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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
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Sue Allen
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Goldie
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Darrin Franks
FMA
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Peter Johnston
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Susan Edmunds
Katrina Kruger
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Hamesh Sharma
Ellie Jarvis
Quentin Fitzsimmons
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Clear Filter
December 2007
31 Dec 2007
Littlewood to retire
31 Dec 2007
Brook flagged as new home for NZIT investors
28 Dec 2007
Sovereign appoints from within ranks
28 Dec 2007
Women into Wealth hits Wellington
27 Dec 2007
Westpac head takes a break
27 Dec 2007
Property owners make New Year’s resolution to move
24 Dec 2007
Money Managers appoints national sales manager
24 Dec 2007
News Round Up
24 Dec 2007
Property gauges show market on a decline
21 Dec 2007
PSIS latest to get S&P rating
21 Dec 2007
Weekly Wrap: Festive final wrap
21 Dec 2007
Weak investor confidence frustrates companies
21 Dec 2007
Weak investor confidence frustrates companies
21 Dec 2007
Trust's Chews Lane purchase questioned
20 Dec 2007
Clegg investors get first payment
20 Dec 2007
New series of Kauri Notes
20 Dec 2007
No Xmas cheer for borrowers
20 Dec 2007
Binu Paul joins Tyndall
19 Dec 2007
Credit Agricole sets rate
19 Dec 2007
ASSET - Festive Talkfest
19 Dec 2007
Rents up $10 a week
19 Dec 2007
Figures paint more positive picture than the hype
19 Dec 2007
Financing options becoming more limited
19 Dec 2007
Bridgecorp investors get bad news
18 Dec 2007
Politicians raspberry Retirement Commissioner's idea
18 Dec 2007
Bridgecorp investors get bad news
18 Dec 2007
South Canterbury Finance offer closes fully subscribed
18 Dec 2007
All insurers to come under new regulation rules
18 Dec 2007
Developers decry Affordable Housing Bill
17 Dec 2007
New boss for TOWER Investments
17 Dec 2007
Numeria follows in footsteps of Capital + Merchant
17 Dec 2007
News Round Up
14 Dec 2007
Weekly Wrap: Regulation, tax and facts
14 Dec 2007
HRC review highlights more issues
14 Dec 2007
Absolute return funds expand with Kauri Notes Series II
14 Dec 2007
Kauri Notes - Higher returns, regular income
14 Dec 2007
Govt proposes fairer tax rules
14 Dec 2007
Russell Investment Group appointments
14 Dec 2007
ASFONZ / Women in Super Industry Breakfast
14 Dec 2007
PIE are we waiting?
14 Dec 2007
Provincial payout reaches 72.5%
14 Dec 2007
Term life commissions undisclosed
14 Dec 2007
Financing options becoming more limited
13 Dec 2007
Real estate agents warned not to mislead
13 Dec 2007
Is it a buyers' market for property at the moment or not? Opinion piece.
13 Dec 2007
Asteron appoints National Manager Group Relationships
13 Dec 2007
Rates higher for longer
13 Dec 2007
Keeping temperature down on intl share investments
12 Dec 2007
NZ Finance gets more funding
12 Dec 2007
New online account from PSIS
12 Dec 2007
Rates higher for longer
12 Dec 2007
Some things don't make sense in adviser bill: PAA
11 Dec 2007
Property market rebound in November?
11 Dec 2007
Inland Revenue underlines LAQC concerns
11 Dec 2007
Arrears on mortgage-basked securities down
11 Dec 2007
Alternative investments looking more attractive
11 Dec 2007
Warrington joins Chris Lee
10 Dec 2007
Adviserlink - Mortgage Broking Essentials
10 Dec 2007
News Round Up
10 Dec 2007
House price inflation slows 10%
07 Dec 2007
Weekly Wrap: Santa is coming to town
07 Dec 2007
Big GM changes at Sovereign
07 Dec 2007
APB cost estimates on high side: Weatherston
07 Dec 2007
Buyers market in Auckland
06 Dec 2007
Judgment reveals C+M's poor state
06 Dec 2007
Adviserlink – Investment Planning
06 Dec 2007
Market review: December 2007 commentary
06 Dec 2007
KiwiSaver numbers surge past 300,000
06 Dec 2007
OCR announcement
06 Dec 2007
Bollard hawkish but holds rates steady
06 Dec 2007
OCR unchanged at 8.25%
06 Dec 2007
OCR unchanged at 8.25%
06 Dec 2007
Disclosure and disclosure
06 Dec 2007
Goldridge CEO becomes adviser
06 Dec 2007
Cost of joining APB at least $1000 per adviser
06 Dec 2007
Upward pressure on rents
05 Dec 2007
IFA posts second successive loss
05 Dec 2007
ANZ National Bank increase market share
05 Dec 2007
Goodman Property Trust expands to become country’s biggest
04 Dec 2007
Advisers in spotlight over fin coy collapses
04 Dec 2007
Putting cash into PIEs
04 Dec 2007
ING Xmas Golf Days 2007
04 Dec 2007
Advisers have 3 months to prepare for new laws
04 Dec 2007
Banks play cat and mouse over deposit rates
04 Dec 2007
Auckland property sales defy spring expectations
03 Dec 2007
Subscribe to NZ Property Magazine for the chance to win
03 Dec 2007
News Round Up
02 Dec 2007
Rate rise this week unlikely
02 Dec 2007
Cymbis put on negative credit watch
November 2007
30 Nov 2007
What can we learn from the C+M collapse?
30 Nov 2007
Equitable scores S&P rating
30 Nov 2007
Mortgage lending in soft patch
30 Nov 2007
Investment the key, says Cullen
30 Nov 2007
Offwood joins TOWER
29 Nov 2007
Capital + Merchant unlucky 13th as liquidity freezes
29 Nov 2007
Adviserlink – Financial Plan Construction and Review
29 Nov 2007
NZX expands reach into funds management
29 Nov 2007
Plan B's new CEO
28 Nov 2007
Financial Planning Association of Australia conference
28 Nov 2007
Adviserlink - Advice Process III: Presenting the Recommendation
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Latest News
[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
Banks lose KiwiSaver share
2 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