Video: [GRTV] Perpetual Guardians growth plans
Perpetual Guardian chief executive Patrick Gamble tells Philip Macalister about the firm’s plans to grow its funds management and financial advice business.
Fund managers ask for a pause in auditing of climate reportsTuesday, September 17th, 5:16AM
Fund managers want the government to delay the audit requirement for emissions data in fund climate reports. MORE» |
A tale of two villages – steady SUM and a RYM reckoningMonday, September 16th, 9:45AM
The post-COVID era has been incredibly difficult for many. In the context of NZ equities, perhaps none more so than the retirement village (RV) sector which has been stung by both higher interest rates and a weaker housing market. MORE» |
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How Kiwis can invest in the world’s best companies
Stephen Arnold, Founder and Chief Investment Officer at Aoris Investment Management, explains the quality approach that sets its global equity investment strategy apart. MORE »
Smart advisers spice up offerings with SME lending
Amid a slow housing market, mortgage advisers are diversifying into small business loans, tapping into a $20bn industry and becoming one-stop shops for their clients' financial needs. MORE »
Learnings from Our Clients
Compared to OECD standards, financial literacy and uptake of financial advice in New Zealand is low. The challenging economic environment makes understanding clients' wants, needs, and support requirements crucial to providing meaningful advisory services. MORE »
AMP moves ANZ money to BlackRock
ANZ has completed the closure of its wholesale funds management business with mandates moving to new managers. AMP explains what it has done with the funds managed by ANZ for its KiwiSaver and New Zealand Retirement Trust products.
AMP KiwiSaver Scheme and New Zealand Retirement Trust has moved its mandates with ANZ to BlackRock and changed the management style.
AMP general manager retail customer, Justin Boyes says; “The new funds will be actively managed with a blend of some index investments."
"We are confident, given the due diligence process, that this will result in improved client outcomes,” Boyes ...MORE»
Financial advisers urged to approach AI adoption with caution, FMA report saysFriday, September 13th, 7:21AM
Financial advisers must adopt a cautious and risk-focused approach when integrating artificial intelligence (AI) into their operations, according to a new report by the Financial Markets Authority (FMA). MORE» |
[GRTV] New FAP regime creates opportunities for advisersThursday, September 12th, 6:00AM
The creation of Financial Advice Providers (FAPs) has created a whole new set of opportunities for financial advisers. MORE» |
News Bites
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Fin Advice partnership extended
Financial Advice New Zealand extends partnership with Massey University’s Fin-Ed Centre. MORE»
GoodReturns TV
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[GRTV] From infantry to insurance, protection is a common thread
Four months after stepping into Naomi Ballantyne’s shoes, new Partners Life CEO Michael Weston, says he’d be naive to say the idea of taking the company forward wasn’t a bit daunting. MORE»
A tale of two villages – steady SUM and a RYM reckoning
The post-COVID era has been incredibly difficult for many. In the context of NZ equities, perhaps none more so than the retirement village (RV) sector which has been stung by both higher interest rates and a weaker housing market. MORE»
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I’m a life insurance adviser not a tax adviser!
[Opinion] Unless you are a tax expert you should not give tax advice. But does this mean life and health insurance advisers can simply ignore tax when it comes to giving advice? MORE»
TMM Online
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[Podcast] TMM Ep3 Adrienne Begbie - Prospa
Prospa NZ managing director Adrienne Begbie joins the TMM Better Business podcast to discuss opportunities for mortgage advisers. Here's some of the things she covers in this podcast. MORE»
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ANZ responsible investing chief heads to new pastures
Former FMA executive to take over ANZ Investments Responsible Investment team. MORE»
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Sharesies KiwiSaver adds multiple-base fund selection
Sharesies KiwiSaver members can now combine multiple base funds instead of having to choose only one for their KiwiSaver scheme. MORE»