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Philip Macalister
Paul McBeth
Pattrick Smellie
Donal Curtin
Murray Weatherston
Brian Klee
Louis Boulanger
Geoff Nairn
Rob Hosking
Pip Kay
Cameron Watson
Ian Waddell
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Rodney Hide
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Ian Arkle
Michael Daly
Vance Arkinstall
Paul Mersi
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Michael Littlewood
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Sue Allen
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Richard Newell
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Chapman Tripp
Ruth Le Pla
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Goldie
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Darrin Franks
FMA
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Peter Johnston
TNP
Susan Edmunds
Katrina Kruger
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December 2000
22 Dec 2000
Merry Christmas
20 Dec 2000
Morningstar's US CEO replaced
20 Dec 2000
Yes, location really matters
20 Dec 2000
Stop the takeover campaign launched
19 Dec 2000
Stock Exchange takeover defies logic
19 Dec 2000
New Zealanders in retirement want it all...but are not saving for it
19 Dec 2000
AXA New Zealand appoints new GM of Marketing
18 Dec 2000
National Bank changes horses
18 Dec 2000
What NZ insurers are doing about genetic testing
18 Dec 2000
The misuse of enduring powers of attorney
18 Dec 2000
IRD's Christmas gift to investors
17 Dec 2000
News Round Up
17 Dec 2000
Rates get a rejig
15 Dec 2000
New book release - The New Zealand Master Trusts Guide
15 Dec 2000
Prebble explains why he supports the superannuation bill
14 Dec 2000
Great Xmas Books
14 Dec 2000
PR: 1st Reading NZ Superannuation Bill
14 Dec 2000
New housing policy knocks back inflation
14 Dec 2000
Mercer's new head of research
13 Dec 2000
Still some risks with passive funds
13 Dec 2000
PR: Greens To Abstain On Super
13 Dec 2000
PR: Cullen welcomes Nat support
13 Dec 2000
PR: National Paves The Way For Rational Debate On Superannuation
13 Dec 2000
UK trusts stage a revival
13 Dec 2000
Financial planners bigger part of the landscape
12 Dec 2000
Year in review: mortgages
11 Dec 2000
AIA's parent becomes No.1
11 Dec 2000
Index funds to remain tax free
11 Dec 2000
Passive Tracker Funds Rulings Applications
11 Dec 2000
News Round Up
11 Dec 2000
Introduction to Financial Planning
10 Dec 2000
Changes at AIA
10 Dec 2000
Reduced rates ahoy!
07 Dec 2000
HIH betters its Australian parent
07 Dec 2000
Column: Don't mention the war
07 Dec 2000
BT promotes Gary Symons
07 Dec 2000
Guardian Trust moves into financial planning
07 Dec 2000
FPA Convention - Planning Pays
06 Dec 2000
Status quo on interest rates
06 Dec 2000
Managers want trust out
05 Dec 2000
Going once, going twice...
04 Dec 2000
Court of Appeal dismisses objections to Waltus proposal
04 Dec 2000
The need for diversification is greater in times of turbulence
03 Dec 2000
Battle of the Wills 2
03 Dec 2000
Advice necesary for couples under new law
03 Dec 2000
News Round Up
03 Dec 2000
CIOs to go
03 Dec 2000
Ogling the OCR
01 Dec 2000
Guardian Trust Funds Management Capital International roadshow
01 Dec 2000
Armstrong Jones OEIC Roadshow
01 Dec 2000
Armstrong Jones OEIC Roadshow
November 2000
30 Nov 2000
FMG appoints new CEO
30 Nov 2000
The war for talent fires up pay
30 Nov 2000
Guardian Trust Funds Management Capital International roadshow
30 Nov 2000
Guardian Trust Funds Management Capital International roadshow
30 Nov 2000
Armstrong Jones OEIC Roadshow
30 Nov 2000
Wizard launches Essentials loan
29 Nov 2000
Money Managers boss to the rescue
29 Nov 2000
Help for the bigger borrower
29 Nov 2000
Armstrong Jones OEIC Roadshow
29 Nov 2000
Armstrong Jones OEIC Roadshow
29 Nov 2000
Alliance Capital joins with AXA Asia-Pacific
28 Nov 2000
Superannuation Bill introduced to House
28 Nov 2000
Equitable slams Morningstar report
28 Nov 2000
PR: Let’s Debate The Scheme At Select Committee
28 Nov 2000
Investment manager retires
28 Nov 2000
Armstrong Jones OEIC Roadshow
28 Nov 2000
Fund reality check
28 Nov 2000
Armstrong Jones OEIC Roadshow
28 Nov 2000
Interest rates still to peak
27 Nov 2000
The stars fall for four managers
27 Nov 2000
PR: Super committee must be above politics
27 Nov 2000
Armstrong Jones OEIC Roadshow
27 Nov 2000
Armstrong Jones OEIC Roadshow
27 Nov 2000
Superwatch: Kiwis banking on home sales for comfortable retirement
27 Nov 2000
A brighter note for housing confidence
26 Nov 2000
News Round Up
24 Nov 2000
GSF Board announced
24 Nov 2000
Master trusts give good returns
24 Nov 2000
New Zealand a shining light: St John
23 Nov 2000
Perpetual Investment's Roadshow
23 Nov 2000
Making sense of the maze
22 Nov 2000
Court battles continue
22 Nov 2000
Perpetual Investment's Roadshow
22 Nov 2000
Tower buys AXA Health
21 Nov 2000
Premier looks at New Zealand
21 Nov 2000
An Exclusive Meeting with Rothschild
21 Nov 2000
Comparing the Online Brokers
21 Nov 2000
Perpetual Investment's Roadshow
21 Nov 2000
Household net worth still on the wane
21 Nov 2000
National housing figures down, but many regions still thriving
21 Nov 2000
Most New Zealanders expecting to eat their houses in retirement
21 Nov 2000
Cullen ignores Treasury advice
20 Nov 2000
An Exclusive Meeting with Rothschild
20 Nov 2000
An Exclusive Meeting with Rothschild
20 Nov 2000
An Exclusive Meeting with Rothschild
20 Nov 2000
One way to beat the Christmas rush
20 Nov 2000
Top jobs allocated
20 Nov 2000
News Round Up
20 Nov 2000
Introduction to Financial Planning
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Latest News
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
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