Financial Advice NZ Welcomes FMA Decision On PI Insurance
The FMA's decision not to impose a requirement for financial advisers to hold professional indemnity (PI) insurance has been welcomed by Financial Advice NZ.
When...
FMA Rules Out Requirement For Professional Indemnity Insurance
The FMA has released its final standard conditions for a full Financial Advice Provider (FAP) licence, dropped its proposed requirement for advisers to have...
FMA’s Guide To Applying For A Full Licence
A guide on how financial advisers can apply for a full licence under the incoming financial advice regime is to be released by the...
FMA Ready To ‘Recognise’ Aussie Adviser Qualifications
The FMA is proposing to 'recognise' Australian financial adviser qualifications so they can work in New Zealand from 15 March next year – without...
Call To Insurers To Get The Basics Right
Do the basics well was one of the key messages from the industry regulator to insurers and advisers during this month's Generations conference organised...
Free Privacy Act 2020 Seminars
If the requirements of the Privacy Act 2020, which becomes law on 1 December, are still a mystery to you then separate seminars from...
Poll Result: ‘Fees-For-Service’ Model Draws Moderate Support
Results from our latest poll appear to show that a quarter of financial advisers are considering billing new clients for the help they provide.
Last...
Guide To Financial Disclosure Obligations Released
Cygnus Law has published a guide to help financial advisers understand their obligations under the disclosure rules that will apply from 15 March next...
New Poll: Will You Charge New Clients For Advice?
This week we reported on two financial advice firms which operate in different ways (see: Charging For Advice Raised At Bounce Conference).
PH Wealth charges...