Archive - 2023
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October 2023
10 Oct 2023 One mortgage adviser has turned his hand to helping small businesses
10 Oct 2023 Book aimed at small businesses
10 Oct 2023 Housing market turns but big bounce not expected
10 Oct 2023 Privacy - Do we really understand it?
10 Oct 2023 Sharesies investor mood up and down
10 Oct 2023 Stewardship grows, exclusion normalising
09 Oct 2023 NZ market in the red as election countdown begins
09 Oct 2023 The question is repealing the CCCFA will be enough or not
09 Oct 2023 Will repealing the CCCFA be enough?
09 Oct 2023 Diversification - Markowitz’s greatest gift
07 Oct 2023 Westpac streamlines process for switching banks
06 Oct 2023 Weak energy companies drag NZ sharemarket lower
06 Oct 2023 FMA reviews players in Kloogh Ponzi scheme
05 Oct 2023 NZ sharemarket rises US Treasury yields drop
05 Oct 2023 It’s just a matter of assessing the cost, or economic damage, of the war
05 Oct 2023 A better quarter in store?
05 Oct 2023 Dimensional launches NZ PIE to investing sustainable Australian equities
05 Oct 2023 Inflation war will be won but at what cost?
04 Oct 2023 NZ market flat as RBNZ keeps OCR at 5.5%
04 Oct 2023 OCR remains at 5.50%
04 Oct 2023 BREAKING: Official Cash Rate remains at 5.50%
04 Oct 2023 Finance difficulties don’t stop house buying
04 Oct 2023 Flood of new investors unlikely even if Government changes
04 Oct 2023 FMA releases final record keeping guidance for climate reporting
04 Oct 2023 Authority Documents - What’s too far?
04 Oct 2023 AIA gets a new non-executive, independent board member
03 Oct 2023 NZ market flat as RBA hits the handbrake
03 Oct 2023 It is important for advisers within a firm to share information about client’s needs
03 Oct 2023 The tax benefits of a new build
03 Oct 2023 Chubb Life scholarship winner
03 Oct 2023 Adviser firm pays $133,000 for part of house deposit lost in growth fund
02 Oct 2023 Pacific Edge falls as NZ market sinks into the red
02 Oct 2023 Higher top-up tax looming if Government doesn't change
September 2023
30 Sep 2023 Southern Cross is “very supportive” of CoFi
29 Sep 2023 Sharemarket rises on quarter-end buying
29 Sep 2023 Loosened LVRs push up mortgage lending
29 Sep 2023 Not enough understanding of non-bank lending
29 Sep 2023 Financial Advice NZ CEO hangs up her boots
29 Sep 2023 Not enough awareness and understanding of non-bank lending
29 Sep 2023 Southern Cross posts $16.5m annual loss as it capped premium prices
28 Sep 2023 NZX50 drops more than 1% as bond yields rise
28 Sep 2023 One year old stewardship code covers $100 billion FUM
28 Sep 2023 Fidelity admits it’s dropped the ball
27 Sep 2023 NZ market edges down as employment confidence hits low point
27 Sep 2023 Mortgage lending data shows property market heating up
27 Sep 2023 New Zealand’s next top town
27 Sep 2023 Mortgage lending on all properties thaws out
27 Sep 2023 [GRTV] Highly aspirational – an adviser’s take on the Million Dollar Round Table
27 Sep 2023 Industry should ignore Nat pledge to scrap CoFi: KPMG
27 Sep 2023 Acceleration of innovation now spells danger for investors
26 Sep 2023 NZ market down as investors press pause
26 Sep 2023 November hike or May cut
26 Sep 2023 OCR – November hike or May cut
26 Sep 2023 Southern Cross to review communications after debacle over withdrawn benefit
26 Sep 2023 Why sales is more relevant than ever in an era of increased regulation
26 Sep 2023 House price rises revised upwards
25 Sep 2023 NZ market ticks up as school holidays kick off
25 Sep 2023 Adviser feedback sees Fidelity Life unbox the goodies
25 Sep 2023 It often means people have fewer choices on where they can obtain a mortgage
25 Sep 2023 Affordability not always a level playing field
25 Sep 2023 Let's talk about trust
24 Sep 2023 Another leading KiwiSaver provider calls for changes
23 Sep 2023 Makao takes a step to boost analytics on sustainability
23 Sep 2023 [The Wrap] FSC should take a position on CoFI
22 Sep 2023 Here's what's being said about mortgage advisers
22 Sep 2023 Late surge lifts NZ sharemarket into positive territory
22 Sep 2023 Significant recovery underway
22 Sep 2023 Fidelity Life announces 2023 adviser award winners
21 Sep 2023 NZX50 slips as Fonterra result shines in the gloom
21 Sep 2023 Banking study submissions highlight adviser issues
21 Sep 2023 FNZ launches global accreditation programme
21 Sep 2023 SMEs ‘playing it safe’ despite growing optimism
21 Sep 2023 Global look at fund managers’ commitment to ESG
21 Sep 2023 Asteron Life putting mental health at the forefront
21 Sep 2023 Providers need to do the right thing when nobody is watching
20 Sep 2023 Cost of living crunch an opportunity for advisers
20 Sep 2023 NZ market flattens out as KMD Brands falls almost 5%
