Investment Roundup: Which Asset Classes Have Been Topping the Table?
A look across the Mercer Periodic Table of investment returns, from global equities and bonds to commodities, property and cash.
2025 was a momentous year for geopolitics, giving global financial markets plenty to process. The United States shifted to a policy path not seen since the mid-20th century, with a renewed emphasis on tariffs as a tool to reclaim power and influence over trade partners both large and small.
Many countries reacted with surprise at first, but by mid-year a pattern of US hesitation had become apparent ...MORE»
What did reporting season teach us about software and AI?Monday, March 16th, 10:54AM
Can software businesses survive the threat of AI and perhaps even benefit from it? That is the central question facing equity investors in the sector today, and one that the February reporting season began to meaningfully answer. MORE» |
Tariffs, Tehran and TurbulenceWednesday, March 11th, 11:40AM
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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 »
SBS readies to expand into adviser market
SBS is expanding its long-held direct-to-consumer model to start working with third-party advisers, too.
The bank is working on growing its presence in the advice market, with new tools and support for those dealing with its products.
“We’ve taken that strategic decision probably about 18 months ago,” SBS Wealth chief executive Morne Redgard said.
“We’ve always been a B2C business, direct to consumer, and that's kind of how the business was built and ran for 20 odd ...MORE»
Aurora moves management of KiwiSaver inhouseTuesday, March 10th, 7:27AM
Maangement of the Aurora KiwiSaver Scheme is being moved inhouse from FundRock. MORE» |
Advising on KiwiSaver can create "a moat" for adviser's businesses: GenerateMonday, March 9th, 8:56AM
Generate says providing advice on KiwiSaver can help create “a moat” around an adviser’s business. MORE» |
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News Bites
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PAA Legacy Trust supports FANZ
Financial Advice New Zealand (FANZ) has entered a long term strategic partnership with the PAA Legacy Trust to support further development of Campus, its adviser-led, professional development hub designed to deepen capability across the financial advice profession. MORE»
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GoodReturns TV
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Fisher Funds moves to woo advisers back
After years of neglecting the adviser market, the investment manager is going on the charm offensive. MORE»
Investment Roundup: Which Asset Classes Have Been Topping the Table?
A look across the Mercer Periodic Table of investment returns, from global equities and bonds to commodities, property and cash. MORE»
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Customers doing it tough, Partners postpones conference
Customers are doing it tough, Partners Life says, and it is not appropriate to hold a conference this year. MORE»
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TMM Online
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Where to for mortgage advisers?
Pivot will be the key word for the mortgage industry this year. MORE»
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Haven focusses on adviser growth
Haven focusses on adviser development with the appointmentof a head of adviser growth and success. MORE»
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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»