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Financial Advice NZ CEO: Dodds vs Severn?

Wed, 21 Feb 2018 06:00:00 +1300

Chief executives of both the Institute of Financial Advisers and the Professional Advisers Association are putting their hands up to lead Financial Advice New Zealand.

FMA concerned at AFA disclosure

Tue, 20 Feb 2018 06:00:00 +1300

Regulators are concerned about authorised financial advisers' disclosure statements not complying with regulations.

NZX reports FUM lift

Mon, 19 Feb 2018 08:55:00 +1300

2017 was a good year for NZX's funds management business.

Big opportunity for advisers: Mercer

Mon, 19 Feb 2018 06:00:00 +1300

A changing employment environment may provide new business opportunities for financial advisers.

Getting to Know: Nick Stewart

Fri, 16 Feb 2018 10:30:00 +1300

A family connection got this adviser into the industry but now he'd like to see some changes.

Barry Read's IDS to merge with Strategi

Fri, 16 Feb 2018 09:49:00 +1300

[UPDATED] Two companies offering compliance to advisers, Strategi and IDS, have agreed to merge their businesses under one brand.

GRTV: No bull like an old bull

Fri, 16 Feb 2018 07:24:00 +1300

There could be a year or two of the bull market left to run, despite wobbles in equities over recent weeks.

Who'll still be standing in 12 months' time?

Fri, 16 Feb 2018 05:59:00 +1300

David Whyte ponders what lies ahead for financial advisers.

Quality mark plan raises CFP questions

Wed, 14 Feb 2018 06:00:00 +1300

Advisers worried about how the CFP designation will fit in with Financial Advice NZ’s planned quality mark for advisers are being told to wait for more details.

Advice penalties increase

Tue, 13 Feb 2018 06:00:00 +1300

Financial advisers face much tougher penalties if they breach the rules under the new regulatory regime.

Legg Mason launches fund

Mon, 12 Feb 2018 10:34:00 +1300

Investment manager Legg Mason is expanding its presence in the New Zealand market with the launch of a PIE fund targeting retail investors for the first time, as well as institutional investors.

Dispute schemes: Fees are fair

Mon, 12 Feb 2018 06:00:00 +1300

Advisers are being told worries about their membership fees "subsidising" dispute schemes' other work are unfounded.

Vested outsourcing - How outsourcing is meant to be

Fri, 09 Feb 2018 09:57:00 +1300

The concept of outsourcing emerged from business academia in the early 1980s and gradually gained adherents.  Today it’s simply part of normal business practice.

Adviser numbers could drop 50%: Moore

Thu, 08 Feb 2018 06:00:00 +1300

A prediction that adviser numbers could halve over the coming years has been disputed by professional associations.

Financial Advice NZ clarifies priorities

Wed, 07 Feb 2018 06:00:00 +1300

Work continues on the development of Financial Advice NZ, with more meetings being held this week.

Markets wobble - what next?

Wed, 07 Feb 2018 05:59:00 +1300

Growing popularity of exchange-traded funds may be partly to blame for a sharp market drop on Monday.

Advisers have role to boost confidence

Mon, 05 Feb 2018 06:00:00 +1300

New Zealanders have a growing need for financial advice, a new report on investor confidence indicates.

Getting to Know: Trevor Slater

Fri, 02 Feb 2018 12:00:00 +1300

Trevor Slater says advisers should try not to overreact when they get a complaint.

Time's up for admin fees: Morningstar

Thu, 01 Feb 2018 06:00:00 +1300

KiwiSaver providers should drop their dollar-based annual administration fees, Morningstar says.

FMA has eye on conflicted conduct

Wed, 31 Jan 2018 06:00:00 +1300

New Zealand’s regulator is studying how conflicts of interests are managed in this country as its counterpart across the ditch raises concerns.

Client-first rule softened - why?

Tue, 30 Jan 2018 06:00:00 +1300

New Zealand rules around advisers’ obligation to put their clients’ interests first have been watered down in the new iteration of the law.

