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Asteron Life

Ballantyne: Advisers don't own clients
Insurance

Ballantyne: Advisers don't own clients

Advisers can expect insurance companies to have a more hands-on approach to their relationships with clients, Partners Life managing director Naomi Ballantyne says.

Tue, Dec 3rd 2019 09:13PM

[GRTV] Ballantyne on conduct and culture; who owns the client; the future of dealer groups and more

[GRTV] Ballantyne on conduct and culture; who owns the client; the future of dealer groups and more

1 min read
Southern Cross AGM highlights growth

Southern Cross AGM highlights growth

2 min read
Reserve Bank flags commission rates, solvency

Reserve Bank flags commission rates, solvency

2 min read
Southern Cross's new digital human answers our health insurance questions

Southern Cross's new digital human answers our health insurance questions

3 min read
Health insurance coverage jumps

Health insurance coverage jumps

2 min read
Newpark doubles down on helping its advisers in the new era

Newpark doubles down on helping its advisers in the new era

2 min read
AIA among transformation top performers

AIA among transformation top performers

2 min read
Reserve Bank points to insurer solvency review

Reserve Bank points to insurer solvency review

3 min read
Dealer group decides to close its doors

Dealer group decides to close its doors

2 min read
Profit drop for nib

Profit drop for nib

2 min read
Fidelity: Profit down as claims up

Fidelity: Profit down as claims up

3 min read
Advisers should pass level five with few problems: Hill

Advisers should pass level five with few problems: Hill

2 min read
BDMs put through level five to understand adviser experience

BDMs put through level five to understand adviser experience

2 min read
Fidelity hits $1 billion milestone

Fidelity hits $1 billion milestone

2 min read
Quotemonster responds to new adviser regime

Quotemonster responds to new adviser regime

2 min read

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Latest Comments

Surge in complaints against advisers
Susan Taylor is not THE financial ombudsman. We have an appointed Banking Ombudsman who is Nicola Sladden but there is no financial ombudsman per se. Susan Taylor is the CEO of Financial Services Complaints Limited (FSCL) a dispute resolution scheme which after a protracted court battle has now been allowed to use the term ombudsman in its name. FSCL’s website is now stating that they are “a financial ombudsman service” Susan Taylor in addition to being their CEO is also calling herself Financial Ombudsman. Just felt it was important to highlight the above when this article is all about people making instant judgements about others.
1 month ago Simon Rule

Business funding landscape change
As reported yesterday Kiwibank is owed just over $1.8 million now after the collapse of the Solar Group, while the Inland Revenue is owed around $933,675. The people in charge at Kiwibank think they don't need to run it like a real bank because of its taxpayer backing. Their attitude has always been they can just go back to the Government (taxpayer) for more money if needed. A lot of their lending decisions are based around this.
1 month ago Simon Rule

Trust Management starts push into financial advice market
Exciting to see Trust Investments stepping into the financial adviser space with such clarity of purpose and vision. After years of delivering thoughtful, values-driven outcomes for institutional and for-purpose clients, their expansion brings a welcome addition to adviser portfolios - with their Global Bond Fund providing a relevant alternative to some of the traditional approaches.
1 month ago Clayton Coplestone

Salt's Long Short Funds delivers the manager a big payday
I mean seriously, it's not really a benchmark that is a true test of skill is it?. It's set at such a level that a passive exposure would pay performance fees. From Salts own fact sheet, since inception the benchmark has returned 7.45% and also from Salts own fact sheet a passive NZX/ASX exposure return of 8.66% per annum. Congrats, you've underperformed your own passive comparison by 1.2% per annum before fees! It gets real spicy if you take a passive, hedged exposure to SPX. Now your benchmark is underperforming a passive exposure by 7% per annum. Don't really see the point of the the fund, not even volatility reduction as it looks like the fund participated fully in the drawdown during Trump 1 and COVID.
1 month ago Barry Peters

Big, fat beautiful fees
FYI - It is NOT the bank's data. If I as a banking customer agree that the fintech may have access the banks can't stop or charge for that data. If they do I can charge the bank for using my data. What ius good one way should be good the other as well.
1 month ago Martin Frauenstein
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Good Returns was established in 1997 and was one of the first successful online publishers in New Zealand and continues to be a publishing leader. Good Returns is held in high-regard by its target audience, the financial services industry. A team of highly experienced business journalists update the site daily with topical, breaking and relevant news and views. The team is led by founder and publisher Philip Macalister.
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