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# 1 portfolio construction info and tools resource for New Zealand's investment advisers | Est. 1990
Today's feature |
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And in other news - TNP launches association - New guidance note on remuneration disclosure...
TNP
launches professional association; Strategi publishes new guidance note
on remuneration disclosure;
Time to check your business interruption cover; Asia-Pacific ahead in
ESG ratings; Site offers directory of parliament and government
agencies; and Auckland Council ratings upgraded... Comments |
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Financial advisers need to get over their anger at being mystery shopped... Full story > The FMA needs to establish it's authority here and give Consumer the boot... Full story > Plus previously... |
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Reassessing multi-asset class portfolios
What is Roger Gibson - one of
the most consistent apostles of modern portfolio theory - thinking today
about the benefits of diversification? After the 2008 meltdown, is he
still touting the value of holding diverse asset classes? |
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Another mystery shop of
financial advisers is rumoured to be on the way. financialalert spoke
with Consumer about a possible mystery shop this year, as well
as advisers about the different approaches to dealing with a potential
mystery shopper... |
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And in other news - Tate explains why IFA broke from FAANZ
Plus - S&P exits fund research; NZ will top developed world growth
over next four decades; New risk tolerance tool; Health insurance
numbers stablising... |
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Advisers spoiled for CPD choice
For most financial advisers,
the next challenge in complying with regulation is continuing
professional development (CPD). The good news is there are a range of
organisations ready and able to assist. financialalert spoke with the
Financial Markets Authority (FMA) and some leading education providers
about advisers' responsibilities and how they can fulfill the
requirements... |
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In other news - 8 February 2012
van Eyk awards A ratings to
funds and ETFs; KiwiSaver FUM up 7.5% for quarter, the big get bigger;
ANZ reviews Bonus Bonds portfolios; business confidence uptick; house
affordability improves; adviser joins Plus4... |
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A conversation that tripled referrals
Last autumn, a veteran adviser
I know contacted his retired clients with the suggestion that they meet
to discuss one simple goal – to lay out detailed, monthly cash flow
forecasts matching funds coming in with cash going out. Not only did
this exercise benefit those clients, he tripled his referrals in the
process... |
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Retrospective QROPS changes could catch NZ advisers out
Kiwi AFAs who work in the UK
pension transfer space may start receiving a lot of phone calls if a new
law is passed in the UK which aims to ensure any QROPs scheme not
obeying the rules loses its QROPS status - leaving investors in those
schemes subject to a retrospective 55% tax claw-back. But, the real hook
is that the legislation is retrospective back to 2006 when QROPS first
began... |
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Investment
Philosophy, politics and economics
> Investors set to pay for Greece > |
Advice
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