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Articles tagged with 'DIMS'

DIMS gets another shake-up

3 December 2018 - More change is coming for financial advisers who operate personalised DIMS for their clients.

[The Wrap] The future of research; New groups coming; Milking big returns

24 August 2018 - Who will research managed funds in the future? That's a question which is live right now. Meanwhile, there's lots happening amongst the groups now that FSLAB is getting closer. 

Adviser milking big returns for clients

22 August 2018 - Financial adviser Alistair Bean has rejected suggestions his clients’ investments are too focused on one stock – and says the personalised DIMS set-up allows more flexibility of decision-making to maximise their returns.

Another DIMS licence granted

9 July 2018 - Another DIMS licence has been issued under the FMCA, to Nelson-based Totara Wealth Management. The business is run by Richard Harden, Meredith Cornelius...

Consilium reports super-charged growth

28 December 2017 - Adviser back-office support firm Consilium is reporting growth of 38 per cent per year.

DIMS advisers face uncertainty... again

29 November 2017 - He's only been approved to offer personalised DIMS for just over two years, now adviser Alistair Bean faces more uncertainty.

A survival guide for financial adviser licensing

21 November 2017 - All financial advisory businesses will begin a mandatory licensing process, but do not fear, the FMA comes in peace, John Berry says. In the first of two-part commentary he shares his views on what to expect and how to prepare for change.

Going for growth

30 October 2017 - It’s the elusive thing that almost every adviser is looking for. Most have attended countless seminars, roadshows and conferences to unlock its secrets. Many advisers have bookshelves full of wisdom on the subject. But who is really achieving it?

Review a resounding win for the 'big end of town'

19 July 2017 - Murray Weatherston, a founding member of SIFA, talks to us about the Financial Adviser Review Act, where it’s going and some of his thoughts on it.

Levy change could mean more cost for clients

26 June 2017 - There's a smaller bill coming for AFAs but some DIMS providers are warning their clients may be left to pick up the tab.

Bean: Stop advisers going extinct

9 November 2016 - DIMS providers say it is getting harder to run a profitable business in the current regulatory environment.

New levies final nail for independent DIMS providers

15 August 2016 - Proposed levy changes from the Financial Markets Authority could spell the end of independent discretionary investment management services (DIMS) providers, it has been argued.

Big DIMS bill looming

28 July 2016 - Financial advisers who provide DIMS are bracing themselves for a big increase in their annual Financial Markets Authority levy.

DIMS rules set bar for whole industry

13 November 2015 - Expectations on DIMS providers are tipped to be an indication of how the Financial Markets Authority wants all investments managed.

Advisers complain of paperwork deluge

3 November 2015 - Advisers say increased paperwork demands on discretionary investment management services (DIMS) providers are confusing their clients.

Synergy appoints former Sovereign man

29 September 2015 - Synergy, the new class DIMS offer from FANZ and Consillium has appointed a business development manager to work with advisers.

Disclosure statements allow easy comparison

18 September 2015 - New DIMS rules will bring a selection of new disclosure material aimed at investors into the market in the next couple of months.

Fund managers deploy DIMS strategy

16 September 2015 - Fund managers are applying for discretionary investment management service (DIMS) licences because it offers them more flexibility than they would get from operating a purely PIE regime.

Class DIMS not just for the big guys

11 September 2015 - A financial adviser who has been licensed to provide class DIMS services says it should give reassurance to other independents that licensing is not just for the big operators.

Milford gets DIMS licence

19 August 2015 - Milford Asset Management's private wealth division has been grated a discretionary investment management service (DIMS) licence by the FMA.

Two advisers get personalised DIMS nod

10 August 2015 - Two advisers have been authorised to provide personalised discretionary investment management services.

Alliance offers back-office support

4 August 2015 - Independent adviser businesses struggling to stay afloat amid increasing administrative requirements are being given an opportunity to outsource more of their back-office functions.

NZAM fully licenced

1 August 2015 - Absolute returns global investment manager NZAM has been granted  a Discretionary Investment Management Service (DIMS) licence and a Managed...

How to become a first-class adviser

25 June 2015 - Stephen Rogers says he sought a DIMS licence as he didn’t want to be seen as a “second-class” adviser.

ANZ DIMS application for bank only

12 June 2015 - ANZ Investments has applied for a DIMS licence, but just for its bank staff.

DIMS will bring down investor costs: Duston

5 June 2015 - SBS’s funds management business is the third organisation to be granted a DIMS licence and it plans to offer its service to independent financial advisers.

44 apply for class DIMS

3 June 2015 - Just 44 applications had been made for a class DIMS licence by the May 31 deadline, the Financial Markets Authority has confirmed.

DIMS shake-up could boost managed funds

2 June 2015 - New Zealand's neglected managed funds could be the beneficiary of a shrinking discretionary investment management (DIMS) market, the chief executive of one Kiwi fund manager says.

DIMS exemptions welcomed

6 May 2015 - There’s relief that the Financial Markets Authority has responded to industry concerns and altered what it will consider a small DIMS provider.

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Lender Flt 1yr 2yr 3yr
ANZ 5.79 4.55 4.79 4.99
ANZ Special - 4.05 4.29 4.49
ASB Bank 5.80 ▲4.45 4.69 4.89
ASB Bank Special - ▲4.05 4.29 4.49
BNZ - Mortgage One 6.50 - - -
BNZ - Rapid Repay 5.95 - - -
BNZ - Special - 4.10 4.29 4.49
BNZ - Std, FlyBuys 5.90 4.69 4.79 4.99
BNZ - TotalMoney 5.90 - - -
Credit Union Auckland 6.70 - - -
Credit Union Baywide 6.15 5.20 5.25 -
Lender Flt 1yr 2yr 3yr
Credit Union North 6.45 - - -
Credit Union South 6.45 - - -
Finance Direct - - - -
First Credit Union 5.85 - - -
Heartland 6.70 7.00 7.25 7.85
Heartland Bank - Online - - - -
Heretaunga Building Society 5.75 4.70 4.85 -
Housing NZ Corp 5.80 4.69 4.79 4.79
HSBC Premier 5.89 3.99 4.19 4.69
HSBC Premier LVR > 80% - 3.79 - -
HSBC Special - - - -
Lender Flt 1yr 2yr 3yr
ICBC 5.80 4.59 4.69 5.09
Kiwibank 5.80 4.55 4.69 4.99
Kiwibank - Capped - - - -
Kiwibank - Offset 5.80 - - -
Kiwibank Special - 4.05 4.29 4.49
Liberty 5.69 - - -
Napier Building Society - - - -
Nelson Building Society 6.10 5.10 5.45 -
Resimac 5.30 4.86 4.94 5.30
RESIMAC Special - - - -
SBS Bank 5.89 4.85 5.05 4.49
Lender Flt 1yr 2yr 3yr
SBS Bank Special - ▼4.15 ▲4.29 4.49
Sovereign 5.90 4.45 4.69 4.89
Sovereign Special - ▲4.05 4.29 4.49
The Co-operative Bank - Owner Occ 5.75 4.10 4.35 4.49
The Co-operative Bank - Standard 5.75 4.60 4.85 4.99
TSB Bank 5.80 ▲4.55 4.69 4.99
TSB Special - ▲4.05 4.19 4.49
Wairarapa Building Society 5.70 4.85 4.99 -
Westpac 5.95 4.69 4.79 5.19
Westpac - Offset 5.95 - - -
Westpac Special - 4.15 4.29 4.59
Median 5.89 4.55 4.69 4.79

Last updated: 17 December 2018 9:03am

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