financialalert

And in other news... 29 July 2010

Thu, 29 Jul 2010 06:00:00 +1200

In this Roundup: - Advisers honoured as Fellows - Bookings open for Set B exam - Dorchester investors warned - Strategic Finance in liquidation - New course for CFP advisers - Head of Fin Serv Complaints

Morgan spin brings the money in

Wed, 28 Jul 2010 13:46:00 +1200

Despite the Gareth Morgan Growth fund being the worst performer over the last two years, and rock bottom over the last three months, investors piled in more money to it than any of its competitors...

AFAs may be exempt new replacement forms

Tue, 27 Jul 2010 11:47:00 +1200

The key financial advisory associations have been invited to examine new wording put out on Friday by the Investment Savings and Insurance Association (ISI) for its Replacement Policy Advice brochure and form - but all agree that Authorised Financial Advisers should be exempt from using them...

Publisher's Perspective: Morgan's nemesis

Thu, 22 Jul 2010 12:28:00 +1200

Gareth Morgan has again crossed the line of professionalism and common decency. His comments in yesterday�s New Zealand Herald went well beyond the pale, continuing what seems to be his mission to destroy the reputation of all financial advisers and achieve investor mistrust of all but one - himself...

ISI pulls pin on RPA policy - but only for now

Thu, 22 Jul 2010 11:42:00 +1200

The Investment Savings and Insurance Association has today confirmed that advisers are not expected to conform with the new Replacement Policy Advice policy - but the fund industry association insists it will implement an updated policy by 1 October...

ISI to capitulate on Replacement Policy Advice

Wed, 21 Jul 2010 12:28:00 +1200

The Investment Savings and Insurance Association is on the verge of announcing that its unpopular new Replacement Policy Advice policy will be scrapped, according to industry sources...

On the record: Darren Howlin, Research Manager, Lonsec

Tue, 20 Jul 2010 13:01:00 +1200

Australian-based research house, Lonsec, has been gearing up to offer its subscription funds research to New Zealand financial advisers. financialalert caught up with Darren Howlin, research manager at Lonsec and the man in charge of its New Zealand push, about what Lonsec will offer, and how it's different to the encumbent NZ funds research houses...

financialalert comes of age

Mon, 19 Jul 2010 14:58:00 +1200

Twenty years ago, New Zealand celebrated 150 years since the signing of the Treaty of Waitangi, put its first female Governor-General in office, Susan Devoy won the world squash championship - and July 2010 marks the 20th birthday of financialalert, the first dedicated publication for New Zealand's financial advisers...