Archive - 2023
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May 2023
12 May 2023 ComCom study mulled as trust in banks wanes
12 May 2023 First home buyer sales slump but market share high
12 May 2023 Morningstar MD heading off
11 May 2023 NZ sharemarket see-saws with near 1% fall
11 May 2023 What mortgage advisers need to do in a changed mortgage world
11 May 2023 Advising clients in a changed mortgage world
11 May 2023 DWTS winner becomes AIA Vitality Coach
11 May 2023 Market keeps getting worse as sales collapse
10 May 2023 NZ sharemarket gains nearly 1%, Pushpay bids farewell to NZX
10 May 2023 InvestNow adds another manager to its KiwiSaver scheme
10 May 2023 FMA censures advice firm; Tony Alexander's latest housing market update
10 May 2023 House buyers slow on reading market changes
10 May 2023 Aurora pinged for misleading clients
10 May 2023 A good quarter for KiwiSaver
10 May 2023 Kiwi investment in companies destroying tropical rainforests increases
09 May 2023 Stormy weather dampens uncertain NZ sharemarket
09 May 2023 Westpac in catch-up mode
09 May 2023 More than half Westpac's business is from advisers
09 May 2023 Financial advice with a side of solar
09 May 2023 Working out how long you will live
08 May 2023 Tower earnings downgrade causes sharemarket stir
08 May 2023 Westpac fattens margins as mortgage book grows
08 May 2023 DTIs will make life harder for advisers
08 May 2023 How DTIs will affect mortgage advisers
05 May 2023 NZ sharemarket finishes week down more than 0.5%
05 May 2023 [GRTV] AIA discusses the evolution of change in the industry
05 May 2023 Valuation methods are in the eye of the beholder
05 May 2023 ANZ admits latest profit is big, but defends it
05 May 2023 ANZ posts $1 billion plus profit
05 May 2023 When it comes to equities, there is no hiding from the voting machine
04 May 2023 NZ market bounces back from morning low
04 May 2023 BNZ slowly lifts mortgage broker business
04 May 2023 Where in the Code is this?
04 May 2023 RBNZ gives its take on house prices
04 May 2023 Don’t expect any Government handout for mortgage repayment stress
04 May 2023 How DTIs will affect investors
04 May 2023 Sharesies KiwiSaver to include stocks in a self-select option
03 May 2023 US banking and NZ inflation worries causes sharemarket slump
03 May 2023 Have banks reintroduced sales targets?
03 May 2023 Reports of sales targets prompt FMA letter to banks
03 May 2023 NZ Super Fund CEO announces retirement
03 May 2023 Auckland sales at 22 years low
03 May 2023 NZX wrap platform looking to add four more firms
03 May 2023 Home loan arrears rising
03 May 2023 Insurance advisers should expect above trends claims increases
02 May 2023 NZ's sharemarket up while Australia's takes a dive
02 May 2023 Snail’s pace for new listings
02 May 2023 Simplicity expands with new funds and allocation changes
02 May 2023 How much money paid to banks in interest revealed; ANZ cuts
02 May 2023 Mortgage interest payments rising rapidly
01 May 2023 Quiet start to NZ sharemarket's week, optimism for strong US earnings season
01 May 2023 InvestNow KiwiSaver Scheme: A Simple Solution for Advisers
01 May 2023 LVR tweaks substantive for owner-occupier
01 May 2023 Work from home lifts rents in outer suburbs
01 May 2023 LVR tweaks substantive for owner-occupiers
01 May 2023 Paul Bevin joins board of boutique fund
01 May 2023 Adviser roadshow for nib new life and living product
April 2023
30 Apr 2023 New and cheaper PI insurance hits the market
28 Apr 2023 NZ sharemarket lifts after positive news from the US
28 Apr 2023 House price falls predictions drop
28 Apr 2023 Next OCR hike not needed, economist says
28 Apr 2023 Droves of landlords want to raise rents
28 Apr 2023 [GRTV] Adviser’s obligations in ethical investing
27 Apr 2023 Auckland airport shares return to previous highs
27 Apr 2023 OCR cuts by November prediction
27 Apr 2023 From worm farms to loans
27 Apr 2023 Adviser returns from 15-year absence to much tougher finance market
27 Apr 2023 Simplicity switches out Vanguard for tax gain
26 Apr 2023 NZ market down following Synlait profit downgrade
26 Apr 2023 Finally....LVR rules to be loosened
26 Apr 2023 Unpopular LVR rules to be loosened
26 Apr 2023 Employers including KiwiSaver as part of pay packets instead of on top
26 Apr 2023 How many advisers have left the industry?
25 Apr 2023 [GRTV] InvestNow past, present and future
24 Apr 2023 Sharemarket starts week on a buoyant note
24 Apr 2023 nib kicks off kids' relay comp
24 Apr 2023 Demand for mortgages continues to decline; good and bad news on the inflation war
