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Getting to know...Clayton Coplestone

This week we meet the head of fund distribution business Heathcote Investment Partners, Clayton Coplestone.

Friday, March 27th, 10:43AM

Who are you and what do you do?

Heathcote Investment Partners actively seeks to own the NZ rights to world’s-best investment capabilities from here and overseas. We use a combination of independent research, adviser appetite and global connections to help identify capabilities that are appropriate for the retail, wholesale and institutional community.

How did you get into the funds management industry?

I started off working as a scripie for a stock broking firm in 1985 before joining a money market entity in September 1987 (more out of luck than management) ...MORE»

NZX launches options

Friday, March 27th, 6:00AM

Investors who want to trade equity options now have a local alternative.

MORE»

Website list removed

Thursday, March 26th, 2:30PM

The Financial Markets Authority has dropped its website list of authorised financial advisers because it did not always provide the most up-to-date information, a spokeswoman says.

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What is the value of CPD?

Continuing professional development does not offer much benefit for financial advisers, it has been claimed.

Thursday, March 26th, 6:00AM  10 comments

Authorised financial advisers are bound by the Code of Professional Conduct to complete 30 hours’ CPD over two years. But RFAs are only required to be competent to do their job.

It has been suggested the Financial Advisers Act review may increase what is required of RFAs. Already, several professional bodies require higher standard of their RFA members, including NZFAA, IBANZ and IFA. PAA has no set requirements but promotes CPD options ...MORE»

FMA takes AML action

Wednesday, March 25th, 6:00AM

Concerns about compliance with the anti-money laundering legislation have driven the Financial Markets Authority to issue warnings to a number of the businesses that report to it.

MORE»

No choice but to get a DIMs licence: Regan

Tuesday, March 24th, 7:54AM

AMP been granted a DIMS licence and says it was essential to go down this route, although it is unlikely to make any extra profit from offering the service to advisers.

MORE»

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Property prices impact on S&P’s assessment of NZ banking sector

Friday, March 27th, 9:52AM

A plunge in property prices is a key risk factor for banks in New Zealand, according to a new report from Standard & Poor’s. MORE»

Insurance Centre Sponsored by: 

Watch out for the newly promoted income protection client

Thursday, March 26th, 10:14AM  1 comment

Russell Hutchinson provides an example of why the policy wording of some income protection products should be changed. MORE»

Regulation Sponsored by: 

Tell MBIE what you think of regulation

Friday, March 13th, 6:00AM

Advisers are being asked to fill out a survey for the Ministry of Business, Innovation and Employment on what they think about regulation of the sector, as part of the review of the Financial Advisers Act. MORE»

People and Events Sponsored by: 

Partners chief actuary retires

Sunday, March 22nd, 8:15PM

Partners Life chief actuary Chris Coon is retiring after more than four years in the role. MORE»

Deposit Rates Sponsored by: 

Global bond yields collapse

Thursday, February 5th, 6:00AM

Global bond yields collapsed in January, driven by a combination of lower oil prices, inflation concerns and bond buying by the European Central Bank. MORE»

KiwiSaver   

Crowded KiwiSaver market sparks concern

Tuesday, March 17th, 6:00AM

The number of KiwiSaver providers in the New Zealand market may be unsustainable, the head of one of them says. MORE»

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Latest Comments
  • What is the value of CPD?
    “With respect Pragmatic and JM, in this instance, G.Lindsay's point is fair. Where does a Risk Specialist AFA go for relevant...”
    1 day ago by dcwhyte
  • Clients complain about adviser fees
    “All quite good comments really. The issue about not getting paid is clear communication/disclosure to clients. How do...”
    2 days ago by gavin austin adviser business compliance
  • Trauma problematic, Fidelity boss says
    “New product? This seems nothing more than the old Lifecare product Fidelity has had for ages, just now available on a standalone...”
    2 days ago by Tash
  • What is the value of CPD?
    “Even though I was waiting for it, I still get heartily sick of assertions that pension funds are the only way, and nobody...”
    2 days ago by Dirty Harry
  • Watch out for the newly promoted income protection client
    “The design aspect cuts both ways, presently it usually works in favour of the client as they often have a drop off in income...”
    2 days ago by RiskAdviser
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