New push to get advisers fully licensed
A new attempt to encourage advisers to apply for full licensing starts next week.
It consists of a series of free workshops run by the Financial Markets Authority (FMA). They aim to guide financial advisers through the process of applying for Class 1 licences.
A Class 1 licence applies to sole operators.
The workshops are part of the FMA’s campaign to encourage financial advice providers to complete their full licence applications by the target date of September 30th.
This ...MORE»
Inflation really weighs on returnsFriday, August 5th, 4:05PM
Given the barrage of headlines citing decades of high inflation, investors are asking how best to invest in an inflationary environment? In order to assess the current environment, it’s worth distinguishing nominal versus real rates using some examples close to home for everyone. Before you yawn and click off, here are a couple of interesting stats. MORE» |
What advisers can take from the FMA’s first big consumer surveyFriday, August 5th, 8:32AM
Nearly 40% of New Zealanders say they cannot afford financial advice. Only 18% use a financial adviser and 42% say they are not considering taking up any new financial products or services in the next 12 months. MORE» |
What consumers think of financial advisers
How consumers interact with the financial services sector: the FMA reveals all in a mammoth report
The FMA has today released the results of a comprehensive national survey on the mindset and motivations of consumers when managing their money and dealing with the financial services sector.
The 130-page document covers areas such as emerging risks, products and services, trust and confidence, behavour and attitudes towards the financial sector, the impact of financial advice, consumer knowledge ...MORE»
Fishers tipped to catch Kiwi WealthTuesday, August 2nd, 4:53PM
Fisher Funds is reported to be the successful purchaser of KiwiWealth. MORE» |
FMA set to release major consumer research ahead of COFI conduct regimeMonday, August 1st, 7:54AM
The FMA plans to release a big piece of work this week on consumer behaviour and how investors interact with the markets, as part of its drive to put customers front and centre of the financial services sector. MORE» |
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Jarden to build online investing platform
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GoodReturns TV
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[GRTV] It's time to rethink responsible investing
Kōura Wealth chief executive Rupert Carlyon says responsible investing is good but it's time to rethink some aspects of how it is done. MORE»
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Investments
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Inflation really weighs on returns
Given the barrage of headlines citing decades of high inflation, investors are asking how best to invest in an inflationary environment? In order to assess the current environment, it’s worth distinguishing nominal versus real rates using some examples close to home for everyone. Before you yawn and click off, here are a couple of interesting stats. MORE»
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Covid predictions – how did we do?
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TMM Online
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New push to get advisers fully licensed
A new attempt to encourage advisers to apply for full licensing starts next week. MORE»
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A first for Smartshares
NZX-owned Smartshares has appointed its first-ever Chief Customer Officer. MORE»
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A cluster of ‘modest’ accounts: what KiwiSaver balances really look like
In what’s believed to be an industry first, the NZ Society of Actuaries has produced a report that analyses account-level data for a large segment of the KiwiSaver market. MORE»
