Archive - 2024
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July 2024
29 Jul 2024 Better year for Milford
29 Jul 2024 Will we decline a quarter of IP applicants on their income source?
27 Jul 2024 Election Cycles and Investment returns
26 Jul 2024 NZ sharemarket closes week down 0.38%
26 Jul 2024 GenAI How to Guide: Part 1
26 Jul 2024 New chapter for Fisher Funds
26 Jul 2024 Partners nabs Southern Cross exec
26 Jul 2024 [GRTV] FMA monitoring gives FAPs eight out of 10
25 Jul 2024 NZ sharemarket down over 1%
25 Jul 2024 New guidance for client money and property services brokers
25 Jul 2024 Stewardship limitations call for a more strategic approach
24 Jul 2024 KiwiSaver finally gets personal
24 Jul 2024 NZ sharemarket marches higher, up 6.4% this year
24 Jul 2024 Non-bank lender secures funding line from Westpac NZ
24 Jul 2024 Non-bank lender secures funding line from Westpac
24 Jul 2024 Kōura spawns new role
24 Jul 2024 Harbour puts out first stewardship report as sustainability round up
23 Jul 2024 NZ sharemarket up nearly 1% amid ongoing takeover drama
23 Jul 2024 Deloitte: shared equity schemes could arrest declining home ownership
23 Jul 2024 Pre-approvals not turned off; Shared equity could be the answer
23 Jul 2024 Predictions for OCR cut next month - ASB
23 Jul 2024 Are financial markets too complacent about geopolitical risks?
22 Jul 2024 NZ sharemarket down 0.1% amid takeovers
22 Jul 2024 Predictions for OCR cut next month
19 Jul 2024 NZ sharemarket flat ahead of weekend
19 Jul 2024 [GRTV] From infantry to insurance, protection is a common thread
19 Jul 2024 Passive approach pays off for Simplicity's KiwiSaver investors
19 Jul 2024 Financial Services Federation targets mortgage advisers as affiliate members
18 Jul 2024 NZ sharemarket flat, on track for monthly return of over 5%
18 Jul 2024 Understanding of financial fairness measured; ANZ Fixed Home Loan rates change
18 Jul 2024 Understanding of financial fairness measured
18 Jul 2024 Salt goes lighter on NZ equities in both growth and income funds
17 Jul 2024 NZ sharemarket reaches 29-month high
17 Jul 2024 Flint Wealth investment platform forced to close
17 Jul 2024 Misconception about banks willingness to lend wrong
17 Jul 2024 Perpetual changes bathwater at Castle Point
16 Jul 2024 The Adviser Platform turns on the tap and adds two new staff
16 Jul 2024 Fidelity says its new e-app already making a difference
16 Jul 2024 NZ sharemarket hits 17-month high
16 Jul 2024 KiwiSaver highly competitive with much larger Aussie and British peers
15 Jul 2024 NZ sharemarket flat amid international turmoil
15 Jul 2024 ANZ stays active and replaces one manager
15 Jul 2024 Distance between inflation and RBNZ’s target narrows; SBS rates change
15 Jul 2024 Distance between inflation and RBNZ’s target narrows
12 Jul 2024 NZ sharemarket has its best week of 2024
12 Jul 2024 Are trauma products still fit-for-purpose?
12 Jul 2024 Another lean year for Salt, Mint and NZ Funds Management
11 Jul 2024 Optimism lifts the NZ sharemarket
11 Jul 2024 Calling all Hawkes Bay advisers
11 Jul 2024 One bank cuts home loan rates
11 Jul 2024 [GRTV] Rick Willis shares MDRT secrets
11 Jul 2024 Economists rush to update their forecasts
10 Jul 2024 NZ sharemarket rises on RBNZ's dovish stance
10 Jul 2024 RBNZ holds OCR but turns unexpectedly dovish
10 Jul 2024 BREAKING: OCR remains at 5.50% - Inflation Approaching Target Range
10 Jul 2024 BREAKING: OCR 5.50% - Inflation Approaching Target Range
10 Jul 2024 Expectation of November rate cuts prompts record short rate borrowing
10 Jul 2024 Expectation of Nov rate cuts prompts record short rate borrowing
10 Jul 2024 Meeting half-way
09 Jul 2024 NZ sharemarket up almost 1%
09 Jul 2024 Assets trump salary for Kiwi investors
09 Jul 2024 Life insurance products MIA
08 Jul 2024 NZ sharemarket falls nearly 0.5% at the start of a pivotal week
08 Jul 2024 Reserve Bank expected to stick to its knitting; Banks bringing OCR cut expectations forward
08 Jul 2024 Reserve Bank expected to stick to its knitting
08 Jul 2024 Treasury outlines likely costs of financial institution failures
08 Jul 2024 Newton Ross joins NZXWT
05 Jul 2024 NZ sharemarket up 0.4% to end the week
05 Jul 2024 Investing Wisdom: 4 Invaluable lessons from my time in the markets
05 Jul 2024 Banks bringing OCR cut expectations forward
04 Jul 2024 NZ sharemarket down, Oz and US stocks climb
04 Jul 2024 Why nothing else?
04 Jul 2024 [Podcast] TMM Ep2 Hamish Patel - mortgagesonline
04 Jul 2024 New code brings commonsense to lending; Massive liberalisation of planning rules to end housing woes
04 Jul 2024 Massive liberalisation of planning rules to end housing woes
04 Jul 2024 Graeme Lindsay: death of a life industry stalwart
04 Jul 2024 TE sells another business unit
04 Jul 2024 FMA censures financial advice group
03 Jul 2024 NZ sharemarket up 0.1% on flat trading day
03 Jul 2024 Climate reporting not yet backed by climate action
03 Jul 2024 New code brings commonsense to lending - FSF
03 Jul 2024 RBNZ needs to start cutting; Mortgages and cars – the two should not go together
03 Jul 2024 Inflation dragon slain; RBNZ needs to start cutting
03 Jul 2024 Strategi Group appoints head of AML/CFT
02 Jul 2024 NZ sharemarket drifts lower amid sliding business confidence
02 Jul 2024 Mortgages and cars – the two should not go together
02 Jul 2024 FNZ's global expansion plans come at a price
02 Jul 2024 Select committee against bill to limit use of KiwiSaver as part of pay package
01 Jul 2024 NZ sharemarket boosted by energy stocks, Fletcher
01 Jul 2024 Latest RBNZ figures show lending stock bounds ahead
01 Jul 2024 5 questions for the new owners of Castle Point
01 Jul 2024 Lending stock bounds ahead
June 2024
27 Jun 2024 NZ sharemarket falls 1% ahead of long weekend
27 Jun 2024 [The Wrap] FNZ: A story which needs telling
27 Jun 2024 Why Resi closed up
27 Jun 2024 Nikko appoints BDM to drive growth
27 Jun 2024 Predictions cut for rising house prices
27 Jun 2024 Why Resimac closed up shop in NZ
27 Jun 2024 FANZ: all life insurance contracts should be consumer contracts
27 Jun 2024 When to use a Golden Life policy and changes that could be made
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