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Call for KiwiSaver to follow Super Fund on ethical investing

New Zealand's newest KiwiSaver provider is calling on the rest of the industry to adopt standard responsible investing protocols.

Wednesday, August 24th, 6:00AM  2 comments

KiwiSaver investments have been in the spotlight over recent days after a political outcry over revelations that some default funds are invested in companies making bombs and land mines. 

Sam Stubbs, of new KiwiSaver provider Simplicity, said it would make sense for the whole industry to follow the NZ Super Fund's policy on responsible investment.

The fund has an extensive responsible investing programme, including exclusions for companies involved in the manufacture of cluster munitions, manufacture or testing of nuclear explosives, anit-personnel mines, tobacco or whale meat ...MORE»

KiwiSaver transfers from Australia still a drag

Tuesday, August 23rd, 6:00AM

Some New Zealanders trying to transfer Australian superannuation funds back to this country are still facing difficulties.

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Grosvenor dumps Vanguard over cluster bombs

Tuesday, August 23rd, 6:00AM

Grosvenor Financial Services has moved quickly to the furore around index funds investing in cluster bomb manufacturers by replacing one of its index managers, although the move comes at a cost.

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Client interests: first, best or last?

Imagine you’re seeing your doctor or lawyer and they tell you “just so we are clear, my duty is to put your interests first… but I won’t necessarily be acting in your best interests.”  How would you feel? Comforted and relieved?  Or surprised and confused?  In this commentary John Berry looks at a financial adviser’s duty to place the interests of the client first (but not to act in the client’s best interests).  What does this mean?  Is it what clients expect?

Monday, August 22nd, 6:10AM  12 comments

Understanding professional duties

“Acting in the best interests of a client” seems self-explanatory but is also hard to define concisely.  It means something like evaluating and balancing all elements to promote the advantage of the client. This contrasts with the Code Standard obligation to “place interests of the client first” which appears to be much narrower.  “Client interests first” simply tells us that if the interests of the adviser and client conflict, then the client’s interests are to take priority ...MORE»

Stacey loses Diversified fight

Monday, August 22nd, 6:00AM

Norman Stacey may have had “seller’s regret” after selling his company Diversified to Fisher Funds – but cannot blame his former co-director, Vicki Watson, for the outcome, a judge has ruled.

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Life insurance adviser's warning 'a message'

Friday, August 19th, 6:00AM  3 comments

The Financial Markets Authority may be trying to send a message to the industry by making public some of the details of a warning delivered to an insurance adviser.

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Insurance Review Sponsored by: 

Industry must face up to trend for commission regulation

Friday, July 15th, 11:51AM  7 comments

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

Mortgage Centre Sponsored by: 

Expect OCR cut in November - economists

Wednesday, August 24th, 6:00AM

Further OCR cuts are looming strongly on the horizon in the wake of the Reserve Bank’s speech yesterday, economists have said. MORE»

Insurance Centre Sponsored by: 

nib doubles profit after OnePath acquisition

Monday, August 22nd, 11:32AM  6 comments

[UPDATED] nib's New Zealand chief executive says its strong investment in marketing and promotion of all distribution channels should help advisers. MORE»

Regulation Sponsored by: 

Call for more scrutiny of regulators

Monday, August 15th, 5:59AM  2 comments

Financial services providers are becoming ever more familiar with the Financial Markets Authority in its industry oversight role – but who is keeping an eye on the regulators? MORE»

People and Events Sponsored by: 

AMP Capital's two latest appointments

Monday, August 22nd, 6:53AM

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Deposit Rates Sponsored by: 

Term deposits offered via Consilium platform

Thursday, August 18th, 6:00AM

A new term deposit offer on the Consilium platform is another way for advisers to ring-fence their clients’ financial needs and boost their value proposition, the firm says. MORE»

KiwiSaver   

Call for KiwiSaver to follow Super Fund on ethical investing

Wednesday, August 24th, 6:00AM  2 comments

New Zealand's newest KiwiSaver provider is calling on the rest of the industry to adopt standard responsible investing protocols. MORE»

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