News

Study finds investors can win with average active global share funds… there’s just one catch

3 April 2017

InvestmentNewsNZ: A new study has found backing just average active global equity funds managers can pay off – but only for institutional investors. More>

Distribution model key to trust post-crisis planning, MJW

3 April 2017

InvestmentNewsNZ: Funds designed to supply income over long-term intergenerational timelines should review how their current distribution policies would stack up following a financial crisis, a new Melville Jessup Weaver (MJW) paper argues. More>

FMA confirms short-term derivatives to be licensed

3 April 2017

The Financial Markets Authority has confirmed that businesses selling short-duration derivatives need to be licensed. The Financial Markets Conduct Act introduced licensing for derivatives issuers in December 2014. More>

Synergy launches SRI portfolios

31 March 2017

Goodreturns: Synergy Investment Programme is launching four new model portfolios, with a focus on socially responsible investment. More>

RBNZ: Input Sought on Insurer Law Review

31 March 2017

The Reserve Bank of New Zealand has published an issues paper for its review of the Insurance (Prudential Supervision) Act 2010 (IPSA). More>

Forum: Retirement Policy in an Age of Uncertainty

31 March 2017

There is much concern here and abroad about what the future holds for retirement policy. Brexit and the Trump election have profound implications for what is happening in the Ireland, England and the US. Australia has its own set of uncertainties and is in the midst of farreaching reform. More>

Anger at Superlife's KiwiSaver $100 'transfer' fee

31 March 2017

Stuff.co.nz: Sam Arora is taking a stand over his KiwiSaver provider's decision to charge him $100 to leave. Arora has his money invested with KiwiSaver provider SuperLife, but is considering shifting to rival provider Simplicity. More>

"Companies Office needs to pull finger and help the FMA"

31 March 2017

Gareth Vaughan argues the Companies Office needs to pull finger and help the FMA out if NZ's reputation is to be protected from association with unsavoury financial service providers. More>

Triggering of Article 50 a fresh blow for Qrops

31 March 2017

International Adviser magazine: The UK government’s move on Wednesday to kick start the official two-year process for leaving the European Union is likely to be a further blow to a Qrops industry still reeling from the shock 25% charge imposed earlier this month. More>

Many Kiwis have no idea how much income they need to retire

29 March 2017

 Stuff.co.nz: KiwiSaver provider Kiwi Wealth found something odd when developing online tools to help people work out how much to save to get the retirement they want. More>