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Philip Macalister
Paul McBeth
Pattrick Smellie
Donal Curtin
Murray Weatherston
Brian Klee
Louis Boulanger
Geoff Nairn
Rob Hosking
Pip Kay
Cameron Watson
Ian Waddell
John Brown
Rodney Hide
David Whyte
Ian Arkle
Michael Daly
Vance Arkinstall
Paul Mersi
Bill English
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Naomi Ballantyne
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Michael Littlewood
Sonia Speedy
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Kieran Trass
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Louie Dimovski
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Rodney Harris
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Sue Allen
Richard Baker
Richard Newell
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Charles Drace
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Paul McBeth and Jenha White
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Benn Bathgate
Chapman Tripp
Ruth Le Pla
Harbour Asset Management
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Goldie
Niko Kloeten
Darrin Franks
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Wayne Besant
Nadine Tereora
Peter Johnston
TNP
Susan Edmunds
Katrina Kruger
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Frances Sweetman
Pathfinder Asset Management
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Oliver Hartwich
Craig Ebert
Miriam Bell
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Jamie Young
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Dana Kinita
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Hamesh Sharma
Ellie Jarvis
Quentin Fitzsimmons
Adrienne Begbie
Legg Mason Asset Management
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Clayton Coplestone
Melanie Purdey
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Clive Fernandes
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Clear Filter
April 2002
08 Apr 2002
Retirement age of 65 safe under Labour: Cullen
08 Apr 2002
Extending Retirement Age Is Not The Super Solution
08 Apr 2002
Does Cullen Plan To Raise The Age For Super?
08 Apr 2002
Adviserlink Introduction to Financial Planning
08 Apr 2002
House price rises coming
08 Apr 2002
A new Asset for advisers
05 Apr 2002
Marketplace for debentures
04 Apr 2002
Grosvenor's new marketing executive
04 Apr 2002
Concerns weighing on offshore markets
04 Apr 2002
Tower criticised over bond issue
03 Apr 2002
RSA waives loadings?
03 Apr 2002
The FPIA's new board
03 Apr 2002
Cullen gets support for his big fund
02 Apr 2002
Guardians to be appointed in a month: Cullen
02 Apr 2002
Banks keep the lid on their smaller competitors
02 Apr 2002
News Round Up
March 2002
28 Mar 2002
Club Life pulls in forensic accountant
28 Mar 2002
Triple hit for contributory mortgages
27 Mar 2002
SX chair resigns
27 Mar 2002
Armstrong Jones Australian Conference - 'Beating the Odds'
27 Mar 2002
A question of style
26 Mar 2002
Housing consents buoyant
26 Mar 2002
New law to protect retirement village residents
26 Mar 2002
Retirement provisioning and welfare dependency in New Zealand
26 Mar 2002
Public Trust pays back $25 mill
26 Mar 2002
People: Neil Paviour-Smith
25 Mar 2002
Donal Curtin takes on new role
25 Mar 2002
Adviserlink Business Financial Services
25 Mar 2002
News Round Up
22 Mar 2002
Big bank leads off the rises
22 Mar 2002
Cullen’s superfund increasingly discredited
22 Mar 2002
Cullen has more super tricks in his bag
21 Mar 2002
New research analyst
21 Mar 2002
RFRM may favour absolute return funds
20 Mar 2002
RSA prepares for Jackson’s retirement
20 Mar 2002
Median house price leap
20 Mar 2002
Worrying signs in latest superannuation research
20 Mar 2002
Rate rise surprises, mortgage rates to rise
20 Mar 2002
Rate rise surprises, mortgage rates to rise
20 Mar 2002
RFRM: a flat tax on foreign investments?
20 Mar 2002
RBNZ increases rates
20 Mar 2002
New reports show SRI good
19 Mar 2002
Liquid washes over business market
18 Mar 2002
Portfolio Talk: Paul Harrison
18 Mar 2002
Underwood takes AXA helm
18 Mar 2002
No agreement on rate rise
17 Mar 2002
News Round Up
15 Mar 2002
Tower launch their Advantage Investment Series
15 Mar 2002
Tower launch their Advantage Investment Series
15 Mar 2002
Wizard writes nearly $40 million a month in Kiwi mortgages
15 Mar 2002
ASB Bank survey shows strong support for tax incentives
15 Mar 2002
McEwan set to exit AXA
15 Mar 2002
Support for tax incentives weakens
15 Mar 2002
Huge support of National's savings policy: English
14 Mar 2002
Tower launch their Advantage Investment Series
14 Mar 2002
McBank's new BDM
14 Mar 2002
Politicans actually agree on major super issues
14 Mar 2002
Japan's Curtin
13 Mar 2002
Grimes on bank board
13 Mar 2002
Tower launch their Advantage Investment Series
13 Mar 2002
Auckland residential property returns exceed 7%
13 Mar 2002
FPIA professional development day
13 Mar 2002
TMF launches first tax effective fund
12 Mar 2002
Tower launch their Advantage Investment Series
12 Mar 2002
Tower launch their Advantage Investment Series
12 Mar 2002
Tower completes SMT
12 Mar 2002
WestpacTrust changes its mortgage calculators
12 Mar 2002
FPIA professional development day
12 Mar 2002
Adviserlink Essentials of Mortgage Broking
12 Mar 2002
US not out of the woods
12 Mar 2002
NZ keeps close eye on Australian enquiry
11 Mar 2002
Tower launch their Advantage Investment Series
11 Mar 2002
Policies Analysed
11 Mar 2002
New head at Forsyth Barr
11 Mar 2002
FPIA professional development day
11 Mar 2002
Global equity markets looking more positive
10 Mar 2002
National's tax incentives slammed
10 Mar 2002
News Round Up
08 Mar 2002
Signals positive for residential property investment
08 Mar 2002
FPIA professional development day
08 Mar 2002
Truth in Super
08 Mar 2002
Time to demystify superannuation debate
08 Mar 2002
Treasury figures reveal Super folly
08 Mar 2002
RFRM not a wealth tax
07 Mar 2002
FPIA professional development day
06 Mar 2002
Walker leaves SAI
06 Mar 2002
Hedge funds as risk reducers?
06 Mar 2002
FPIA professional development day
06 Mar 2002
Funds Management and Superannuation Funds 2002
06 Mar 2002
Emerging markets re-emerging
05 Mar 2002
Why the Govt says no to tax incentives
05 Mar 2002
Standards crunch coming
04 Mar 2002
FNZS people
04 Mar 2002
House sales going ballistic
04 Mar 2002
Securitease combats NZSE fee increase
04 Mar 2002
Adviserlink Introduction to Financial Planning
04 Mar 2002
Tax changes a type of savings incentive
04 Mar 2002
A new idea at last
03 Mar 2002
News Round Up
01 Mar 2002
Portfolio Talk: Paul Harrison
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Latest News
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
2 min read
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
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