What impact has the FMA's Guidance Note: Limited Personalised Advice published in December had on how advisers handle lower value clients?

Aside from CPD changes, the most distinct change in the new Code of Professional Conduct for AFAs is to prioritise the "client first" rule. We asked advisers what this means in day-to-day business.

Communicating with clients is one of an adviser's most important responsibilities. In the modern world, the options of how to do this are many. What works?

financialalert asked the heads of four financial adviser bodies about their plans for 2014, and what they will have on offer for advisers in the coming months.

Those financialalert spoke to nominated a variety of issues for our annual "the good, the bad and the ugly" roundup - and for what advisers should be doing over the break to prepare for 2014.

Come Christmas, there will no longer be any annuity product providers in New Zealand. Fidelity is pulling out, citing lack of demand. But a new player is hoping to set up in 2014.

Across the ditch, Australia's Productivity Commission has recommended a jump in the entitlement age for superannuation to 70. We spoke to Kiwi academics and financial advisers about the likely future of NZ Super.

Why bother to get your CFP designation when AFA is the regulator's standard? Simple - 68% of CFP professionals generate higher revenues than those without certification.

The Code Committee is currently reviewing final submissions on proposed changes to the Code of Professional Conduct for Authorised Financial Advisers. Structured Continuing Professional Development is shaping up as the hot potato, with the way in which advisers are accredited CPD hours set to change significantly.

In this second of our two-part feature on ageing and how advisers need to adapt for this growing client base, we take a closer look at the personal and demographic effects.

By 2031, 32% of the population will be 55 or over. Last month's second annual Finology Conference showed advisers just how complicated the ageing process is and how to adapt their service for this growing client base.

A myriad of firms, institutions and individuals took part in the recent Money Week 2013. We talked with some of those involved to see where Kiwis are at in terms of financial literacy, money management and seeking financial advice.

With the deadline passed for submissions on the proposed changes to the Code of Professional Conduct for AFAs, we asked the Code Committee Chair and some of those who made submissions, what their view is of the proposed changes.

As people get older and live longer, mature and elderly clients are starting to make up a larger part of advisers' client bases - and they bring a lot more issues than just their finances.

As of 1 July, anyone who has permanently immigrated between Australia and New Zealand can transfer their retirement savings to their new homeland. But it's not a simple like-for-like swap and it's already had its problems.

Two years since inception, the FMA's CEO will leave after he finishes his minimum contract period in October. We asked industry bodies, advisers and the FMA for their views on how the regulator has done its job over the period.

Finding the right person to join your financial advisory business can be tough. financialalert spoke with various sized advisory firms about their approach to taking on new advisers.

This week, the FMA announced that three advisers are being brought before the Financial Advisers Disciplinary Committee (FADC). We asked what happens with disputes and what PI cover is appropriate.

From today, advisers must comply with the Anti-Money Laundering and Countering Financing of Terrorism Act of 2009. We spoke to the regulators and advisers about what that really entails.

Churning of KiwiSaver accounts has many financial advisers up in arms over alleged unethical and potentially illegal tactics by large financial institutions.