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Philip Macalister
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Goldie
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Susan Edmunds
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Hamesh Sharma
Ellie Jarvis
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Clear Filter
October 2006
26 Oct 2006
Bollard delivers early Christmas present to the housing market
25 Oct 2006
Back from deal land
25 Oct 2006
FDL appoints new BDM
25 Oct 2006
Industry concerned about tax changes
24 Oct 2006
Bullish investors defy experts’ expectations
24 Oct 2006
Bye, bye Byett
24 Oct 2006
Suncorp and Promina agree to deal
23 Oct 2006
Close call whether rates will rise
20 Oct 2006
Capital Protected Commodities
20 Oct 2006
The perfect asset allocation
20 Oct 2006
Merged group sets some goals
20 Oct 2006
New asset allocation from Morningstar
19 Oct 2006
Pressure forces rates up
19 Oct 2006
BT gets new CIO
19 Oct 2006
Big guns maybe hauled in on tax changes
19 Oct 2006
Property market takes another hit from GST changes
18 Oct 2006
Deposit rate news briefs
18 Oct 2006
Second survey shows drop in KiwiSaver awareness
18 Oct 2006
The perfect asset allocation
17 Oct 2006
LIONTAMER ROADSHOW
17 Oct 2006
Bluestone launches reverse mortgages
17 Oct 2006
Soft landing an illusion
17 Oct 2006
Giles rejoins Hanover
16 Oct 2006
Residential property prices stage spring recovery
16 Oct 2006
LIONTAMER ROADSHOW
16 Oct 2006
Adviserlink Learning Courses
16 Oct 2006
Morningstar Asset Allocation Roadshow
16 Oct 2006
Saving for retirement based on guesswork
16 Oct 2006
News Round Up
16 Oct 2006
Software: Residential Investment Property Analysis
16 Oct 2006
Otago Lakes District – Queenstown and Wanaka, A remarkable outlook
14 Oct 2006
Housing boom triggers drop in savings
13 Oct 2006
Falling rates maybe short-lived
13 Oct 2006
More funding to help process building consents
13 Oct 2006
Fund Manager of the Year nominees announced
12 Oct 2006
Suncorp bid sparks rash of speculation
12 Oct 2006
LIONTAMER ROADSHOW
12 Oct 2006
Falling rates maybe short-lived
12 Oct 2006
Disclosing amount of commission unnecessary
12 Oct 2006
New energy efficiency measures will impact building
12 Oct 2006
New texts help real estate agents to do it by the book
11 Oct 2006
LIONTAMER ROADSHOW
11 Oct 2006
Nats would adopt tax proposal
11 Oct 2006
S&P seeks more support for ratings system
10 Oct 2006
HSBC's market share slides
10 Oct 2006
Adviserlink Learning Courses
10 Oct 2006
Adviserlink Learning Courses
10 Oct 2006
LIONTAMER ROADSHOW
10 Oct 2006
ASFONZ - Women in Super Breakfast
10 Oct 2006
Not enough advisers for KiwiSaver
10 Oct 2006
Geneva Finance strengthens team
10 Oct 2006
Frequently Asked Questions
09 Oct 2006
LIONTAMER ROADSHOW
09 Oct 2006
Site for pension discussion launched
09 Oct 2006
News Round Up
09 Oct 2006
Residential property still picked as top performer
09 Oct 2006
House prices still up, but stable
08 Oct 2006
Hawkins company buys National Finance loans
08 Oct 2006
KiwiSaver - Saving the kiwi way
08 Oct 2006
Wellington house prices move ahead
06 Oct 2006
2006 Tax Conference
06 Oct 2006
Obituary: Steve Stilton
06 Oct 2006
Our current account woes
05 Oct 2006
Spring campaign starts with a bang
05 Oct 2006
Wealthy and Wise sold
05 Oct 2006
Pension could be linked to life expectancy
05 Oct 2006
Spring campaign starts with a bang
04 Oct 2006
Market Review: Our Current Account Woes
04 Oct 2006
OMNIMax™ certification course
04 Oct 2006
Tax changes may have unintended consequences: Hildyard
03 Oct 2006
Developer to build 1000 Christchurch apartments in 10 years
03 Oct 2006
Bolger to TE chair board
03 Oct 2006
Inland Revenue KiwiSaver forum
03 Oct 2006
Understanding the FundSource deal
03 Oct 2006
NZ's first Islamic home loan launched
03 Oct 2006
Different approach to definition of adviser mooted
02 Oct 2006
Finally an announcement
02 Oct 2006
Financial planners finally get a ceo
01 Oct 2006
Residential tenancies reforms announced
01 Oct 2006
Residential tenancies reforms announced
September 2006
30 Sep 2006
NZX buys FundSource
30 Sep 2006
CBD office returns soar
29 Sep 2006
Changes needed to Taxation Bill: Property Council
29 Sep 2006
Affordable, sustainable, ‘research’ home opens in Rotorua
29 Sep 2006
Sale give Western Bay Finance investors some dollars
29 Sep 2006
Wairarapa: Tapping into the positive flow
28 Sep 2006
St Laurence gets highly experienced director
28 Sep 2006
Sale give Western Bay Finance investors some dollars
28 Sep 2006
Plantech sold to X Plan
28 Sep 2006
Fair ain't fair
28 Sep 2006
REINZ makes nine licence cancellation applications
27 Sep 2006
Landlords voice concerns over RTA proposals
27 Sep 2006
Landlords voice concerns over RTA proposals
27 Sep 2006
New regulations for retirement villages come into force
27 Sep 2006
The future arrives: TOWER launches global commodities fund
27 Sep 2006
BNZ changes its mortgage offering
27 Sep 2006
More modern tax rules to be developed
27 Sep 2006
Geneva keeps its B+ rating
27 Sep 2006
Plans to licence builder well-received: Minister
26 Sep 2006
Australian software fills front-end gap for Aegis
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Latest News
Advisers hope AI widens market
2 min read
Koura reports another loss
1 min read
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
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