KiwiSaver engagement and active choice growing
Milford, Generate and Simplicity KiwiSaver have each enjoyed massive growth in assets under management over the last five years.
In the five years to March 2024, Milford added around $6.5 billion in assets with a 40% per annum growth rate, while Generate and Simplicity also enjoyed high growth rates of 35% and 47% respectively, according to analysis by Melville Jessup Weaver.
While Australian bank-owned providers saw significant increase in assets (ranging from around $3.5b for BNZ to almost $7b for ANZ), this came at ...MORE»
KiwiSaver winnersMonday, October 7th, 5:20AM
Andrea Malcolm looks at the latest KiwiSaver data from Melville Jessup Weaver and finds out who the big winners are over recent years. MORE» |
Science-backed approach to ‘democratising investment’Thursday, October 3rd, 4:36PM
Investment platform Lemmi is promising to democratise wealth creation with its science-backed “robo-assisted” process. MORE» |
Sponsored Content
Southern Cross Health Society Group annual results reflect steep increase in demand for private healthcare
Pressure in public health system drives demand into private healthcare sector More Southern Cross members claiming and claiming more frequently – claims costs increased 15% on FY23 Claims paid at rate of $6 million per business day up from $5.2 million in FY23 The Society Group reports a deficit of $88 million Membership continues to grow – 15,196 net new members with a total membership of 955,301 Out of every dollar received in premiums, 93.4 cents were paid in claims, compared to an industry average (excluding Southern Cross) of 73 cents MORE »
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 »
[GRTV] New name, new funds for Smartshares
NZX is rebranding its funds management business, retiring the SuperLife brand and teasing some new funds.
Smartshares is dropping the shares part of its name to become Smart.
The new brand is based on the belief ‘the wise invest Smart’, and the wisest way to build wealth is to invest in market-tracking products over time, chief executive Anna Scott says.
Later this month Smart will launch a new suite of funds that reflect “exciting investment trends.”
“They were designed ...MORE»
Investment in unethical businesses fallingTuesday, October 1st, 6:07AM
According to the Financial Markets Authority, around 90% of investment is now being managed with some form of ESG overlay. MORE» |
[GRTV] Stronger and more unified voice needed to force KiwiSaver changesFriday, September 27th, 6:21AM
The Retirement Commissioner Jane Wrightson talks to Philip Macalister about changes she would like to see made to KiwiSaver. MORE» |
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News Bites
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Fin Advice partnership extended
Financial Advice New Zealand extends partnership with Massey University’s Fin-Ed Centre. MORE»
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GoodReturns TV
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[GRTV] Stronger and more unified voice needed to force KiwiSaver changes
The Retirement Commissioner Jane Wrightson talks to Philip Macalister about changes she would like to see made to KiwiSaver. MORE»
Strategic versus Tactical Allocation
Many market commentators have written about strategic asset allocation previously – the investment science behind the long- term allocation of investors’ capital across various asset classes. In our view, strategic asset allocation (SAA) is one of, if not the most important decision an investor can make when developing a portfolio of investments. MORE»
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Don’t overlook impact of TPD, adviser urges
Total and permanent disability (TPD) cover is something that might be being underestimated by a lot of clients and their insurance advisers, says Travis Hamilton of Plan B Financial Services. MORE»
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TMM Online
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Economists, markets expect a 50bp OCR cut on Wednesday
Interest rate relief is on its way; but how much? We check in with economists to find out. MORE»
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New executive appointment at FMA
The Financial Markets Authority has appointed an executive director Transformation and Operational Delivery. MORE»
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KiwiSaver engagement and active choice growing
Milford, Generate and Simplicity KiwiSaver have each enjoyed massive growth in assets under management over the last five years. MORE»