24 Apr 2023 Lawyer petitions for probate tweak on KiwiSaver funds
24 Apr 2023 Mental suffering underlined in failed eviction bid
24 Apr 2023 Some good and bad news on the inflation war
24 Apr 2023 The Ides of March
24 Apr 2023 Demand for mortgages continues to decline: RBNZ
24 Apr 2023 How to set rents when inflation is rampant
23 Apr 2023 Passive managers piggy backing off active manager
22 Apr 2023 Gotta get comfortable using capital in retirement
21 Apr 2023 Sharemarket ends week with an upwards tick
21 Apr 2023 Tony Alexander says buy now
21 Apr 2023 Buy now Alexander tells advisers
20 Apr 2023 Interest rate fears dampen NZ sharemarket
20 Apr 2023 Impact fund startup gets shot at ‘Nobel Prize’ of environmentalism
20 Apr 2023 Inflation surprise; but rate cuts unlikely.
20 Apr 2023 Worst of house price drops could be at an end
20 Apr 2023 Bank profits level out – mortgage arrears rise
19 Apr 2023 Sharemarket has another late surge into positive territory
19 Apr 2023 Sharesies savings on the way
19 Apr 2023 Measuring returns – our industry has it wrong
19 Apr 2023 Mortgage payments rearranged as living costs spiral
19 Apr 2023 Mainstreaming impact investment project underway
18 Apr 2023 ASB is predicting the country’s economy will tip deeper into recession
18 Apr 2023 NZ sharemarket tumbles half a percent
Latest News
Koura reports another loss
Koura reports another loss
1 min read
Can AI pick the best KiwiSaver provider?
Can AI pick the best KiwiSaver provider?
4 min read
[Weekly Wrap] What we know, and don't know, about Labour's retirement policies. Plus a potential surprise
[Weekly Wrap] What we know, and don't know, about Labour's retirement policies. Plus a potential surprise
2 min read
NZX aims for 5% of KiwiSaver market in three-to-five years
NZX aims for 5% of KiwiSaver market in three-to-five years
3 min read
Latest Comments
FE Investments in receivership
Fei , trustees still hold large of money not yet refund fully.
1 week ago Raymond Yang
Who is responsible for notifying policy changes?
There is no doubt the obligation is on the insurer who the contract is with. Clearly it would be prudent for an adviser to assist once given clear information by an insurer to assist with the communication but to extend this further. For an insurer to attempt to slide this onto an advisers plate is abdication. The adviser can not change the contract.
1 week ago Darryl Scott
FMA CEO on leave
At the risk of sounding like a broken record, the fundamental flaw in the legislation came about partly through the event that Murray mentions, and also through the negligence of the Select Committee in ignoring the single most cited recommendation in all the submissions (over 34% from memory) of drawing a distinction between product sales and financial advice. To add to their misdemeanour, the Committee then added a paragraph to the Bill confirming that recommendation of one product only constituted financial advice - or words to that effect. The inherent conflict of interest lies in an individual retained by a Class 4 licensee being required to adhere to a code of conduct that requires prioritisation of client interests. To expect a product sales person to subordinate their contractual obligation to their employer is unrealistic, unworkable, and unreasonable. To emphasise, I have no issue with a product provider marketing and selling their own products - but not behind the opaque veil of legislation intended to govern financial advice. If MBIE ever gets around to review FSLAA, Financial Advisers, FANZ, and all other interested stakeholders should mount a fully-funded intensive campaign to persuade our employees in Wellington to remove class 4 licensees from FSLAA, and replace their obligations within an amended CoFI Act.
2 weeks ago David Whyte
FMA CEO on leave
@Murray: The reps seemed to be acting on their personal interests rather than the interests of advisers. Conflict of interest, isn't it?
3 weeks ago w k
KiwiSaver funds shake off Middle East tension
In this recent presentation of mine https://www.knowrisk.co.nz I show that the average Balanced KiwiSaver fund has added approximately +0.43% over and above the gross average policy Benchmark's return's. However, the averge annual costs of -0.97% for Balanced funds have eroded that to be slighly below BMK after costs consistent with typical SPIVA studies. Note this cost number is for the 45 Balanced Funds used only - for all KiwiSaver Funds it is closer to -0.70% p.a. The presentation goes on to show that quite a bit of return is being left on the table by the one size fits all view of risk.
3 weeks ago P Urbani