New Zealand values most stretched in world

Fri, 26 Jan 2018 06:00:00 +1300

New Zealand equities are the most highly valued in the world on a price-to-earnings basis according to a ranking of MSCI indexes, but local commentators say that’s not necessarily cause for concern.

Advisers told: Don't ignore crypto

Thu, 25 Jan 2018 06:00:00 +1300

Financial advisers should expand their repertoire to be able to offer advice on cryptocurrencies, one expert says.

Options emerge for licence-averse advisers

Wed, 24 Jan 2018 06:00:00 +1300

One compliance firm is pondering becoming a financial advice provider to help small businesses in new regime.

Exemption grows under FSLAB

Tue, 23 Jan 2018 06:00:00 +1300

An exclusion that allowed lawyers and accountants to give financial advice without being caught by the same regulations as financial advisers looks to have been extended under the new rules.

'Business as usual' despite correction fears

Mon, 22 Jan 2018 06:00:00 +1300

Fund managers are being told a shift to alternative assets could be a good move if they expect a downturn in 2018.

Getting to Know: Mary Potter

Fri, 19 Jan 2018 12:00:00 +1300

ANZ Investments northern business development manager Mary Potter says the people she has worked with have been one of the highlights of her career.

Client first 'means responsible investment'

Thu, 18 Jan 2018 06:00:00 +1300

New Zealand advisers and fund managers need to consider clients’ desire for responsible investment of their money if they are to meet their duty to act in clients’ best interests, the Responsible Investment Association of Australasia says.

No safe harbour for new advisers

Wed, 17 Jan 2018 06:00:00 +1300

Advice firms wanting to recruit new advisers could have a new hurdle once the new regime takes effect.

Advice force changes: Hunters out, farmers in

Tue, 16 Jan 2018 06:00:00 +1300

Selling a book of business is a different proposition in 2018 than it was a few years ago - and not just because average values have increased substantially.

Stakeholders urged to submit on bill

Mon, 15 Jan 2018 06:00:00 +1300

Submitters are working to a tight timeframe to get their views in on the Financial Service Legislation Amendment Bill.

Don't worry, stay invested

Fri, 12 Jan 2018 06:00:00 +1300

New Zealand market commentators are optimistic about the year ahead, despite international warnings that a crash is “overdue”.

Squeeze on financial recruitment

Thu, 11 Jan 2018 06:00:00 +1300

A tough hiring environment may force banks and other financial institutions to take a broader approach to finding financial advisers this year.

Cryptocurrency fund open to New Zealand investors

Wed, 10 Jan 2018 06:00:00 +1300

New Zealand investors can tap into a cyrptocurrency-focused managed fund – but only if they have at least US$100,000 to invest.

Committee members to lobby for advice strands

Tue, 09 Jan 2018 06:00:00 +1300

Members of Financial Advice New Zealand sub-committees say they plan to advocate for their advice strands as the new association is formed, and regulation overhauled.

Consilium reports super-charged growth

Thu, 28 Dec 2017 06:00:00 +1300

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

Financial Advice NZ acknowledges frustrations

Wed, 27 Dec 2017 06:00:00 +1300

Financial Advice NZ has acknowledged advisers' frustration at the time it has taken to establish the new professonal association.

2018 brings challenges for fund managers

Fri, 22 Dec 2017 06:00:00 +1300

Fund managers are expecting the next 12 months to be a tough, competitive year - but growth is still on the cards.

ANZ plan to sell UDC Finance stalled

Thu, 21 Dec 2017 10:06:00 +1300

The Overseas Investment Office has rejected an application from China-based HNA to buy UDC Finance, from ANZ for $660 million.

More consultation on Minister's to-do list

Tue, 19 Dec 2017 06:00:00 +1300

The Ministry of Business, Innovation and Employment wants to see consultation papers on the regulation of financial advice issued within the first 100 days of this government's term.