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Getting to Know: Norman Stacey

Norman Stacey is a financial adviser and investment strategist who was involved in a high-profile court case relating to the sale of his business. He now spends much of his time in Thailand.

Friday, April 28th, 12:00PM

Who are you and what do you do?

I am an Investment Strategist, and a Financial Adviser to a small number of high-net worth individuals or Trusts. Portfolios enjoyed 16% returns for the year just passed (to March 31st 2017) and 35% cumulative over the three years (since March 2014).

How did you get into the industry?

I studied Economics, became an investment analyst and then a stockbroker in North America, before returning to New Zealand in 1994 ...MORE»

Advisers 'must be represented in working group'

Friday, April 28th, 6:00AM  3 comments

Any working group put together to develop the new Code of Conduct for advisers needs to have current practitioners among its number, one adviser says.

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Start-up drops out of fintech accelerator programme

Thursday, April 27th, 6:00AM

One of the Kiwibank Fintech Accelerator’s seven start-ups has pulled the pin on its business.

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Clients can't stomach risk: Ndege

The founder of a new risk profiling tool being launched in New Zealand says too many advisers overestimate their clients' capacity to handle risk.

Wednesday, April 26th, 6:00AM  1 comment

Pocket Risk, a tool used by US and UK advisers, is launching in New Zealand next Tuesday.

It allows advisers to create a dashboard compiling information about their clients' goals, risk tolerance and risk capacity.

They can email questionnaires to clients to fill out to assess their risk profiles, and connect the scores to model portfolios.

It has been available to advisers internationally for four years but founder and chief executive John Ndege said he was responding to requests for it to be made available in New Zealand ...MORE»

First cull of working group applicants

Monday, April 24th, 6:00AM

Interviews will happen over the coming weeks with applicants for positions on the working group that will develop the new code of conduct for financial advisers.

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Warminger, FMA appeal

Sunday, April 23rd, 8:00PM

The Financial Markets Authority is appealing a judge’s decision that eight of Milford Asset Management portfolio manager Mark Warminger’s trades did not manipulate the market.

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Insurance Review Sponsored by: 

Industry must face up to trend for commission regulation

Friday, July 15th, 11:51AM  8 comments

Massey University's Michael Naylor discusses the FMA's report on insurance replacement business. MORE»

Mortgage Centre Sponsored by: 

Local flavour makes for bank winners

Monday, April 24th, 10:23AM

It seems that locally owned banks rule the roost when it comes to customer satisfaction, with three New Zealand banks taking out the top awards in Consumer NZ’s latest awards. MORE»

Insurance Centre Sponsored by: 

Ballantyne: Advice businesses should be more businesslike

Thursday, April 20th, 11:34AM

Insurance advisers should take some tips from other industries when it comes to investing in their own practices, Partners Life's managing director says. MORE»

Regulation Sponsored by: 

FARs - where's the accountability?

Wednesday, March 29th, 6:00AM  15 comments

It is appropriate for financial advice providers to be accountable for their financial advice representatives, because they are simply acting as a conduit between the provider and the client, the Ministry of Business, Innovation and Employment says. MORE»

People and Events Sponsored by: 

Sovereign exec takes over running F&P Finance

Wednesday, April 19th, 6:22AM

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Deposit Rates Sponsored by: 

Shareholders chip in

Monday, April 10th, 6:00AM

Kiwibank has had to go to its new shareholders for more money. MORE»

KiwiSaver   

More than half of Kiwis saving for retirement

Wednesday, April 19th, 9:31PM

Non-KiwiSaver schemes still have biggest balances, statistics show. MORE»

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