Another KiwiSaver scheme joins the market

Consilium is launching an own brand KiwiSaver to sit alongside its premium KiwiWrap scheme.

The new Evidential KiwiSaver scheme gives advisers a series of model portfolios to use with clients while advisers using KiwiWrap can construct custom portfolios for clients from an extensive menu of funds and securities.

Consilium managing director Scott Alman says unlike many traditional KiwiSaver providers Evidential is built on "academic research and financial science, rather than speculation ...MORE»

Elevation Capital joins forces with Blackbull analyst Eden Bradfield Wednesday, April 16th, 8:28AM Elevation Capital founder Chris Swasbrook is expecting that the huge following Blackbull Markets analyst Eden Bradfield has built up will be instrumental in helping to grow the size of his firm’s funds under management, currently $175 million. MORE»

Non-banks may offer lower rates under deposit insurance scheme Tuesday, April 15th, 8:22AM A soon-to-be-introduced deposit insurance scheme – one of the largest changes to New Zealand’s financial system in some time – will offer greater protection to Kiwi investors, but could see deposit interest rates fall significantly, according to a new report. MORE»

[Opinion] Life advisers need a mindset change: away from ‘we sell’ to ‘we advise’.

Opinion: Selling is essential in life insurance, but as necessary as it is, it must now be accompanied by suitable advice. We live in a new advice environment – changes are likely needed from what we did before because there are several new expectations.

Opinion:  Selling is essential in life insurance, but as necessary as it is, it must now be accompanied by suitable advice. We live in a new advice environment – changes are likely needed from what we did before because there are several new expectations.



Advisers must be competent enough to give advice with due care diligence, skill and competence – advisers must know their stuff!

Clients ...MORE»

Data privacy and accuracy top AI fears Friday, April 11th, 8:18AM A snapshot of AI use by financial planners globally has found more than half are using it in their businesses despite sharing some of the common concerns with other professions about the rapid technological shift. MORE»

Volatility and Illiquidity to become KiwiSaver norm Thursday, April 10th, 6:08AM Advisers will need to do plenty of client hand-holding as balances increasingly battle volatility and managers delve into more illiquid assets, according to research house Morningstar. MORE»

News Bites

TA Associates deal to buy Craigs stake clears hurdles

Craigs Investment Partners shareholder have approved a proposal to sell a 50% share in the company to global private equity firm TA Associates. MORE»

GoodReturns TV

[GRTV] Antipodes portfolio manager discusses emerging markets fund's potential amid volatility

Antipodes Portfolio Manager John Stavliotis discusses the opportunities in emerging markets, their strong growth potential and diversification benefits.  MORE»

Economic vandalism

With Donald Trump having delivered a seismic shock to world trade, and then “back-flipped,” the benefit of a adopting a “cool head” has never been more apparent. MORE»

Sponsored by:

Explaining Non-Pharmac medicines coverage

MORE»

TMM Online

More OCR cuts on the cards later this year

ANZ is adding two more OCR cuts to its economic forecast after next month’s expected drop to  3.25%. MORE»

Sponsored by:

Generate promotes one of its distribution team

Generate appoints Marc Grigg as national investment distribution manager. MORE»

Sponsored by:

Volatility and Illiquidity to become KiwiSaver norm

Advisers will need to do plenty of client hand-holding as balances increasingly battle volatility and managers delve into more illiquid assets, according to research house Morningstar. MORE»