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Labour would change Reserve Bank - so what?

Thu, 21 Sep 2017 06:00:00 +1200

A change of government this weekend could mean a new direction for the Reserve Bank and another element for investors to understand.




Advisers should speak up for investor unfairness

Wed, 20 Sep 2017 06:00:00 +1200

An adviser says a recent $25 million new shares placement by Turners Automotive Group highlights the importance of advisers to investors as the industry continues to embrace roboadvice.




FANZ versus Financial Advice NZ

Tue, 19 Sep 2017 06:00:00 +1200

A legal stoush is brewing over the use of four little letters, and advisers say those developing the new professional body for the industry may not have thought hard enough about its name.




Getting to Know: Toni Dodds

Fri, 15 Sep 2017 11:00:00 +1200

She's Fred's daughter, but don't hold that against Toni Dodds.




Local managers could miss out on passport benefits

Fri, 15 Sep 2017 06:00:00 +1200

New moves to allow international fund managers to more easily offer their products in New Zealand could lead to them “cutting New Zealand managers’ lunch”.




Bill's quality and quantity aims 'a possible conflict'

Wed, 13 Sep 2017 06:00:00 +1200

A working group tasked with developing the new code of conduct for financial advisers will have to juggle two potentially competing aims of the new legislation.




New disclosure requirement could backfire

Tue, 12 Sep 2017 06:00:00 +1200

External disputes resolution schemes are worried that a new obligation requiring them to notify the Financial Markets Authority when they believe a law has been broken could lead to financial services providers being less willing to acknowledge their mistakes.




New Zealand's advice problem

Mon, 11 Sep 2017 06:00:00 +1200

New Zealanders need to realise they need advice, and they are going to have to pay for it, a KiwiSaver panel was told at this year’s Financial Services Council conference.




Getting to Know: Liz Koh

Fri, 08 Sep 2017 11:00:00 +1200

Adviser Liz Koh says she deliberately set out to build a public profile.




$5.4m Ponzi admitted

Wed, 06 Sep 2017 13:59:00 +1200

New Zealand investors have lost $5.4 million in another Ponzi scheme.




Warning for would-be providers

Wed, 06 Sep 2017 06:00:00 +1200

Advice firms planning to apply for a license as a financial advice provider may need to think twice before they adopt a model that relies on nominated representatives.




Consilium offers philanthropic solution

Sun, 03 Sep 2017 06:00:00 +1200

New Zealanders will soon have the option of asking their financial advisers to help them manage money they want to donate to charity.




Getting to Know: Dean Anderson

Fri, 01 Sep 2017 11:00:00 +1200

Dean Anderson is the face of Smartshares for many advisers - but do you know where he spent 2006?




Trustee company turns to private equity

Fri, 01 Sep 2017 06:01:00 +1200

Private equity company Direct Capital takes a stake in Complectus, which owns Perpetual Guardian and other trustee firms.




FMA: No regrets about $1.7m bill

Fri, 01 Sep 2017 06:00:00 +1200

Financial Markets Authority chief executive Rob Everett says $1.7 million for its case against fund manager Mark Warminger was money well spent.




Fund Source surprises with awards

Wed, 30 Aug 2017 20:42:00 +1200

There were some surprises in the Fund Source Fund Manager of the year awards which where handed out in Auckland last night.




FMA outlines plans - has eyes on advisers

Wed, 30 Aug 2017 06:00:00 +1200

The Financial Markets Authority is laying out how it plans to use its new, increase level of funding – and advisers can expect to receive its attention.




Under-active RFAs may drop out

Tue, 29 Aug 2017 06:00:00 +1200

A large number of advisers are not working full-time and may take the chance to drop out when new advice laws kick in.




Sharesies ponders advice offer

Mon, 28 Aug 2017 06:00:00 +1200

Working out how advice will fit into its platform is on the agenda for new investment provider Sharesies.




Getting to Know: Reagan Bax

Fri, 25 Aug 2017 11:00:00 +1200

Is Reagan Bax, brother of model Kylie Bax, the only member of the NZ financial advice sector to have played golf with Donald Trump?




