Changes at BT Funds Management and Fisher Funds have seen both firms replaced as advisers to the dual listed $74 million New Zealand Investment Trust, which is managed by Exeter Asset Management.

Auckland

Investor confidence was down slightly in the first quarter of 2004, but remains strong thanks to a growing faith in sharemarket returns.

Morningstar has upgraded two managers and knocked one back in its latest review of its star ratings.

Wellington

Christchurch

Ministry of Economic Development officials told the Securities Commission and ministers that that the favoured solution to the ARMIS row – passed into law 10 days ago – is costly, inefficient, and unnecessary.

Auckland

How to create loyal and profitable customers.

Why lifestyle isn't a soft and fluffy issue for new generation advisers.

Managed funds have staged a significant recovery 12 months on from the end of the Iraq war.

One of the relatively new tools available to investors and advisers are the structured investment products, such as those offered by the likes of boutique manager Liontamer.