Knowledge gap a challenge for advice sector
Much of the financial advice world still lacks the specialist knowledge required to meet investors’ expectations for advising them on ethical and responsible investment choices, according to the latest survey by Mindful Money and the Responsible Investment Association Australasia.
Much of the financial advice world still lacks the specialist knowledge required to meet investors’ expectations for advising them on ethical and responsible investment choices, according to the latest survey by Mindful Money and the Responsible Investment Association Australasia.
The report, Voices of Aotearoa: Demand for Ethical Investment in New Zealand 2025, released Monday, shows how financial ...MORE»
Collective action underway to promote adviceTuesday, April 8th, 6:48AM
The reputation of the advice sector is up for a makeover with a collaboration between the Retirement Commission and Financial Advice New Zealand to help promote the value advisers bring to their clients’ lives. MORE» |
Trust Management gets a new view on bondsMonday, April 7th, 6:02AM
Ethical fund manager Trust Management has entered into a partnership with one of the world’s largest asset managers to manage bonds. MORE» |
Sponsored Content
Streamline Your Investment Advice with OMNIMax’s New Investment Solution
OMNIMax has launched its latest workflow solution tailored for financial advisers: Investment Adviser Tool. Designed to enhance efficiency and improve client service, the solution incorporates insights from investment advisers to streamline essential processes. MORE »
[The Wrap] Bouquets and brickbats in a big week; A challenge for advisers too
In true Wrap style this is a wrap of the past week and it has been a big one. Philip Macalister hands brickbats and bouquets and offers up a challenge to advisers.
The week started off with CoFI coming to life. Did it change anyone's day on Monday?
Nope, I don't think so. But as I note here there will be changes coming down the pipeline.
The Financial Advice NZ conference on Christchurch was a success - but here's a challenge for the sector. According to the FMA there are just over 8,000 financial advisers and, in good news, we have just seen a ...MORE»
FMA to review access to financial adviceFriday, April 4th, 9:00AM 4 comments
The regulator is launching a review to help it better understand why many New Zealanders are reluctant to access financial advice. The review will also delve into industry business models. MORE» |
Level 5 cert insufficient for some advice areasThursday, April 3rd, 6:37AM 1 comment
Minimum industry entry requirements are not enough to qualify an adviser to give advice in some specialised areas but it looks unlikely the Financial Advice Code will change to raise the bar any higher. 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»
Passive Investing is Impassive on Valuation
It’s difficult to approach the topic of passive investing without acknowledging one’s own inherent bias. After all, careers have been built on the premise that active investing adds value. No matter how much we try and attempt to set biases aside – your author know they are unlikely to succeed. MORE»
|
Sponsored by: |
|
After short delay nib life takes off
nib says its new Ultimate Life and Living Insurance suite of products will be available to advisers from Wednesday after, after delaying the initial launch date. MORE»
|
TMM Online
|
Longer term fixed interest rates slowly bite into floating terms
Two-year fixed mortgage rates are starting to slowly eat into the share of total lending by banks. MORE»
|
Sponsored by: |
|
End of year sees changes to Harbour crew
Harbour has ushered in a raft of board changes, and Ainsley McLaren has resigns after eight years with the firm. MORE»
|
Sponsored by: |
|
KiwiSaver or KiwiTaxer? The changes high on adviser wishlists
There remains no real incentive for clients to direct extra contributions into KiwiSaver, so long as New Zealand is still a global outlier in its choice of tax structure around retirement savings, according to one financial advisory firm leader. MORE»
