Archive
Year:
2026 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997
Filter:
Clear Filter
March 2019
26 Mar 2019 Fidelity Life undecided on health plans
26 Mar 2019 The Big Read: FMA goes after adviser for alleged non-disclosure
26 Mar 2019 David Ross denied parole: Low risk is not no risk
26 Mar 2019 Church on her new role; ANZ finally joins party
26 Mar 2019 FMA takes non-disclosure case to FADC
25 Mar 2019 NZ shares fall from record as bond inversion triggers global sell-off
25 Mar 2019 Church talks about her new role at Prospa
25 Mar 2019 Mortgage Express hires banker in south Auckland
25 Mar 2019 BNZ back below 4%
25 Mar 2019 Churn keeps coming up in discussions, everywhere. In the insurers, with advisers, and with regulators.
25 Mar 2019 How to complain
25 Mar 2019 Fund managers' GST rules get green light
25 Mar 2019 Niche options
25 Mar 2019 A regulator reflects on Mosque attacks
22 Mar 2019 Shares climb to record on low rate outlook
22 Mar 2019 [The Wrap] The terror attacks and us
22 Mar 2019 Decline in new investor mortgages
22 Mar 2019 OCR Preview: What the experts are predicting
22 Mar 2019 OCR Preview: caution expected
22 Mar 2019 Mint axes performance fees
21 Mar 2019 NZ shares rise on Fed restraint, local GDP growth; Auckland Airport slides
21 Mar 2019 Advisers need $2000, clients will pay $500
21 Mar 2019 nib offers genetic testing
20 Mar 2019 Fund managers question social media investments
20 Mar 2019 Dairy shares take froth off NZ sharemarket
20 Mar 2019 AMP leadership skips bonuses
20 Mar 2019 de Marigny to leave AIA/Sovereign
20 Mar 2019 Investors hold properties for longer
20 Mar 2019 Credit Unions to take on banks
20 Mar 2019 ETFs popular with direct clients
20 Mar 2019 FSLAB now next month's business
19 Mar 2019 Sharemarket falls as investors avoid anything to do with construction
19 Mar 2019 Four credit unions vote through merger
19 Mar 2019 Partners pulls ads after mosque tragedy
19 Mar 2019 ASB lowers two-year rate
19 Mar 2019 S&P downgrades Asset Finance
19 Mar 2019 4 reasons why the Ranger Fund can enhance your core equity portfolio
19 Mar 2019 FNZC no longer
18 Mar 2019 NZ shares at record; trading quiet as investors digest re-weightings
18 Mar 2019 Life companies offer support to Christchurch
18 Mar 2019 Small banks take fight to the big guys
18 Mar 2019 Investment boss for NZX
18 Mar 2019 Embrace change & strengthen your business with The Adviser Platform
18 Mar 2019 Small banks take fight to big four
18 Mar 2019 Aussie advisers welcome trail ban delay
18 Mar 2019 On the property beat
18 Mar 2019 Faafoi: Tell your clients how you're paid
18 Mar 2019 Newpark signs deal to connect with migrants
18 Mar 2019 FSLAB: Will it be law tomorrow?
15 Mar 2019 [The Wrap] Soothing words from the minister
15 Mar 2019 Heavy trading on NZX with index re-weightings heightening activity
15 Mar 2019 Migration confusion
15 Mar 2019 AIA Group reports double-digit growth
15 Mar 2019 CGT threat barely dents market confidence
15 Mar 2019 Westpac offers prefab lending product
15 Mar 2019 Mortgage brokers need to be ready for change
15 Mar 2019 FSLAB jumps up order paper
15 Mar 2019 Premium cuts fees
14 Mar 2019 Big day of trading as investors reposition portfolios
14 Mar 2019 FMA loses key player
14 Mar 2019 Two mortgage groups agree to join together
14 Mar 2019 Major shake up for groups
14 Mar 2019 Boom time in student rental market
14 Mar 2019 The Adviser Platform adds regulatory experience
14 Mar 2019 Faafoi: We don't want to wreck the system
13 Mar 2019 Uncertainty over Britain's exit from the European Union keeps investors on edge
13 Mar 2019 Exciting news; Aust Govt backs off trail commission ban
13 Mar 2019 Sales plunge by nearly 10%
13 Mar 2019 NZ Super Fund reveals votes
13 Mar 2019 ANZ appoints new investment managers
13 Mar 2019 Australian government delays trail ban
13 Mar 2019 Code process drags on
12 Mar 2019 Defensive stocks remain attractive in an uncertain global environment
12 Mar 2019 Commissions, scope of advice, convictions among disclosure requirements
12 Mar 2019 FMCA license expiries removed
12 Mar 2019 Fidelity Life, nib end relationship
12 Mar 2019 Insurers receive individual conduct reports
12 Mar 2019 IPO abandoned, AMP beds down wealth business
12 Mar 2019 SBS general manager moves to HSBC
12 Mar 2019 COMMENT: Capital gain vs cash flow
12 Mar 2019 Revealed: Adrienne Church's new role
12 Mar 2019 Church looks to Prospa in new role
12 Mar 2019 Fundsource sale imminent
11 Mar 2019 NZ shares decline as global uncertainty weighs; Sky TV hits low
11 Mar 2019 NZ Funds KiwiSaver Scheme top rated for service
11 Mar 2019 Accuro boasts growth
11 Mar 2019 One little tweak; Banks approach to mortgage advisers revealed
11 Mar 2019 OPINION: The winds of change can’t be ignored
11 Mar 2019 Conduct and culture, the bits we should be talking about
11 Mar 2019 A question of culture
11 Mar 2019 The three things to watch in markets
11 Mar 2019 Financial planning degree on horizon
11 Mar 2019 Competition for Level Five heats up
11 Mar 2019 Revisiting apartments
09 Mar 2019 The Adviser Platform gets website update
08 Mar 2019 NZ shares cap off 10-year bull market with 0.9% weekly gain
08 Mar 2019 [The Wrap] What secrets are in the Code?
08 Mar 2019 Newpark gets top Loan Market man
08 Mar 2019 Pie makes investment changes
08 Mar 2019 Bill to align financial markets passes reading
Latest News
Flood tide for Harbour
Flood tide for Harbour
3 min read
Advisers hope AI widens market
Advisers hope AI widens market
2 min read
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
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.
2 weeks 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.
3 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