20 Sep 2023 Kloogh investors told they will only get 2c in the $1 back
20 Sep 2023 Howzat! Generate chair out
20 Sep 2023 KiwiSaver fee revenue drops for the first time since 2007
20 Sep 2023 AIA NZ launches new online adviser onboarding application
19 Sep 2023 NZ market follows the US as investors wait for Fed’s decision
19 Sep 2023 How to help customers in financial difficulty
19 Sep 2023 Contrasting, but productive, times
19 Sep 2023 Help to borrowers in financial difficulty outlined
19 Sep 2023 Clear eyed focus needed on economy’s supply side
19 Sep 2023 FSC won't comment on Nat plan to scrap Cofi
19 Sep 2023 Heartland says big banks use scale to block competition
19 Sep 2023 [OPINION] How the next Government can help tenants
18 Sep 2023 NZ market edges up while shares in Synlait Milk drop almost 10%
18 Sep 2023 AIA moves closed unit-linked policies to passive manager
18 Sep 2023 Properties selling faster and prices increase
18 Sep 2023 Fake adviser pleads guilty
18 Sep 2023 Bizcap is surprised at the level of New Zealand growth in a short time
18 Sep 2023 Loans and defaults for ‘open minded’ lender
18 Sep 2023 Who understands the new map of life?
18 Sep 2023 Key challenges to overcome when selling an advice business today
15 Sep 2023 NZ sharemarket ends week on brighter note with heavy trading
15 Sep 2023 How Lend Capital works
15 Sep 2023 Unsecured SME loans the future new player says
Latest News
Can AI pick the best KiwiSaver provider?
Can AI pick the best KiwiSaver provider?
4 min read
[Weekly Wrap] What we know, and don't know, about Labour's retirement policies. Plus a potential surprise
[Weekly Wrap] What we know, and don't know, about Labour's retirement policies. Plus a potential surprise
2 min read
NZX aims for 5% of KiwiSaver market in three-to-five years
NZX aims for 5% of KiwiSaver market in three-to-five years
3 min read
Trust in AI’s decision making not keeping pace with adoption
Trust in AI’s decision making not keeping pace with adoption
3 min read
Latest Comments
FE Investments in receivership
Fei , trustees still hold large of money not yet refund fully.
6 days ago Raymond Yang
Who is responsible for notifying policy changes?
There is no doubt the obligation is on the insurer who the contract is with. Clearly it would be prudent for an adviser to assist once given clear information by an insurer to assist with the communication but to extend this further. For an insurer to attempt to slide this onto an advisers plate is abdication. The adviser can not change the contract.
1 week ago Darryl Scott
FMA CEO on leave
At the risk of sounding like a broken record, the fundamental flaw in the legislation came about partly through the event that Murray mentions, and also through the negligence of the Select Committee in ignoring the single most cited recommendation in all the submissions (over 34% from memory) of drawing a distinction between product sales and financial advice. To add to their misdemeanour, the Committee then added a paragraph to the Bill confirming that recommendation of one product only constituted financial advice - or words to that effect. The inherent conflict of interest lies in an individual retained by a Class 4 licensee being required to adhere to a code of conduct that requires prioritisation of client interests. To expect a product sales person to subordinate their contractual obligation to their employer is unrealistic, unworkable, and unreasonable. To emphasise, I have no issue with a product provider marketing and selling their own products - but not behind the opaque veil of legislation intended to govern financial advice. If MBIE ever gets around to review FSLAA, Financial Advisers, FANZ, and all other interested stakeholders should mount a fully-funded intensive campaign to persuade our employees in Wellington to remove class 4 licensees from FSLAA, and replace their obligations within an amended CoFI Act.
2 weeks ago David Whyte
FMA CEO on leave
@Murray: The reps seemed to be acting on their personal interests rather than the interests of advisers. Conflict of interest, isn't it?
2 weeks ago w k
KiwiSaver funds shake off Middle East tension
In this recent presentation of mine https://www.knowrisk.co.nz I show that the average Balanced KiwiSaver fund has added approximately +0.43% over and above the gross average policy Benchmark's return's. However, the averge annual costs of -0.97% for Balanced funds have eroded that to be slighly below BMK after costs consistent with typical SPIVA studies. Note this cost number is for the 45 Balanced Funds used only - for all KiwiSaver Funds it is closer to -0.70% p.a. The presentation goes on to show that quite a bit of return is being left on the table by the one size fits all view of risk.
2 weeks ago P Urbani