GoodReturns | NZ’s financial adviser news-item centre

EDRs: Here's how to protect yourself from churn claims

EDRs: Here's how to protect yourself from churn claims

Advisers must keep good records of their interactions with clients to protect themselves against allegations of churning business, dispute resolution services say.

Thu, Jul 27th 2017 08:56PM

Advisers should be whistle-blowers

Advisers should be whistle-blowers

Adviser complaints up 70pc

Adviser complaints up 70pc

Financial Advice NZ funding a work in progress

Financial Advice NZ funding a work in progress

FMA finds room for improvement

FMA finds room for improvement

2 min read

Robo exemption would clarify murkiness: FSF

Robo exemption would clarify murkiness: FSF

2 min read

FMA overstepping bounds: Weatherston

FMA overstepping bounds: Weatherston

4 min read

Peters wants spotlight on banks

Peters wants spotlight on banks

2 min read

Performance fees still need work: Morningstar

Performance fees still need work: Morningstar

3 min read

Request useful investor information, advisers told

Request useful investor information, advisers told

2 min read

More than 75% of advisers using ETFs

More than 75% of advisers using ETFs

2 min read

Getting to Know: Michael Naylor

Getting to Know: Michael Naylor

3 min read

ANZ launches scheme to help retain KiwiSaver clients

ANZ launches scheme to help retain KiwiSaver clients

3 min read

$2b tilting programme 'good example' for advisers

$2b tilting programme 'good example' for advisers

3 min read

Committee argues for level playing field for advisers

Committee argues for level playing field for advisers

2 min read

MBIE: Advisers will be consulted

MBIE: Advisers will be consulted

2 min read

Qualitative reports 'class advice'

Qualitative reports 'class advice'

2 min read

Bank battle costs sponsorship

Bank battle costs sponsorship

1 min read

Getting to Know: Simon Hassan

Getting to Know: Simon Hassan

4 min read

Call for consistent retirement savings target guidelines

Call for consistent retirement savings target guidelines

2 min read

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Susan Edmunds

Stories written by multiple reporters.

Followers will be emailed articles by Susan Edmunds