Archive - 2024
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September 2024
24 Sep 2024 All numbers point north for KiwiSaver
24 Sep 2024 Heartland gets new CEO
23 Sep 2024 NZ sharemarket sinks 0.6% on Fletcher raise
23 Sep 2024 ANZ goes with BlackRock
23 Sep 2024 Squirrel nests in Christchurch
23 Sep 2024 Squirrel sets up a drey in Christchuch
20 Sep 2024 NZ sharemarket falls almost 1.5% as indexes rebalance
20 Sep 2024 How well are ethical managers managing their strategies?
19 Sep 2024 NZ sharemarket rises as US Fed slashes rates
19 Sep 2024 I’m a life insurance adviser not a tax adviser!
18 Sep 2024 NZ sharemarket down 1.9% for the week
18 Sep 2024 AIA offers up to three months free from premiums
18 Sep 2024 Fin Advice partnership extended
18 Sep 2024 [GRTV] Perpetual Guardians growth plans
17 Sep 2024 ANZ responsible investing chief heads to new pastures
17 Sep 2024 NZX50 drops after AIA capital raise completed
17 Sep 2024 Resolution Life gets new president
17 Sep 2024 nib makes organisational changes ahead of life launch
17 Sep 2024 Fund managers ask for a pause in auditing of climate reports
16 Sep 2024 NZ sharemarket falls as investors look for cash for airport capital raise
16 Sep 2024 A tale of two villages – steady SUM and a RYM reckoning
16 Sep 2024 Former ANZ portfolio manager joins ACC
14 Sep 2024 Your Weekend Listen: Hear the latest from Prospa
14 Sep 2024 [Podcast] TMM Ep3 Adrienne Begbie - Prospa
14 Sep 2024 The messed up world of income protection structures
13 Sep 2024 NZX blue chip stocks off the boil after a poor reporting season
13 Sep 2024 AMP moves ANZ money to BlackRock
13 Sep 2024 Financial advisers urged to approach AI adoption with caution, FMA report says
13 Sep 2024 How Kiwis can invest in the world’s best companies
12 Sep 2024 NZ sharemarket reaches 32-month high, up 1.5%
12 Sep 2024 [GRTV] New FAP regime creates opportunities for advisers
12 Sep 2024 Turning 10: A Look Back at the Origin Story of Brokers, Plus How IPOs, Equities, and Self-Directed Investing are Tracking
12 Sep 2024 Today is Mindfulness Day - here's a new tool
11 Sep 2024 NZ sharemarket up on Manawa takeover proposal
11 Sep 2024 AIA gets new CTO
11 Sep 2024 Free accidental death cover boosted
11 Sep 2024 Sharesies KiwiSaver adds multiple-base fund selection
10 Sep 2024 NZ sharemarket up slightly, September's uncertainty continues
10 Sep 2024 AIA Wellbeing Survey: Putting on your own oxygen mask first
09 Sep 2024 NZ shares edge higher; Infratil, Gentrack rally on index inclusions
09 Sep 2024 The results are in
09 Sep 2024 A claim, without a policy in place
09 Sep 2024 The two-year wait advice problem
07 Sep 2024 Nikko explains its new name
07 Sep 2024 Your Weekend Read: Tips to help improve your wellbeing
07 Sep 2024 3 new FMA board members
06 Sep 2024 NZX 50 putters out; Infratil, F&P Healthcare drive weekly gain
06 Sep 2024 It’s time we indexed health insurance
06 Sep 2024 Differing views on latest CCCFA reforms
06 Sep 2024 All the best People news
06 Sep 2024 Goldband Finance continues expansion
06 Sep 2024 Nikko abandons Ark
05 Sep 2024 NZ shares gains, Infratil surges on demand for datacentres
05 Sep 2024 Government to remove personal liability for bank directors
05 Sep 2024 Govt to remove personal liability for bank directors
05 Sep 2024 Advisers are behavioural coaches
05 Sep 2024 FMA to investigate mortgage advice sector; RBNZ’s August rate cut seen as a positive sign for equities
05 Sep 2024 Industry gongs awarded
05 Sep 2024 Mortgage Supply leader and long term adviser retires
04 Sep 2024 New Zealand Equity Monthly August 2024
04 Sep 2024 NZ shares sail through choppy waters as Nvidia spooks global investors
04 Sep 2024 Integrity had no integrity: FMA
04 Sep 2024 New Zealand Equity Monthly August 2024
04 Sep 2024 Kiwibank grows its share of new mortgage lending; Smart advisers spice up offerings with SME lending
04 Sep 2024 FMA to investigate mortgage advice sector
04 Sep 2024 A large portion of investors don’t know what they’re taxed, survey says
04 Sep 2024 Liberty appoints a new underwriter
04 Sep 2024 Kiwibank grows its share of new mortgage lending at more than double its market share
04 Sep 2024 ESG KiwiSaver outperforms non-ESG on some profiles over five years
03 Sep 2024 Rudderless NZ sharemarket drifts lower
03 Sep 2024 IRD wants to make fund management fees exempt GST
03 Sep 2024 Chubb boss to retire
03 Sep 2024 Embracing GenAI: A Roadmap for NZ Financial Services Companies - Part 3
02 Sep 2024 NZ shares spring into September on hopes of economic revival
02 Sep 2024 Smart advisers spice up offerings with SME lending
02 Sep 2024 FNZ founder steps back
02 Sep 2024 Should we be advocating self-serve?
August 2024
30 Aug 2024 Fletcher dodges product recall in upbeat end to August for NZX 50
30 Aug 2024 A bit of volatility
29 Aug 2024 NZ shares fall in shadow of Nvidia result
29 Aug 2024 Heartland reverse mortgages grow 20%, online-only home loans sink; Pepper people appointment
29 Aug 2024 Investors should gird for a US post-election roller coaster
29 Aug 2024 Heartland reverse mortgages grow 20%, online-only home loans sink
29 Aug 2024 Revenue up, profit down for insurer
28 Aug 2024 NZ shares gain as Scales bounces back from Cyclone Gabrielle
28 Aug 2024 The first prosecution under CCCFA
28 Aug 2024 Pepper people appointment
28 Aug 2024 First prosecution under CCCFA
28 Aug 2024 Two KiwiSaver schemes report larger losses but make revenue gains
27 Aug 2024 NZ shares sink as dour earnings highlight soggy economy
27 Aug 2024 Raining PIE funds
27 Aug 2024 NZFSG makes changes to its distribution team; Mortgage commitments jumped in July
27 Aug 2024 NZFSG makes changes to its distribution team
27 Aug 2024 Mortgage commitments jumped in July as wholesale rates fell
26 Aug 2024 NZ shares gain as Chorus dividend leads the way
26 Aug 2024 NZFSG creates insurance team
26 Aug 2024 Consilium cracks milestone
24 Aug 2024 Your Weekend Read: What you need to know about the ComCom report; Bluestone departs (again)
24 Aug 2024 A deep dive into the ComCom report and what it means for mortgage advisers
24 Aug 2024 Claim time is ‘when rubber hits road’
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