Tariffs, Tehran and Turbulence
Key market movements
Global equities navigated a multi-faceted landscape, delivering solid returns over the month. The MSCI ACWI rose 2.1% in NZD terms and 1.4% for NZD‑hedged investors, with markets continuing to rotate away from mega-cap US technology names.
New Zealand and Australian equities also performed well. The S&P/NZX 50 gained 2.3%, supported by an encouraging ...MORE»
SBS readies to expand into adviser marketTuesday, March 10th, 8:55AM
SBS is expanding its long-held direct-to-consumer model to start working with third-party advisers, too. MORE» |
Aurora moves management of KiwiSaver inhouseTuesday, March 10th, 7:27AM
Maangement of the Aurora KiwiSaver Scheme is being moved inhouse from FundRock. MORE» |
Sponsored Content
Moneta: Strengthening KiwiSaver advice with digital tools from OMNIMax
KiwiSaver had always been part of client conversations at Moneta. But as compliance expectations increased and clients began expecting faster, clearer, and more digital experiences, the team saw an opportunity to enhance the way they delivered KiwiSaver advice. MORE »
Advising on KiwiSaver can create "a moat" for adviser's businesses: Generate
Generate says providing advice on KiwiSaver can help create “a moat” around an adviser’s business.
“The more problems you solve, the more like they are to stay with you,” Generate’s head of distribution, Kristian James, told advisers, adding that advising clients on other managed funds is also an opportunity for advisers.
Speaking to a mix of investment, mortgage and insurance advisers in Wellington as part of Generate’s current roadshow around the country, James noted that ...MORE»
Former financial adviser cops minimal fineFriday, March 6th, 9:28AM 2 comments
Former financial adviser David McEwen has been convicted and fined for breaching FMA stop orders; but the fine imposed was minimal. MORE» |
Harbour takes out top awardThursday, March 5th, 7:32AM
Morningstar hands out its Fund Manager of the Year Awards. MORE» |
|
News Bites
|
Shaw and Partners buys Wellington advice firm
Shaw and Partners, previously JMI Wealth, has expanded its reach buying a Wellington-based financial planning business. MORE»
|
GoodReturns TV
|
Fisher Funds moves to woo advisers back
After years of neglecting the adviser market, the investment manager is going on the charm offensive. MORE»
Tariffs, Tehran and Turbulence
|
Sponsored by: |
|
Partners Life tells advisers it’s working on lifting service levels
Partners Life says it’s continuing to work on improving its service levels, implementing a number of reviews and plans to go paperless by mid-year. MORE»
|
TMM Online
|
Basecorp positioning as a one stop shop for advisers
The non-bank lender has spent the past couple of years broadening its product range and finished last year with a mortgage book of about $1.15 billion. MORE»
|
Sponsored by: |
|
Haven focusses on adviser growth
Haven focusses on adviser development with the appointmentof a head of adviser growth and success. MORE»
|
Sponsored by: |
|
Advising on KiwiSaver can create "a moat" for adviser's businesses: Generate
Generate says providing advice on KiwiSaver can help create “a moat” around an adviser’s business. MORE»