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[GRTV] Financial advice transformed my life: Shanks

Financial Advice New Zealand chief executive Katrina Shanks says getting her own financial adviser has transformed her life.

Mon, Oct 12th 2020 11:36AM

[GRTV] The winners and losers from Covid-19

4 min read

[GRTV] Depressing imbalances in IP market: Hutchinson

8 min read

Melanie Purdey

8 min read

[GRTV] Full Interview: Sam Tremethick

7 min read

[GRTV] ANZ Investments' CIO Paul Huxford

10 min read

[GRTV] Bevan Graham

8 min read

[GRTV] Henry Stokes

10 min read

[GRTV] Investing's difficult at the moment top manager says

12 min read

[GRTV] Time to change debate on replacement business

11 min read

[GRTV] Benefits of Asia ETFs

9 min read

[GRTV] Fisher Funds' Sam Dickie's 2020 outlook

10 min read

[GRTV] Harbour Asset Management – Andrew Bascand

10 min read

[GRTV] Potential FAP costs and CRM intricacies

10 min read

[GRTV] Why a four day week is good; Fears about markets

11 min read

[GRTV] We have to prove we are not the bad guys: Ballantyne

11 min read

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Showing 1 to 16 of 41 results

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