Archive - 2024
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April 2024
09 Apr 2024 Sharesies has biggest trading yet
09 Apr 2024 FNZ appoints execs in NZ
09 Apr 2024 Active versus Passive Investment Management
09 Apr 2024 KiwiSaver and Insurance: Assessing lifetime financial needs
08 Apr 2024 NZ sharemarket drops for seventh time in eight days
08 Apr 2024 Fair outcomes could be another CCCFA fiasco
08 Apr 2024 Small businesses warned about loans; ASB Fixed home loan rate changes
08 Apr 2024 Small businesses warned about loans
08 Apr 2024 [Opinion] Will RBNZ demand proof from Resolution on support for Asteron Life customers?
05 Apr 2024 NZ sharemarket down 0.77% for the week
05 Apr 2024 Art of Investing: A journey from shadows to spotlight
05 Apr 2024 Who will be the first?
05 Apr 2024 Rate cuts – who will be the first?
05 Apr 2024 nib: government has no appetite for tax breaks for health ins premiums
05 Apr 2024 Version review of NZCFS Level 5 a structural tweak, skill standards still to come
04 Apr 2024 NZ sharemarket has mixed trading day, Synlait tumbles further
04 Apr 2024 Improvement in arrears but trough still to come; Lifetime Home Masterclass 11 April (Wellington)
04 Apr 2024 Platinum shares plunge on FUM losses and restructuring
04 Apr 2024 Octagon targets FAPs via NZX Wealth platform
04 Apr 2024 Asteron Life sold
04 Apr 2024 Improvement in arrears but trough still to come
04 Apr 2024 FMA wants feedback on green bonds
04 Apr 2024 Two adviser groups tie the knot
03 Apr 2024 NZ sharemarket down 0.5%
03 Apr 2024 Largest US pension fund snares NZ Super Fund CIO
03 Apr 2024 Impaired loans mounting; Westpac lowers home loan rates
03 Apr 2024 Impaired loans mounting
03 Apr 2024 Gender pay gap and not contribution rates disadvantage women on KiwiSaver
02 Apr 2024 NZ sharemarket down, Synlait reaches new all-time low
02 Apr 2024 Clawbacks could sneak onto ComCom agenda; Lifetime Home Masterclass 10 Apr
02 Apr 2024 Clawbacks could sneak onto ComCom agenda
02 Apr 2024 ASIC wins greenwashing case against Vanguard
02 Apr 2024 Bad news for NZ is good news for bond investors: Nikko
01 Apr 2024 [GRTV] FANZ stands on its legacy in face of competition in the mortgage space
March 2024
29 Mar 2024 Is the illusion of knowledge holding your business back?
29 Mar 2024 Analysing AI’s Impact on Financial Advice, Part 2
28 Mar 2024 NZ sharemarket celebrates a near 1% Easter rise
28 Mar 2024 Digital Signatures and Fraud
28 Mar 2024 Encouraging signs of growth
28 Mar 2024 Mortgage figures show encouraging signs of growth
28 Mar 2024 US decisions likely to decide between more inflation or deflation
27 Mar 2024 NZ sharemarket stuck in negative territory ahead of Easter weekend
27 Mar 2024 Australian is new CEO of Guardians of NZ Superannuation
27 Mar 2024 FAMNZ members can join in April
27 Mar 2024 Bayly will talk to coalition partners before any change to KiwiSaver
27 Mar 2024 New winner for Fund Manager of the Year
27 Mar 2024 Potential FAMNZ members in waiting game
26 Mar 2024 NZ sharemarket ends five day bull run
26 Mar 2024 Southern Cross latest insurer to get FMA warning
26 Mar 2024 Mortage advisers get the ear of Commerce Commission
26 Mar 2024 The AI revolution in financial advice: A reality check
26 Mar 2024 Lindsay sells Strategy Reserach to Trail after cancer experience
26 Mar 2024 NZ scopes a green taxonomy to provide a common language on sustainable finance
26 Mar 2024 Simplicity takes stake in tax tech company
26 Mar 2024 Mortage advisers get the ear of Com Com
25 Mar 2024 NZ sharemarket closes with decent rise
25 Mar 2024 Out of touch with the reality of mortgage advice
25 Mar 2024 Tax deducibility for health insurance premiums?
25 Mar 2024 The cheap treat that’s getting more expensive
25 Mar 2024 ComCom accused of being out of touch with the reality of mortgage advice
25 Mar 2024 [GRTV] Bayly wants a twin peaks model for financial regulation
24 Mar 2024 New director and executive changes at Perpetual Guardian
23 Mar 2024 One dealer group speaks up
23 Mar 2024 Advisers have consumers best interest: Finsure
22 Mar 2024 NZ sharemarket gets wake-up prod thanks to Fisher & Paykel
22 Mar 2024 Old hand in new role at Chubb
22 Mar 2024 Wow, that was some response. Advisers respond to the Com Com report
22 Mar 2024 Maple-Brown Abbott appoints new business development manager
22 Mar 2024 Non-banks, banks welcome different aspects of ComCom draft report
21 Mar 2024 NZ sharemarket gains over 0.5% amid recession news
21 Mar 2024 Com Com bank review out: Here's what they said about advisers
21 Mar 2024 Mortgage advisers remain at risk of being “unduly influenced” by commissions
21 Mar 2024 ESG-linked remuneration survey part of engagement toolbox
20 Mar 2024 NZ sharemarket makes small gain
20 Mar 2024 Partners helps fund depression recovery centre
20 Mar 2024 Investment manager cleared of assault
20 Mar 2024 Kip Hanna – NZHL Group a Year on
20 Mar 2024 DTIs need deeper analysis - BusinessNZ
20 Mar 2024 Liberty Financial wins tax appeal
20 Mar 2024 DTIs need deeper analysis
20 Mar 2024 Wrestling the gorilla
19 Mar 2024 NZ sharemarket up more than 0.5%
19 Mar 2024 Partners distribution boss jumps to Asteron
18 Mar 2024 Another day of falling prices on the stock exchange
18 Mar 2024 Activating DTIs and loosening LVRs - NZBA
18 Mar 2024 Activating DTIs and loosening LVRs
18 Mar 2024 Support for regulation
18 Mar 2024 [GRTV] A trip around investment issues with MyFiduciary’s Chris Douglas
17 Mar 2024 AIA adds cover for prophylactic surgery following cancer
17 Mar 2024 Multiply partners with NZX Wealth Technologies for tech innovation
17 Mar 2024 28-year streak for Fidelity
16 Mar 2024 FirstCape another step closer to launching
15 Mar 2024 NZ sharemarket's wild ride continues as week ends on a fall
15 Mar 2024 Loan Market gets new leader
15 Mar 2024 BusinessNZ says FMA should shelve its fair outcomes guidelines
15 Mar 2024 Loan Market adds national director to supercharge adviser growth
15 Mar 2024 Appalling insurance industry service levels
15 Mar 2024 AIA Wellbeing Survey: Your health is your wealth, the importance of recovery
15 Mar 2024 [Podcast] TMM Ep1 Basecorp's plans for 2024
14 Mar 2024 NZ sharemarket drifts aimlessly as investors hibernate
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