Volatility and Illiquidity to become KiwiSaver norm

Advisers will need to do plenty of client hand-holding as balances increasingly battle volatility and managers delve into more illiquid assets, according to research house Morningstar.

Advisers will need to do plenty of client hand-holding as balances increasingly battle volatility and managers delve into more illiquid assets, according to research house Morningstar.

As global markets have reacted to the uncertainty of US President Trump’s tariff war, the message to members has been to keep calm and carry on, and advisers play a key role in delivering the message to clients, ...MORE»

Let the dust settle on CoFI says former exec Wednesday, April 9th, 6:26AM  5 comments A week into the CoFI regime one industry commentator says consumers do stand to benefit from providers having to work hard to ensure they hold on to their licences. MORE»

Knowledge gap a challenge for advice sector Tuesday, April 8th, 7:56AM  2 comments Much of the financial advice world still lacks the specialist knowledge required to meet investors’ expectations for advising them on ethical and responsible investment choices, according to the latest survey by Mindful Money and the Responsible Investment Association Australasia. MORE»

Collective action underway to promote advice

The reputation of the advice sector is up for a makeover with a collaboration between the Retirement Commission and Financial Advice New Zealand to help promote the value advisers bring to their clients’ lives.

The commission has included a workstream within its just-launched National Strategy for Financial Capability, which will see FANZ lead a project to promote the value of professional financial advice through life’s defining moments.

Retirement Commissioner Jane Wrightson told FANZ National Adviser Conference delegates that earlier versions of the national strategy have been successful in helping ...MORE»

Trust Management gets a new view on bonds Monday, April 7th, 6:02AM Ethical fund manager Trust Management has entered into a partnership with one of the world’s largest asset managers to manage bonds. MORE»

[The Wrap] Bouquets and brickbats in a big week; A challenge for advisers too Friday, April 4th, 5:02PM In true Wrap style this is a wrap of the past week and it has been a big one. Philip Macalister hands brickbats and bouquets and offers up a challenge to advisers. MORE»

News Bites

TA Associates deal to buy Craigs stake clears hurdles

Craigs Investment Partners shareholder have approved a proposal to sell a 50% share in the company to global private equity firm TA Associates. MORE»

GoodReturns TV

[GRTV] Antipodes portfolio manager discusses emerging markets fund's potential amid volatility

Antipodes Portfolio Manager John Stavliotis discusses the opportunities in emerging markets, their strong growth potential and diversification benefits.  MORE»

Harbour Outlook: Escalating trade tensions impact markets

In early April, the US announced more aggressive than expected increases in import tariffs, which incorporate a reciprocal tariff programme with a minimum 10% on all countries, including Australia and New Zealand. MORE»

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After short delay nib life takes off

nib says its new Ultimate Life and Living Insurance suite of products will be available to advisers from Wednesday after, after delaying the initial launch date. MORE»

TMM Online

Advisers to be educated on lending for businesses

Newly minted HomeSec New Zealand manager Ziggy Munz is confident residential mortgage advisers will be able to add another arrow to their lending bow after an education programme he is planning. MORE»

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Generate promotes one of its distribution team

Generate appoints Marc Grigg as national investment distribution manager. MORE»

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Volatility and Illiquidity to become KiwiSaver norm

Advisers will need to do plenty of client hand-holding as balances increasingly battle volatility and managers delve into more illiquid assets, according to research house Morningstar. MORE»