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Regulation

Putting the Client’s Interests First

04 Apr 2018
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Imagine you’re seeing your doctor or lawyer and they tell you “just so we are clear, my duty is to put your interests first… but I won’t necessarily be acting in your best interests.”  How would you feel? Comforted and relieved?  Or surprised and confused? 

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Investment Advice – Understanding Fees and Commissions

20 Jul 2017
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Before you use any investment adviser or seek professional advice, it is important to be familiar with how various fees and commissions work.

Like most things we pay for, we expect value in return.  Investors expect to receive a service that will potentially enhance returns, minimise risks, save time and generally relieve the stress and doubt that often comes from investing.

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Is there Value in Receiving Investment Advice?

12 Apr 2017
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The Financial Markets Authority (FMA) has recently released findings from their FMA Colmar Brunton commissioned survey of New Zealanders aged between 60 and 74. The survey was designed to find out how advice had helped them manage their savings.

Of those retirees who had sought professional financial advice, 95% said their adviser was either good, very good or extremely good value. Around 30% said their adviser was very good value.

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Relationship Property Basics

28 Mar 2017
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It is well known that at least a third of marriages and de facto relationships fail. Being aware of the financial consequences of the end of a relationship means you can put in place strategies to protect the property you acquired before the relationship and protect your rights to a share of property acquired during the relationship.

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FMA Seeks Clarity about Performance Fees

15 Dec 2015
in

The FMA recently requested submissions on its draft guidance document on fees and returns from managed funds. This is an area that has been somewhat lacking in the past. It has been very difficult to make a real comparison between the total fees charged by Fund Managers on their respective funds.

Essentially there was some inconsistency in how performance-based fees were disclosed in disclosure statements under the Securities Act, and how managers were calculating 0% PIR returns and fund charges.

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