Advisers need to work to remove small irritants clients experience: Morningstar
Investment advisers should work on removing small irritants to their clients that could have significant detrimental consequences to their businesses, Morningstar’s global head of behavioural insights, Ryan Murphy, told his company’s investment conference in Sydney.
A survey Morningstar conducted of 399 paying clients of investment advisers in the US found that only about 6% had been so disengaged with their advisers that they terminated the relationship.
But Murphy said that doesn’t mean that the remaining 94% of clients were satisfied with the service their advisers were providing.
“Staying with you isn’t the same as being engaged with you,” ...MORE»
Sold sign goes up on ConsiliumMonday, May 19th, 11:30AM 1 comment
FirstCape has agreed to buy Consilium for an undisclosed sum. MORE» |
Another global fixed interest manager comes to townSaturday, May 17th, 1:45PM
New Zealand investors and advisers are about to get access to get another large, global fixed interest manager. MORE» |
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Trade Walls, Profit Falls: NZX 50’s Tariff Exposure Unpacked
The Trump administration’s tariff strategy is a hot topic in the investment world. At Mint, we’ve had our fair of discussions. To help you make sense of the nonsense, in this article, I provide a framework of tariff exposure for every NZX50 company.
Article written by: Sam Arcand, Investment Analyst, Mint Asset Management
The Trump administration’s tariff strategy is a hot topic in the investment world. At Mint, we’ve had our fair of discussions. To help you make sense of the nonsense, in this article, I provide a framework of tariff exposure for every NZX50 company.
I define three broad categories of exposure and bucket ...MORE»
Calming influencesWednesday, May 14th, 7:36AM
April was another volatile month for financial markets, but one that in the end produced a relatively benign outcome for investors. Trade developments were front and centre, with the angst around “Liberation Day” replaced by relief as Donald Trump announced a 90-day pause for trading partners to negotiate trade deals. MORE» |
AI use in weapons a growing concern for ethical investorsMonday, May 12th, 9:03AM
Local ethical fund manager Pathfinder is among other ethical players globally grappling with the all new conundrums created by the rapid growth of AI - the development of AI-powered weapons systems becoming the latest issue to raise a red flag. MORE» |
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News Bites
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QuayStreet nabs another gong
QuayStreet Asset Management won the Diversified Growth Fund Manager of the Year at the INFINZ Awards, recognising outstanding long-term performance and excellence in portfolio management. MORE»
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GoodReturns TV
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[GRTV] Antipodes portfolio manager discusses emerging markets fund's potential amid volatility
Antipodes Portfolio Manager John Stavliotis discusses the opportunities in emerging markets, their strong growth potential and diversification benefits. MORE»
Harbour Outlook: Trumps Liberation Day Tariffs Reshape Global Markets
April was dominated by President Trump's unexpected "Liberation Day" tariffs, which initially imposed 10% duties on most trading partners including Australia and New Zealand, with substantially higher tariffs of 125-145% on China. MORE»
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Are life advisers expected to recommend the ‘best’ product?
[OPINION] Steve Wrights asks whether advisers should recommend the "best" product and asks what is best anyway? MORE»
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TMM Online
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New RBNZ survey can’t be music to its ears
Businesses across the country expecting to thrive in 2025 are still in a big hole, down in the dumps and it is showing in a big new survey by the RBNZ. MORE»
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Former Milford portfolio manager joins Alvarium
Alvarium and Pathfinders new CIO was previously a portfolio manager and deputy CIO at Milford Asset Management. MORE»
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Generate KiwiSaver customers most satisfied
Boutique providers have taken out the top spots in Consumer New Zealand’s KiwiSaver survey with Generate awarded People’s Choice. MORE»
