Archive - 2001
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December 2001
31 Dec 2001 News Round Up
27 Dec 2001 Mortgage borrowing surged in November
27 Dec 2001 New broking firm to be established
27 Dec 2001 Crossword #2
27 Dec 2001 News Round Up
27 Dec 2001 SBS to set up funds management arm
22 Dec 2001 Super people in rolling maul
21 Dec 2001 NZSE's new directors
21 Dec 2001 Roller coaster year for housing and mortgage markets
21 Dec 2001 Arcus Investment Management Ltd
21 Dec 2001 Spicers
21 Dec 2001 Merry Christmas from Good Returns
20 Dec 2001 Experts now wanted as guardians
20 Dec 2001 Decision helps Calan
19 Dec 2001 2001 competitive year for insurers
19 Dec 2001 Better returns expected for super fund
19 Dec 2001 Better returns for super fund
18 Dec 2001 Macquarie adds new advisers
18 Dec 2001 House sales jump in November
18 Dec 2001 Our business more than money and numbers
18 Dec 2001 Fixed mortgage interest rates begin to firm
17 Dec 2001 Rich has backer for new venture
17 Dec 2001 Tower Trust appoints new head
16 Dec 2001 News Round Up
14 Dec 2001 Urge to merge questioned
13 Dec 2001 Kiwi home ownership levels sink
13 Dec 2001 Quality of hedge managers declining
12 Dec 2001 The evolving world of personal trusts
12 Dec 2001 Economist sees potential housing boom
12 Dec 2001 Act at sixes and sevens on super
11 Dec 2001 Rothschild looks for a partner
11 Dec 2001 Morningstar appointments
11 Dec 2001 Norris' view on Ballantyne's non-appointment
11 Dec 2001 News Round Up
10 Dec 2001 Rough quarter for managed funds
10 Dec 2001 Fidelity reveals who its new ceo is
10 Dec 2001 Fidelity's new ceo
09 Dec 2001 NZ Funds burglar caught
07 Dec 2001 Fund Manager League Table
07 Dec 2001 ANZ woos mortgage brokers with $300 service promise
06 Dec 2001 Another one goes at Morningstar
06 Dec 2001 Commission closes mortgage brokers
06 Dec 2001 Major changes at Tower
06 Dec 2001 Morningstar sticks with two part research
05 Dec 2001 Health tax may threaten insurance industry
05 Dec 2001 Unbankable people wanted
05 Dec 2001 Succession Planning: Is employing young planners a good option?
05 Dec 2001 Minto rejoins the fold
05 Dec 2001 Ballantyne reveals why she left Sovereign
05 Dec 2001 Equitable keeps 3 stars
04 Dec 2001 New CFAs
04 Dec 2001 Researcher now selling funds online
03 Dec 2001 Adviserlink - Introduction to Financial Planning
03 Dec 2001 CRM in the Financial Services Market
02 Dec 2001 News Round Up
01 Dec 2001 Hot investments just an easy sell?
November 2001
30 Nov 2001 CSFB closes retail arm
30 Nov 2001 Harts: anatomy of a disaster
29 Nov 2001 New Zealanders borrowed more in October
29 Nov 2001 Morningstar backs off threat to Russell
28 Nov 2001 Contributory mortgages under spotlight
28 Nov 2001 St Laurence appoints two new people
27 Nov 2001 Southern Cross challenge starts
27 Nov 2001 Cullen bats off questions
27 Nov 2001 News Round Up
27 Nov 2001 Housing consents bounced back in October
27 Nov 2001 Planned Super Fund rapidly losing favour
27 Nov 2001 Rich sets off on a new course
26 Nov 2001 Jacking up prices is rife at the moment
26 Nov 2001 Rich ousted from Morningstar
23 Nov 2001 Morningstar on the brink of liquidation
23 Nov 2001 New manager at Perpetual Trust
22 Nov 2001 Public Trust's free will-making service threatened
22 Nov 2001 Public Trust's free will-making service threatened
22 Nov 2001 The Warehouse says E-Loan became redundant
22 Nov 2001 Burglars break into leading fund manager's office
22 Nov 2001 FPA National Convention 2001
21 Nov 2001 RSA sets up broker committees
21 Nov 2001 Rich battles for control of Morningstar
20 Nov 2001 Stale price can distort hedge fund returns
20 Nov 2001 Liquid picks up E-Loan
20 Nov 2001 TMF and Deutsche do a deal
20 Nov 2001 KPMG Legal appoints Simon McArley
20 Nov 2001 Not all hedge funds created equal
19 Nov 2001 Stats bode well for Auckland housing: Trass
19 Nov 2001 Smedley's new role
18 Nov 2001 News Round Up
16 Nov 2001 Super Fund will provide a basic standard of living
15 Nov 2001 A new way to buy banks
15 Nov 2001 Planners not great at their own planning
15 Nov 2001 House prices bounce
15 Nov 2001 Chen joins AMP
15 Nov 2001 The Macquarie Titan Trust
15 Nov 2001 The Macquarie Titan Trust
15 Nov 2001 What is the next investment style?
14 Nov 2001 State denies health business for sale
14 Nov 2001 New GT bdm
14 Nov 2001 The Macquarie Titan Trust
14 Nov 2001 The Macquarie Titan Trust
14 Nov 2001 Reserve Bank cuts OCR to 4.75%
Latest News
[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
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Trust in AI’s decision making not keeping pace with adoption
Trust in AI’s decision making not keeping pace with adoption
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Banks lose KiwiSaver share
Banks lose KiwiSaver share
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Latest Comments
FE Investments in receivership
Fei , trustees still hold large of money not yet refund fully.
6 days 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?
2 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.
2 weeks ago P Urbani