Archive - 2023
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August 2023
19 Aug 2023 SMEs need more financing but don’t know how to access it
18 Aug 2023 [The Wrap] National's KiwiSaver policy is nuts
18 Aug 2023 Wary investors cast gloom over the NZ sharemarket
18 Aug 2023 Why TAP wants mortgage advisers; Orr tones down behaviour
18 Aug 2023 Asteron Life Claims team acknowledged
18 Aug 2023 Harbour Navigator: Decarbonisation progress – more than hot air?
17 Aug 2023 Skellerup a bright note as NZ sharemarket tumbles
17 Aug 2023 National’s KiwiSaver splitting: innovation or complication?
17 Aug 2023 Expect interest rate hikes
17 Aug 2023 Fund manager diversification: unlocking better risk-adjusted returns in KiwiSaver
17 Aug 2023 National plans to roll back CCCFA and can CoFI
17 Aug 2023 National plans to stop banks’ intrusive questions to borrowers
17 Aug 2023 National floats allowing KiwiSaver splitting
17 Aug 2023 House prices stabilised earlier than RBNZ expected
17 Aug 2023 Reaction to OCR; RBNZ happier than it was before
17 Aug 2023 RBNZ says bank margins are falling on swith to term deposits
16 Aug 2023 NZX 50 dips as Fletcher Building shares slumps
16 Aug 2023 RBNZ expects lower growth and unemployment but higher CPI
16 Aug 2023 OCR remains at 5.50%
16 Aug 2023 BREAKING: Official Cash Rate remains at 5.50%
16 Aug 2023 Holding on to investment property
16 Aug 2023 Survey signals a more ‘dovish’ RBNZ monetary policy statement
16 Aug 2023 ESG pushback nothing new to Super guardians
15 Aug 2023 Life Direct goes into bat for NZ Cricket
15 Aug 2023 NZ sharemarket flat as investors await news
15 Aug 2023 New head to take over MFS in September
15 Aug 2023 Lift in sales but prices still declining
15 Aug 2023 Matching rhetoric to reality in values-based investment
15 Aug 2023 Aussie watchdog’s third greenwashing case
14 Aug 2023 NZ sharemarket dips despite bright start to earnings season
14 Aug 2023 Mint appoints senior investment analyst
14 Aug 2023 Predictions for OCR announcement
14 Aug 2023 Predictions for this week's OCR announcement
14 Aug 2023 AMP's NZ wealth management doubles KiwiSaver net cashflows
11 Aug 2023 NZ sharemarket ends the week with a lift
11 Aug 2023 Bank competition study; RBNZ 2023 Climate Stress Test
11 Aug 2023 ANZ Investments links up with Mercer; CIO leaving
11 Aug 2023 [OPINION] The country needs freedom from crazy council zoning laws
11 Aug 2023 Bank competition study on services, prices and profits
11 Aug 2023 KiwiSaver nudges $100b, Generate celebrates
10 Aug 2023 NZ sharemarket drifts on US and China uncertainty
10 Aug 2023 Mint trims costs but profits still fall; Simplicity, Pathfinder, Salt lift revenue
10 Aug 2023 Not as bad as the GFC
10 Aug 2023 Reserve Bank stress tests banks on climate risk
10 Aug 2023 Times are tough for borrowers, but not as bad as the GFC
10 Aug 2023 Advisers boost Asteron's results
09 Aug 2023 Edgy sharemarket dips ahead of results season
09 Aug 2023 Another CCCFA review; ASB increases profit
09 Aug 2023 ASB annual profit up 6% in a year of two halves
09 Aug 2023 Ex Auckland Airport boss lands at Craigs
09 Aug 2023 Fatigued finance sector wondering about another CCCFA review
09 Aug 2023 First graduates from Fidelity's new adviser programme
09 Aug 2023 [GRTV] Can politicians be bipartisan on KiwiSaver?
08 Aug 2023 NZ sharemarket slides as investors digest fast food results
08 Aug 2023 Review of Loadings and Exclusions
08 Aug 2023 Life insurers well placed if shocks hit their industry and economy
08 Aug 2023 Wages rises and number of houses available biggest influences on rents
08 Aug 2023 Downturn slowly running out
08 Aug 2023 Buying the soft-landing scenario
08 Aug 2023 TSB bank closes a third of its branches
08 Aug 2023 TSB closes a third of its branches
08 Aug 2023 Sharesies plans self-selecting KiwiSaver plan
07 Aug 2023 NZ sharemarket flat as Restaurant Brands' shares plummet
07 Aug 2023 The Power of Diversification: Expanding the Investor Toolkit
07 Aug 2023 A step too far
07 Aug 2023 Sales numbers lift from the doldrums but prices drop slightly
07 Aug 2023 Bigger claims can be considered by IFSO scheme
07 Aug 2023 Wage rises squeezed
07 Aug 2023 Amplifi boosts advice business
06 Aug 2023 How to drawdown money in retirement
05 Aug 2023 Trustees Executors partners with AIA NZ
05 Aug 2023 New fund week
05 Aug 2023 Changes to UniMed Board
04 Aug 2023 Wary investors keep the NZ sharemarket flat
04 Aug 2023 [The Wrap] Cagey Milford lifts dividends despite profit decline
04 Aug 2023 Annus horribilis for NZ Funds Management
03 Aug 2023 US rating downgrade rattles fragile investors and NZX50 dips
03 Aug 2023 Medtech key to new funds on InvestNow
03 Aug 2023 Conduct and the design of policy documents and product brochures
03 Aug 2023 OCR could remain high in 2025
03 Aug 2023 OCR to remain high in 2025
03 Aug 2023 Jarden to hive off profitable wealth business by March 2024
02 Aug 2023 The NZX50 remained steady as overseas markets get spooked
02 Aug 2023 Buyer confidence far from bullish
02 Aug 2023 Startup experts asks govt to ease KiwiSaver private equity rules
02 Aug 2023 Generate lifts profits as other managers report falling profits
02 Aug 2023 Mortgage borrowing hits a high
01 Aug 2023 NZ sharemarket dips on low volumes as Aust market moves up on inflation news
01 Aug 2023 Kiwibank's capital boost means it's no longer last
01 Aug 2023 Kiwibank gets more capital to grow mortgage business
01 Aug 2023 Fidelity makes two appoints to support advisers
01 Aug 2023 Govt tips in a further $225m of capital into Kiwibank
01 Aug 2023 Betashares introduces local range of innovative investment solutions
July 2023
31 Jul 2023 NZX50 jumps on index changes and higher confidence
31 Jul 2023 Exploring emerging markets
31 Jul 2023 ANZ Bank says interest rate rises end tailwind
31 Jul 2023 Bravura names third CEO in three years
31 Jul 2023 Interest rate rises end tailwind
28 Jul 2023 NZ50 ends the week on a flat note
28 Jul 2023 Finsure Group, is expanding into New Zealand with a well-known industry personality, Jenny Campbell
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.
1 week 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