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Adviser complains about ANZ campaign

A financial adviser has complained to the Financial Markets Authority about an ANZ campaign offering people $100 to sign up to its KiwiSaver scheme.

Monday, July 13th, 8:38AM

It offered the incentive for sign-ups before July 12.

Rachelle Bland, of Cliffe Consulting, told the FMA she saw the offer when she signed in to her banking app.

She said it went against the FMA guidance that incentives should not be offered with a strict time limit that could distract a customer from making sound, long-term decisions about their investment.

“The focus of the advertisement ...MORE»

Pie Funds enters adviser channel

Thursday, July 9th, 2:23PM

Pie Funds is the latest fund manager and KiwiSaver provider to enter into the financial adviser channel.

MORE»

[GRTV] What's happening in fixed interest markets

Tuesday, July 7th, 6:00AM

Fisher Funds Portfolio Manager – Credit, Matt Logan discusses the latest happenings in the fixed interest market with Philip Macalister on Good Returns TV.

MORE»

KiwiSaver members need more advice at retirement, panellists say

New Zealanders could get better results from KiwiSaver if they had more help through the decumulation phase, audience members at a recent Mercer conference were told.

Monday, July 6th, 9:09AM  2 comments

Picture: Mercer NZ CEO Anna Scott (Supplied)

Mercer chief investment officer Kylie Willment, New Zealand chief executive Anna Scott and Dentons partner David Ireland spoke on the panel, discussing the results of Mercer’s latest global pension index.

It ranks pension systems around the world. The most recent update gave New Zealand a B and placed it 17th out of 52 countries. Netherlands was ...MORE»

Harbour rolls out new global multi-manager fund

Thursday, July 2nd, 10:42AM

Harbour launches a new global equities fund to address concerns about over-exposure to the United States.

MORE»

Why 12% Could Be the Most Important Number in KiwiSaver

Thursday, July 2nd, 6:36AM  1 comment

For years, New Zealand's retirement savings debate has revolved around broad concepts: adequacy, participation, and sustainability. The latest KiwiSaver discussion is more tangible. It centres on a single number.

MORE»

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Russell Investments sold

Monday, July 13th, 10:13AM

A US consortium is planning to buy Russell Investments. MORE»

GoodReturns TV
  

[GRTV] What's happening in fixed interest markets

Tuesday, July 7th, 6:00AM

Fisher Funds Portfolio Manager – Credit, Matt Logan discusses the latest happenings in the fixed interest market with Philip Macalister on Good Returns TV. MORE»

  

Harbour rolls out new global multi-manager fund

Thursday, July 2nd, 10:42AM

Harbour launches a new global equities fund to address concerns about over-exposure to the United States. MORE»

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Medical costs and premiums rising unsustainably – what can advisers do to help their clients?

Monday, July 6th, 10:27AM  1 comment

[OPINION]  MORE»

TMM Online
  

Can the NZ economy grow while house prices stagnate?

Thursday, July 9th, 10:13AM

The question of whether the New Zealand economy can grow much without a recovery in the housing market remains a live issue. MORE»

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Pie Funds pushes into adviser market

Thursday, July 9th, 11:06AM

Pie Funds appoints experienced manager to spearhead advance into the adviser market. MORE»

KiwiSaver Sponsored by: 

Annual reviews ‘not serving clients’

Wednesday, June 24th, 6:01AM

KiwiSaver advisers who are reviewing their clients’ investments on an annual basis probably aren’t serving them as well as they could, the founder of an AI business says. MORE»

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