Archive - 2023
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November 2023
06 Nov 2023 What's the future look like for Fin Advice NZ?
06 Nov 2023 Mortgage advisers to be offered another association choice
06 Nov 2023 New faces but not enough places
05 Nov 2023 Former Smartshares boss joins competitor
05 Nov 2023 [The Wrap] What's the future for Financial Advice NZ?
04 Nov 2023 New app for borrowers
04 Nov 2023 From drought to flood - climate risk and the RBNZ
04 Nov 2023 NZXWT onboards another $200 million
03 Nov 2023 NZ sharemarket marks four days of rises
03 Nov 2023 Value manager PM Capital gets a new owner
03 Nov 2023 Case Study: Comvita – Climate action leaders to watch
03 Nov 2023 New responsible investment definitions aim for clarity and an end to confusion
02 Nov 2023 Surge leads to biggest single-day rise in NZ sharemarket
02 Nov 2023 Fin Advice NZ appoints caretaker CEO
02 Nov 2023 Former Napier-based mortgage adviser pleads guilty to dishonesty offences
02 Nov 2023 Former mortgage adviser pleads guilty to dishonesty offences
02 Nov 2023 RBNZ coy on DTIs but plans public consultation
02 Nov 2023 Housing slump over
02 Nov 2023 Forsyth Barr won't comment on Hobson Wealth speculation
01 Nov 2023 NZ sharemarket rebounding strongly
01 Nov 2023 Household financial stress likely to grow: RBNZ
01 Nov 2023 Struggles with debt for most Kiwis
01 Nov 2023 [OPINION] How to make 20% from commercial property
01 Nov 2023 Supporting Advisers for Growth
01 Nov 2023 [Opinion] Why did Southern Cross cancel an interview with its CEO?
October 2023
31 Oct 2023 NZ sharemarket breaks seven days of declines
31 Oct 2023 JMI Wealth expands into Waikato with buyout
31 Oct 2023 NZ households more exposed to mortgage defaults
31 Oct 2023 New Zealand households more exposed to mortgage defaults
31 Oct 2023 Gap biggest ever between building new and buying an existing home
31 Oct 2023 Accuro policyholders to retain non-Pharmac-funded drug benefit
31 Oct 2023 KiwiSaver - is consolidation on the cards?
30 Oct 2023 NZ sharemarket continues to slide
30 Oct 2023 The Bond market gives investors a High Five
30 Oct 2023 No loosening of OCR settings any time soon
30 Oct 2023 Auckland’s average weekly rent tips over $650
30 Oct 2023 No loosening of high OCR settings
30 Oct 2023 Accuro policyholders to vote on merger with UniMed
29 Oct 2023 Governance; bite by bite
27 Oct 2023 NZ sharemarket hits 16-month low
27 Oct 2023 Record high interest bills are hitting mortgage borrowers
27 Oct 2023 Interest payments on mortgages soar
27 Oct 2023 Residential and industrial property development tanking
27 Oct 2023 How to handle clients during the cost of living crisis
27 Oct 2023 Magellan CEO departs abruptly after FUM slide
26 Oct 2023 NZ sharemarket continues to slide
26 Oct 2023 Nominations open for industry awards
26 Oct 2023 An agreed model is needed
26 Oct 2023 Specious arguments from big banks need to be taken down - Habilis
26 Oct 2023 Drug destruction proved despite no pre-tenancy test
26 Oct 2023 What if the government had paid down debt instead of investing in the NZ Super Fund?
25 Oct 2023 Interest rates, earnings guidance squeezes shares down
25 Oct 2023 ANZ&BNZ increase interest rates again; Recovery in mortgage lending expected in next six months
25 Oct 2023 Recovery in mortgage lending expected in next six months
25 Oct 2023 KiwiWrap KiwiSaver has highest average balance
24 Oct 2023 Eroad leads market lower as rising bond yields weigh
24 Oct 2023 BTR on cusp of becoming a major housing sector
23 Oct 2023 Shanks stays in industry but moves to Oz
20 Oct 2023 NZX50 sinks to lowest point for 2023
20 Oct 2023 Inflation drops, wealth falls but lower OCR still a way off
20 Oct 2023 Subdued market recovery over past five months
20 Oct 2023 Akahu aspires to be the "plumbing" of open banking
20 Oct 2023 Harbour Investment Outlook: Higher for longer, but how much longer?
19 Oct 2023 International tension, high bond yields drives stocks lower
19 Oct 2023 Refinancing becomes a hot option for borrowers
19 Oct 2023 Refinancing becoming a hot option for borrowers
18 Oct 2023 NZ market flattens as investors mull on data
18 Oct 2023 Which is the riskier business? Advice or Product?
18 Oct 2023 CCCFA changes can’t come fast enough
18 Oct 2023 Investors show market return
18 Oct 2023 Changes can’t come fast enough
18 Oct 2023 Insync uncovers flaws in passive versus active debate
17 Oct 2023 NZ market lifts after surprise CPI data
17 Oct 2023 Partners Life unbundles trauma cover
17 Oct 2023 Inflation rate falls to 5.6%
17 Oct 2023 Inflation drops lower than predictions
16 Oct 2023 Changes on horizon under new government
16 Oct 2023 Fletcher Building pulls NZ market lower
16 Oct 2023 Fiscal restraint may on the table
16 Oct 2023 Fiscal restraint probably on the table
16 Oct 2023 Aucklanders lead the way in seeing a bullish housing market
16 Oct 2023 Unlocking Homeownership Options with Pepper Money
15 Oct 2023 Insurance can help parents facing mental health concerns
13 Oct 2023 NZ market dips as election looms
13 Oct 2023 Yovich & Co Wealth goes live on NZX Wealth Technologies platform
13 Oct 2023 Many people with home loans are managing relatively well
13 Oct 2023 Number of borrowers ahead on repayments dips slightly
13 Oct 2023 Avanti gets new driver of its auto business
13 Oct 2023 Attestations, qualifications, and just general tick boxing
12 Oct 2023 Fletcher and election uncertainty makes for a quiet sharemarket
12 Oct 2023 Green shoots appearing in housing market
12 Oct 2023 Higher rents for fewer rentals
11 Oct 2023 NZ market edges up while Fletcher Building goes into trading halt
11 Oct 2023 New code launched for debt collectors
11 Oct 2023 More time on clients, less on investment
11 Oct 2023 New code for debt collectors
11 Oct 2023 Beyond wealth – financial planning works
11 Oct 2023 Fidelity's three-headed prong back into adviserland
11 Oct 2023 Consilium Wrap lowers international brokerage fees
10 Oct 2023 NZ market enjoys positive bounce amidst volatile day
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