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Time for fundamental allocation rethink

Advisers cannot keep doing the things they have always done and expect the same outcomes, a financial services consultant says.

Friday, February 24th, 6:00AM  7 comments

Grant Pearson, of Longitude68, said there had been a fundamental downshift in the world economy, and it was set to shake up traditional investing models.

“Advisers need to fundamentally reassess the whole idea how much they allocate in equities and the subsections of where they do that,” he said.

He said all asset allocation modelling went back 30 to 50 years and was based on long-term norms since World War II ...MORE»

Sales versus advice distinction 'lost'

Thursday, February 23rd, 6:00AM  16 comments

Industry commentators are angry that attempts to clearly separate sales activity from advice appear to have been abandoned in the rewrite of financial adviser legislation.

MORE»

Pie Funds relaunches global fund

Wednesday, February 22nd, 6:01AM

Pie Funds is relaunching its global fund, and increasing the number of direct investments it holds

MORE»

One case in 10 related to advisers: FMA

Going to court is not always the most effective way to deal with conduct and compliance issues, the Financial Markets Authority says.

Tuesday, February 21st, 6:00AM

It has released its Conduct Outcomes Report for the period from July 2015 to June last year.

It shows that 70% of completed investigations resulted in sanctions other than court action.

Almost 30 firms were removed from the Financial Services Providers Register. Four company directors agreed not to be involved in financial markets for a set period of time.

The FMA said it took a risk-based approach and focused on the types of conduct that were most likely to pose the most serious risks to fair, efficient and transparent markets ...MORE»

Gaynor: Role change part of succession plan

Tuesday, February 21st, 6:00AM

Milford executive director Brian Gaynor says his decision to give up portfolio management duties is part of a natural evolution for the firm.

MORE»

KiwiSaver popularity brings attention to 'second-order' problems

Tuesday, February 21st, 5:59AM

Former deputy prime minister and finance minister Sir Michael Cullen says the need for an annuity provider to help KiwiSaver members manage their lump sums on retirement is another sign of the scheme’s success.

MORE»

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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: 

Profits down for Kiwibank

Monday, February 20th, 5:42AM

Funding pressures and infrastructure spending are to blame for a 13% decline in Kiwibank’s net after-tax profit in the last half of 2016.   MORE»

Insurance Centre Sponsored by: 

FMA asks for client files

Wednesday, February 22nd, 3:08PM

Advisers who received requests for information from the Financial Markets Authority (FMA) in its investigation into replacement business have now been asked to hand over copies of client files. MORE»

Regulation Sponsored by: 

FMA warns on AML, won't name and shame

Wednesday, February 8th, 11:20AM

Twelve reporting entities, including advisers and advice firms, have been handed formal warnings for breaches of the Anti-Money Laundering and Countering Financing of Terrorism (AML/CFT) laws. MORE»

People and Events Sponsored by: 

Private Wealth Advisers adds to team

Wednesday, February 22nd, 9:15AM

Boutique investment advisory firm Private Wealth Advisers has appointed a new adviser. MORE»

Deposit Rates Sponsored by: 

UDC gets downgraded on sale news

Thursday, January 12th, 10:23AM

UDC has had its credit rating down-graded following ANZ's announcement it plans to sell the business to a private Chinese conglomerate, and questions are raised about the future of the finance company. MORE»

KiwiSaver   

KiwiSaver popularity brings attention to 'second-order' problems

Tuesday, February 21st, 5:59AM

Former deputy prime minister and finance minister Sir Michael Cullen says the need for an annuity provider to help KiwiSaver members manage their lump sums on retirement is another sign of the scheme’s success. MORE»

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Latest Comments
  • Time for fundamental allocation rethink
    “It’s pretty obvious from the huge global shift from active to passive that the standard response, from institutions with...”
    2 days ago by Brent Sheather
  • Sales versus advice distinction 'lost'
    “Chapman Tripp lawyer, Bradley Kidd, does an excellent job of explaining how the complexity of the law around client first...”
    2 days ago by Graeme Tee
  • Time for fundamental allocation rethink
    “All very good points Grant. If anybody would like to look at how this might impact retirement income please take a look at...”
    2 days ago by Anthony Serhan
  • Time for fundamental allocation rethink
    “Not quite sure that he is advocating an active approach. What he is advocating is that perhaps basing an allocation on (lets...”
    2 days ago by smitty
  • Time for fundamental allocation rethink
    “Trend and long-term investment perspectives have been drilled into so many "qualified" advisers and portfolio managers with...”
    2 days ago by Chatterbox
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