Adviser wants 'gold standard' for industry

Fri, 25 Aug 2017 06:00:00 +1200

A financial adviser with trans-Tasman experience says New Zealand advisers are subject to insufficient regulation, compared to their Australian counterparts.




No fine for QROPS adviser who breached code

Wed, 23 Aug 2017 15:36:00 +1200

A financial adviser has been censured and ordered to operate under supervision for at least six months after being found to have breached the code of conduct.




Industry demands details

Wed, 23 Aug 2017 06:00:00 +1200

The financial advice sector has been left puzzled by the role of nominated representatives in the new financial advice regime, how they will work for Financial Advice Providers, and how consumers might complain about them, should they need to.




Chaotic election not necessarily bad news for investors

Tue, 22 Aug 2017 06:00:00 +1200

New Zealand’s political landscape may be turmultuous but fund managers are divided on how much of an impact it will have on the local markets.




Managers issue risk warning

Mon, 21 Aug 2017 06:00:00 +1200

Fund managers are warning that the risk indicators they use in information for investors may make their funds seem less volatile than they really are.




Getting to Know: Peter Neilson

Fri, 18 Aug 2017 11:00:00 +1200

Peter Neilson was the chair of the Financial Services Council until insurers quit in revolt over a report into insurance commissions, and was the Associate Minister of Finance during the sharemarket crash. Here, he talks about why advisers should be more like surgeons.




Pro-bono work recognised

Fri, 18 Aug 2017 06:00:00 +1200

A pro bono initiative run by the Southland branch of the IFA could be replicated across the country when Financial Advice NZ becomes operational.




Court sides with i-Select

Thu, 17 Aug 2017 11:00:00 +1200

Advice firm Saturn Portfolio Management has lost its fight against a superannuation scheme provider’s move, which it says has cost it clients.




Clients might need a bonds brush-up

Thu, 17 Aug 2017 06:01:00 +1200

Advisers are being warned that some clients may get a shock when rising interest rates put pressure on bond values.




New legislation may give advice industry new life

Wed, 16 Aug 2017 06:00:00 +1200

The financial advice industry is well-positioned for growth, if it is willing to make changes.




QFEs get licensing head-start

Tue, 15 Aug 2017 06:00:00 +1200

Dealer groups and adviser networks may opt for financial advice provider status (FAP) under the new legislation, but it is expected to be an easier transition for existing qualifying financial entities (QFEs).




Working group lays out plans

Mon, 14 Aug 2017 06:00:00 +1200

A preliminary draft of the new code of conduct to cover all advisers is expected by next March or April, the working group developing it says.




FNZC launches private investment channel

Mon, 14 Aug 2017 05:59:00 +1200

First NZ Capital (FNZC) is offering a new channel for private investors to put their money directly into medium-to-large unlisted New Zealand businesses.




Getting to Know: Binu Paul

Fri, 11 Aug 2017 11:00:00 +1200

Binu Paul is known in the industry for his fresh approach to the application of technology in financial services. But did you know about his plans to dabble in fashion?




Some active managers delivering little for fee: Report

Fri, 11 Aug 2017 06:00:00 +1200

Some New Zealand active equity managers are running investments only 27% different from the index, a new report has found.




Financial Advice NZ? Wait and see

Thu, 10 Aug 2017 06:00:00 +1200

One adviser association will wait a couple of years before deciding whether its members will join Financial Advice NZ.




Managers struggle to find index to report against

Wed, 09 Aug 2017 06:00:00 +1200

An exemption is being proposed for fund managers who are unable to find a compliant market index to use when they communicate to clients how their funds have performed.




Law changes an imperfect improvement

Tue, 08 Aug 2017 06:00:00 +1200

Changes made to the Financial Services Legislation Amendment Bill before it was introduced to Parliament have been welcomed by the financial advice sector - but some say they did not go far enough.




Bill won't get through this term - so what?

Mon, 07 Aug 2017 06:00:00 +1200

Labour 'can't guarantee' position of support for the Financial Services Legislation Amendment Bill won't change.




The big reveal (VIDEO)

Fri, 04 Aug 2017 14:59:00 +1200

Financial Advice New Zealand reveals its establishment board and new brand.