman scheme is planning a name change.

FMA is chasing up errant authorised financial advisers who have not filed their information returns.

A universal life insurance application form is a step closer after one insurer’s announcement that it will accept some applications using competitors’ forms.

Financial advice offered to whole households or communities would have more of a lasting impact, new research suggests.

Capacity constraints are a looming issue for the KiwiSaver market to contend with as it grows, research house Morningstar says.

Data collected from last year’s first round of information returns by authorised financial advisers shows how diverse the industry is and will help target monitoring activity, the FMA says.

FMA is surveying advisers who are currently authorised to provide DIMS, to determine what action they plan to take after next month.

Good financial advisers are hard to find, according to a new recruitment survey.

A company that offers to sort out contentious insurance claims says it can provide a boost of up to 8% to a financial adviser’s bottom line.

Advisers are worried new reporting requirements for wrap providers may be confusing their clients.

Insurers could be given online automatic access to clients’ medical records, to avoid issues of non-disclosure, an industry commentator has suggested.
 

NZIER is to launch a tool that will help financial advisers with asset allocation questions.