Articles tagged with 'investment advice'
Harbour Outlook: A rebound amid uncertainty
12 February 2025 - The Fed is in no hurry to cut rates as the US economy continues to grow above trend and inflation progress to target has stalled. At the January meeting press conference, Fed Chair Powell described the policy rate as “very well calibrated”, acknowledging it was “meaningfully above neutral” and wanting to see further progress on inflation.
Streamline Your Investment Advice with OMNIMax’s New Investment Solution
10 February 2025 - OMNIMax has launched its latest workflow solution tailored for financial advisers: Investment Adviser Tool. Designed to enhance efficiency and improve client service, the solution incorporates insights from investment advisers to streamline essential processes.
Retirement planning must take heed of economic headwinds
29 January 2025 - Retirees’ spending increased in 2024 as like the rest of the population they faced hikes in housing, utilities, transport and the cost of insurance.
Harbour Outlook: So much for the Christmas rally
22 January 2025 - December saw mixed market movements influenced by currency shifts, central bank actions, and economic trends, shaping the investment outlook for the months ahead.
Simple still best amid growing investment literacy
10 January 2025 - KiwiSaver members will likely be keeping a closer eye on their balances as their pot grows but for most a straightforward management approach remains the best fit, says Milford Asset Management’s Head of KiwiSaver and Retail.
Interest rate changes top priority for investors
30 May 2023 - While the RBNZ has put the OCR on pause, it still means a tough road ahead for 50% of mortgage borrowers, including investors, as their fixed term interest rates roll off on to higher repayments over the next six to 12 months.
Kiwis risk missing out with limited benchmarks
5 April 2023 - When it comes to international equities, many New Zealand investors limit themselves to developed markets and are missing a significant slice of the world’s investment markets, says Russell Investments.
Britannia needs you - a solid opportunity for advisers
3 November 2021 - Widely known for international pension transfers, NZBritannia is now offering investment opportunities to help Kiwis retire better and is on the hunt for advisers to join its Integral Master Trust.
How can the industry engage with retail investor craze?
3 March 2021 - As the lockdown-induced spike in retail investing is causing market craziness globally, what can advisers and fund managers do to bring retail investors back to the side of the sane?
COMMENT: Don’t miss your $5,000 deductions!
3 September 2020 - Residential landlords, take note: the clock is ticking on the Covid-19 related increase to the low value asset write-off threshold, writes property accountant Anthony Appleton-Tattersall.*
Adviser clients largely calm through Covid storm
19 March 2020 - Advisers say they are dealing with only a small number of inquiries about coronavirus-related market disruption – but that may be because of the work already put in on educating clients.
Adviser should have stopped relationship scam, complaint says
9 March 2020 - A complaint against a financial adviser who facilitated withdrawals for a client caught by a relationship scammer has been rejected.
Low interest rate environment creates adviser opportunity
7 February 2020 - Advisers dealing with clients shifting out of term deposits because of low interest rates will have to be prepared to have a conversation about fees, Milford Asset Management’s head of private wealth says.
