financialalert

And in other news... 10 Mar 2010

Wed, 10 Mar 2010 10:59:00 +1100

In this week's Roundup: - Advisers urged to take part in survey - FPA to publish banned member list - TNP/ABG form alliance - Sovereign partners on training - Tower wants PPP in KiwiSaver - Milford appoints MD - KiwiSaver changes fast tracked - KiwiSaver changes "knee-jerk" - Wholesale guarantee to end

Further suit against Curtin

Tue, 09 Mar 2010 10:18:00 +1100

In a media release today, the Commerce Commission announced that further court proceedings have been filed against Commissioner Donal Curtin, relating to his role as an investment adviser...

Protecting your clients' wealth

Mon, 08 Mar 2010 09:38:00 +1100

Wall Street Journal columnist and renowned author, Jason Zweig, talks about how advisers need to rethink their approach to the risks they're taking with their clients' money - and ask themselves "Am I eating my own cooking?" Would I put my money at risk the same way I'm recommending that my clients do?

On the record: Peter Leitch, President of PAA

Fri, 05 Mar 2010 11:09:00 +1100

The Professional Advisers Association has grown rapidly in the past few years, and now has over 850 members. financialalert caught up with PAA President, Peter Leitch, to discuss regulation, the PAA's priorities for 2010 - and the growing fees vs commission debate...

Huljich head rolls on returns debacle

Thu, 04 Mar 2010 09:39:00 +1100

Head of embattled KiwiSaver provider, Huljich Wealth Management, Peter Huljich, has resigned as managing director and chief investment officer and chairman Dr Don Brash has taken over both roles...

Making the transition to fee for service

Fri, 26 Feb 2010 09:02:00 +1100

Across the Tasman, the FPA is enforcing a move to a fee-for-service model for all its members by 2012. Here, Australian commentator Ray Griffin discusses the benefits to firms who make the transition, and what's needed to transition successfully...

On the record: Ross Butler, Code Committee Chairman

Thu, 25 Feb 2010 09:02:00 +1100

One of the final pieces in the regulation puzzle is the Adviser Code of Professional Conduct. financialalert caught up with Code Committee Chairman, Ross Butler, to find out when the draft Code will be out, and what form it will take...

Clarion call to advisers - 60% of Kiwis financially stressed

Tue, 23 Feb 2010 10:01:00 +1100

If anything underlines the need most New Zealanders have to take financial advice, a new survey has found that 60% of Kiwis are financially stressed - but most don't plan to change the way they spend or invest...

6 ways to make the most of your website

Mon, 22 Feb 2010 09:45:00 +1100

Even if your web site already has the right look and feel, it can be improved. When you re-evaluate your site � as you should at least once a year � consider these six goals...