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August 2024
20 Aug 2024 ASB CEO talks compulsion, contribution and PE in KiwiSaver
20 Aug 2024 From hunted to hunters
20 Aug 2024 ComCom says mortgage advisers should put greater emphasis on price
20 Aug 2024 ComCom says advisers need to focus on price, and multiple applications
20 Aug 2024 Mortgage advisers should put greater emphasis on price: ComCom
19 Aug 2024 NZ shares stumble as a2 Milk outlook sours
19 Aug 2024 I like consistency if at all possible
19 Aug 2024 Cutting to the chase
19 Aug 2024 Consistency the key: ASB chief executive
19 Aug 2024 A Leap Forward in Helping BNZ’s KiwiSaver Scheme Customers
17 Aug 2024 SMEs adapt financial strategies amid economic pressures
16 Aug 2024 NZX 50 posts biggest weekly gain in four years on rate cut optimism
16 Aug 2024 AIA Wellbeing Study: Hybrid working can increase performance if boundaries are strong
16 Aug 2024 Quotemonster launches KiwiSaver research tool
16 Aug 2024 Terms of reference for the Banking inquiry laid out
16 Aug 2024 Banking inquiry reference terms laid out
15 Aug 2024 Skellerup rallies on robust earnings as NZ market revels on lower rates
15 Aug 2024 RBNZ says rate cuts should act faster this time; Banks slash mortgage rates as further OCR cuts signalled
15 Aug 2024 RBNZ says rate cuts should act faster this time
15 Aug 2024 Southern Cross Health Insurance – responding to member needs with important policy updates
15 Aug 2024 Banks slash mortgage rates as further OCR cuts signalled
15 Aug 2024 Southern Cross Health Insurance – responding to members’ needs with important policy updates
14 Aug 2024 NZX 50 surges as RBNZ takes handbrake off economy
14 Aug 2024 RBNZ cuts OCR to 5.25% and forecasts another cut this year
14 Aug 2024 BREAKING: OCR reduced by 25 basis points to 5.25%
14 Aug 2024 BREAKING: OCR 5.25% - Monetary restraint tempered as inflation converges on target
14 Aug 2024 ASB's mortgage book returned to growth; Half of household income going to mortgage
14 Aug 2024 ASB's mortgage book returned to growth in the 2nd half
14 Aug 2024 Half of household income going to the mortgage
14 Aug 2024 Life advisers need to actively review legacy policies
13 Aug 2024 Fidelity Life extends 3-months premium free offer
13 Aug 2024 [OPINION] What is ‘suitable’ life advice?
13 Aug 2024 Gas supply buoys Contact, Genesis as markets await RBNZ
13 Aug 2024 Division over OCR cut and problems with RBNZ; TSB rates change
13 Aug 2024 Division over OCR cut and problems with RBNZ
13 Aug 2024 How climate friendly are KiwiSaver schemes?
13 Aug 2024 Fisher Funds fixed income manager departs
12 Aug 2024 Sharemarket creep higher as rate review, earnings come into focus
12 Aug 2024 Luke Jackson hits new target; Growing calls for OCR cut
12 Aug 2024 Luke Jackson lands a new gig
12 Aug 2024 The RBNZ pivot is here
11 Aug 2024 nib launches AI-driven symptom checker
10 Aug 2024 New TMM available; You can read it here
09 Aug 2024 NZ market falls 1.7% this week as it stutters into earnings season
09 Aug 2024 Learnings from Our Clients
09 Aug 2024 Business leaders expect quicker inflation drop; Another defendant named in SFO mortgage and investment fraud case
09 Aug 2024 Business leaders expect quicker inflation drop
09 Aug 2024 The positive that we do
09 Aug 2024 Embracing GenAI: A Roadmap for NZ Financial Services Companies - Part 2
08 Aug 2024 Power price squeeze saps energy companies as Manawa tumbles
08 Aug 2024 Top five KiwiSaver providers continue market share jostle
07 Aug 2024 Vista leads market higher as broker support swells
07 Aug 2024 Fidelity survey: most Kiwis haven't consulted an adviser
07 Aug 2024 Another defendant named in SFO mortgage and investment fraud case
07 Aug 2024 Mortgage firm backs Kiwibank as a disruptive competitor; Economists lighting the path to OCR cuts
07 Aug 2024 Mortgage firm backs Kiwibank as a disruptor
06 Aug 2024 NZ shares left behind as Asian markets rally after Nikkei rout
06 Aug 2024 Level 5 certificate to remain the minimum requirement for advisers
06 Aug 2024 Economists lighting the path to OCR cuts
06 Aug 2024 Flurry of rate changes
05 Aug 2024 NZ shares join global rout as fears of US recession grow
05 Aug 2024 Modern slavery engagement to continue despite govt setback
05 Aug 2024 Bankers’ personal liabilities under CCCFA to remain; First home buyers fade, investors rise
05 Aug 2024 David Boyle gets a new role
05 Aug 2024 Bankers’ personal liabilities under CCCFA to remain
05 Aug 2024 First home buyers fade, investors rise
02 Aug 2024 Local shares hold up despite overseas slowdown worries
02 Aug 2024 Du Val Group placed into interim receivership by High Court
02 Aug 2024 CCCFA changes welcomed, but more needed - FSF
02 Aug 2024 CCCFA changes welcomed, but more needed
02 Aug 2024 Are NZ equities a buy?
02 Aug 2024 Kernel gets big tech onboard
02 Aug 2024 Asteron Life to back adviser learnings from global MDRT conference
02 Aug 2024 Fictional fund manager accounts
01 Aug 2024 NZ sharemarket continues to rise
01 Aug 2024 The Case for Simple Life
01 Aug 2024 Devon and Generate join other managers in having a better year
July 2024
31 Jul 2024 NZ sharemarket edges up on end of month trading
31 Jul 2024 First Mortgage Trust creates another new role
31 Jul 2024 Fads, trends, and megatrends
31 Jul 2024 Construction finance company gets new facility
31 Jul 2024 First Mortgage Trust creates another new role
31 Jul 2024 Survey: demand growing for adviser expertise on ethical investing
30 Jul 2024 NZX up more than 0.5% as weak dollar boosts some stocks
30 Jul 2024 Fisher Funds gets into private equity
30 Jul 2024 Quotemonster adds KiwiSaver comparison and research
29 Jul 2024 NZ sharemarket down 0.29%
29 Jul 2024 nib gets a new leader
29 Jul 2024 Better year for Milford
29 Jul 2024 Will we decline a quarter of IP applicants on their income source?
27 Jul 2024 Election Cycles and Investment returns
26 Jul 2024 NZ sharemarket closes week down 0.38%
26 Jul 2024 GenAI How to Guide: Part 1
26 Jul 2024 New chapter for Fisher Funds
26 Jul 2024 Partners nabs Southern Cross exec
26 Jul 2024 [GRTV] FMA monitoring gives FAPs eight out of 10
25 Jul 2024 NZ sharemarket down over 1%
25 Jul 2024 New guidance for client money and property services brokers
25 Jul 2024 Stewardship limitations call for a more strategic approach
24 Jul 2024 KiwiSaver finally gets personal
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.
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