Archive - 2024
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October 2024
30 Oct 2024 Prospa expands its offerings in New Zealand
30 Oct 2024 How much knowledge of medical conditions are life advisers expected to have?
30 Oct 2024 Coach dances into sales role at AIA
30 Oct 2024 Prospa expands its offerings
29 Oct 2024 NZ sharemarket up nearly 1% after long weekend as Serko surges
29 Oct 2024 Pathfinder team mourns death of portfolio manager
29 Oct 2024 Booster Foundation takes off
29 Oct 2024 Insync: Market concentration a myth
28 Oct 2024 Active or Passive? How about the best of both worlds
26 Oct 2024 Stakeholders’ satisfaction with FMA takes a tumble
25 Oct 2024 Robust trading update from Tauranga Port perks up market
25 Oct 2024 IRD likely to catch up with those not declaring FIF income
24 Oct 2024 NZ sharemarket up 0.2%, Infratil hits all-time high
24 Oct 2024 Regulator seeks improvements from DIMS licence holders
24 Oct 2024 ANZ says Kiwibank is grabbing a quarter of home and business loans
24 Oct 2024 [GRTV] Smart is launching four new ETFs
23 Oct 2024 NZ sharemarket posts small decline on busy day
23 Oct 2024 ANZ says Kiwibank is grabbing 25% of home and business loans
23 Oct 2024 New head of wealth partnerships at PG Investments
22 Oct 2024 NZ sharemarket down 0.8%, ASX almost double that
22 Oct 2024 NZFSG’s ‘MyInduction’ Programme: Setting advisers up for success
22 Oct 2024 Economist Shamubeel Eaqub joins Simplicity
22 Oct 2024 Asteron Life internship a career launching opportunity for AUT student
22 Oct 2024 ASB looks for a CIO
22 Oct 2024 Guardians of NZ Superannuation appoints co-CIOs
21 Oct 2024 NZX50 nears the 13,000 points mark for the first time since 2021
21 Oct 2024 Avanti Finance has a new chief risk officer
20 Oct 2024 Select Wealth joins $1 bill club
20 Oct 2024 nib launches tool to support women through menopause
20 Oct 2024 Booster Savvy ups for tech gongs
19 Oct 2024 KiwiSaver shortcomings identified in global report
18 Oct 2024 NZ sharemarket closes week with near 0.5% gain
18 Oct 2024 AI forecast to take care of majority of advisor loan deals
17 Oct 2024 NZ sharemarket up 1% after yesterday's 1.5% fall
16 Oct 2024 NZ sharemarket dives 1.5% despite positive inflation data
16 Oct 2024 KAN chair calls for financial advisers to be exempt from CoFi
15 Oct 2024 Basecorp gets more funding for short-term mortgages
15 Oct 2024 NZ sharemarket up nearly 0.6%, Vista surges
15 Oct 2024 Retail investors seek relative safety in managed funds and ETFs
15 Oct 2024 FMT adds another investment director
14 Oct 2024 NZ sharemarket down 0.6%
14 Oct 2024 Why the Reserve Bank should cut interest rates by a further 1% before Christmas
14 Oct 2024 Link Group appoints two new national growth managers
11 Oct 2024 NZ sharemarket ends week up nearly 1.8%
11 Oct 2024 Tattoo removal and IVF companies are part of Generate's new PE deal
10 Oct 2024 NZ sharemarket down, but up 8.2% for the year
10 Oct 2024 Harris or Trump? It doesn’t matter for investors
10 Oct 2024 CPI, it's simple, right?
10 Oct 2024 NZX’s Smart links up with iShares to launch new funds
09 Oct 2024 NZ sharemarket favours OCR cut, up 1.75%
09 Oct 2024 Banks slash floating rates after 50bp OCR cut
09 Oct 2024 BREAKING: OCR 4.75%
09 Oct 2024 BREAKING: OCR 4.75% – Monetary restraint reduced as inflation converges to target
09 Oct 2024 New Zealand Equity Monthly September 2024
09 Oct 2024 Big day today
09 Oct 2024 Advisers frustrated with NZCFS L5 marking
08 Oct 2024 NZ sharemarket slides despite some positive data
08 Oct 2024 Sharesies KiwiSaver to offer self-select for US shares
08 Oct 2024 Is NZ Funds Management for sale?
07 Oct 2024 NZ sharemarket down nearly 0.2%
07 Oct 2024 [OCR Forecast] Economists, markets expect a 50bp OCR cut on Wednesday
07 Oct 2024 KiwiSaver winners
07 Oct 2024 Economists, markets expect a 50bp OCR cut on Wednesday
05 Oct 2024 Your weekend read: Hybrid working not all bad
05 Oct 2024 New executive appointment at FMA
04 Oct 2024 NZ market rises on potential for more Chinese stimulus
04 Oct 2024 Changes at Partners Life
04 Oct 2024 Ratings agency S&P positive about Avanti's market position
04 Oct 2024 Ratings agency positive about Avanti's market position
03 Oct 2024 NZ sharemarket rises as investors return to blue-chip stocks
03 Oct 2024 Science-backed approach to ‘democratising investment’
03 Oct 2024 How much do NZers know about mortgage advisers? The answer might surprise you
03 Oct 2024 NZers generally don't know about mortgage advice: New reseach
03 Oct 2024 Appalling agency application processes
02 Oct 2024 Middle East conflict weighs on NZ sharemarket
02 Oct 2024 Don’t overlook impact of TPD, adviser urges
01 Oct 2024 Former Resimac BDM finds a new home
01 Oct 2024 NZ sharemarket rallies on increasing business confidence
01 Oct 2024 [GRTV] New name, new funds for Smartshares
01 Oct 2024 Investment in unethical businesses falling
01 Oct 2024 Insurance transforms end-of-life care
01 Oct 2024 Employees are wanting health and life insurance
September 2024
30 Sep 2024 NZ sharemarket ends day down but Hallenstein Glasson reports solid annual result
30 Sep 2024 Strategic versus Tactical Allocation
30 Sep 2024 Advisers’ role clarified by select committee
30 Sep 2024 Southern Cross Health Society Group annual results reflect steep increase in demand for private healthcare
30 Sep 2024 Southern Cross Health Society Group annual results reflect steep increase in demand for private healthcare
28 Sep 2024 Chubb Life makes changes to trauma benefit
27 Sep 2024 Market close: Market eases after a strong afternoon of trading
27 Sep 2024 Asteron Life announces 2024 Million Dollar Round Table programme recipients
27 Sep 2024 [GRTV] Stronger and more unified voice needed to force KiwiSaver changes
26 Sep 2024 NZ sharemarket rallies strongly after four days of falls
26 Sep 2024 Te Ara Ahunga Retirement Commission backs home equity release with advice
26 Sep 2024 Retirement Commission backs home equity release with advice
26 Sep 2024 Be clear in explaining unfunded medicines
26 Sep 2024 IFSO goes to court to secure payment
25 Sep 2024 NZ sharemarket gets a boost from Fonterra's positive news
25 Sep 2024 RIAA aligning climate standards across borders
24 Sep 2024 NZ sharemarket hits six-week low
24 Sep 2024 Bigger rate cuts called for
Latest News
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
Trust in AI’s decision making not keeping pace with adoption
Trust in AI’s decision making not keeping pace with adoption
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