Archive - 2024
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March 2024
14 Mar 2024 Former mortgage adviser sentenced for financial fraud
14 Mar 2024 Former mortgage adviser sentenced for fraud
14 Mar 2024 A better investment market
14 Mar 2024 [OPINION] Recessionary times
13 Mar 2024 NZ sharemarket not inspired by Briscoe's strong result
13 Mar 2024 Banks want tweaks, not repeal
13 Mar 2024 The FMA turning up doesn't mean it wants to shut down an adviser
13 Mar 2024 Banks want tweaks, not repeal, to CCCFA and CoFi
12 Mar 2024 NZ sharemarket slides 0.37%
12 Mar 2024 Celebrating Excellence in Ethical and Impact Investing: Mindful Money announces broader entry criteria for the annual Awards and a new category
12 Mar 2024 The turning tide; Long-term development funding options needed
12 Mar 2024 Long-term development funding options needed
11 Mar 2024 US inflation fears put dampener on NZ sharemarket
11 Mar 2024 The turning tide
11 Mar 2024 More rate cuts; Changes at Link Group
11 Mar 2024 Advice Link gets new head
11 Mar 2024 Kernel launches NZ-first target maturity bond funds
11 Mar 2024 Total Wealth's NZXWT onboarding story
08 Mar 2024 NZ sharemarket ends week up 1.5%
08 Mar 2024 Mint spearheads letter to the Government addressing Modern Slavery Legislation
08 Mar 2024 NEW: The first TMM Podcast
08 Mar 2024 Those with licences unlikely to have to undergo another licencing process: FMA
07 Mar 2024 NZ sharemarket has third consecutive rise this week
07 Mar 2024 Our Goal: To Help You
07 Mar 2024 Insurance advisers must know their products
07 Mar 2024 FANZ lays down a challenge; Tik Toking mortgage adviser awarded for his work
07 Mar 2024 Interest rate expectations: It’s not over yet
07 Mar 2024 Mortgage adviser takes out financial literacy award
07 Mar 2024 Chubb appoints David Morrow as Country President for New Zealand
07 Mar 2024 ANZ's Zollner: be careful what you wish for on house prices
07 Mar 2024 Fidelity Life opens door to new advisers
07 Mar 2024 [GRTV] Free model portfolios aim to improve the industry
06 Mar 2024 NZ sharemarket turnaround as Mercury Energy hits all-time high
06 Mar 2024 Unsold houses flood the market; BNZ reduced its six months to two years rates
06 Mar 2024 FANZ aims to be the voice and champion of financial advisers
06 Mar 2024 Interest rates drop, unsold houses flood the market
06 Mar 2024 Claims a valuable learning tool
06 Mar 2024 Kiwis, depending on their age group, generally want compulsory KiwiSaver
05 Mar 2024 Rebound in property stocks helps lift NZ sharemarket
05 Mar 2024 Commerce minister plans extensive financial services laws overhaul
05 Mar 2024 Mortgage arrears rising but still low; Mortgage lending grows but still soft
05 Mar 2024 Mortgage arrears rising but still low
04 Mar 2024 NZ sharemarket down after wobbly trading day
04 Mar 2024 Mortgage lending grows but still soft
04 Mar 2024 Rates are starting to move - down; Checking in on Pepper
02 Mar 2024 Analysing AI’s Impact on Financial Advice, Part 1
02 Mar 2024 Pepper says HSBC acquisition integrated without need of more staff
01 Mar 2024 NZ sharemarket has quieter day after yesterday's swings
01 Mar 2024 Three from Kiwi Wealth move to SBS Wealth
01 Mar 2024 Westpac loaded up on home loans in the Dec Qtr after a quiet period
01 Mar 2024 Find out who is new to the industry
01 Mar 2024 Bizcap appoints NZ general manager
01 Mar 2024 If you dive into the weeds, then expect to drown in the swamp, eventually
01 Mar 2024 [GRTV] New report looks at ways to improve access to financial advice + VIDEO
01 Mar 2024 New BDM for Avanti Finance
February 2024
29 Feb 2024 NZ sharemarket 'lacklustre' as earning seasons closes out
29 Feb 2024 Rising bank funding costs to put upward pressure on mortgage rates
29 Feb 2024 Shareholders asked to approve FirstCape deal
29 Feb 2024 Ryall steps down as nib chairman
29 Feb 2024 [GRTV] How well do NZ equities funds perform?
29 Feb 2024 Rising bank funding costs to put upward pressure on mortgage rates: RBNZ
29 Feb 2024 KiwiSaver portability settings blocking investors from private asset benefits
28 Feb 2024 RBNZ rate call gives NZ stocks a boost
28 Feb 2024 RBNZ holds OCR at 5.5%; no cuts until mid-2025
28 Feb 2024 OCR 5.50% - Monetary Policy remains restrictive
28 Feb 2024 BREAKING: OCR 5.50% - Monetary Policy remains restrictive
28 Feb 2024 Only 54% of active NZ equities managers beat the benchmark index in 2023
28 Feb 2024 Insurance an increasing concern for mortgage advisers
27 Feb 2024 NZ stocks ease while speculation swirls around Fletcher Building
27 Feb 2024 Takeover offer made for Prospa
27 Feb 2024 Christchurch adviser cracks $1 billion mark; ASB cuts key rate
27 Feb 2024 Reaching towering levels of sales
27 Feb 2024 nib NZ first-half net profit impacted by inflation
26 Feb 2024 NZ sharemarket flat as earning season rolls on
26 Feb 2024 Guardians gets new chair
26 Feb 2024 [OCR forecasts] RBNZ piloting a plane without knowing how hot the engine is running
26 Feb 2024 RBNZ piloting a plane without knowing how hot the engine is running
26 Feb 2024 MSCI Appoints Head of Australia and New Zealand
24 Feb 2024 Perpetual Guardian finally gets part of Trustees
23 Feb 2024 Market ends on a slight upnote after week of poor results
23 Feb 2024 Fisher hook Kingfish again
23 Feb 2024 SmartShares FUM up 33%
23 Feb 2024 Much higher OCR not impossible - ANZ
22 Feb 2024 NZ sharemarket rises, aided by speculation of Fletcher sale
22 Feb 2024 Kiwibank smashes out the home loans
22 Feb 2024 Kiwibank accounted for 25% of all bank mortgage lending in Dec half year
22 Feb 2024 The bulls are back
21 Feb 2024 NZ sharemarket turns positive after days of decline
21 Feb 2024 [OPINION] Four Steps to Preserve your Family’s Wealth and Legacy
21 Feb 2024 Sales dive to new depths – lending at low DTIs
21 Feb 2024 Complaint resolution course grows
21 Feb 2024 New hand on the distribution helm at Chubb
20 Feb 2024 Investors hard on soft earnings as NZ sharemarket continues to slide
20 Feb 2024 AMP's NZ arm lifts profit despite
19 Feb 2024 Sharemarket drama as reporting season resumes
19 Feb 2024 nib NZ puts commission, adviser changes on hold while it deals with IT glitches
17 Feb 2024 Recent studies show that passive investing now outweighs active investing
16 Feb 2024 NZ sharemarket bounces back after Fletcher Building recovery
16 Feb 2024 ASB has only 370 distressed home loan customers
16 Feb 2024 NZ Super a taonga we can afford as is - retirement commissioner
Latest News
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
[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
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.
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