Phil Macalister

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Financial planning

28 Aug

NZ ratings shake-up

Morningstar’s new quantitative measuring rating system released last Friday has fuelled major changes to fund manager ratings in New Zealand....

Financial planning

28 Aug

AMP NZ advisers unimpressed by package

AMP affiliated financial advisers in New Zealand are thumbing their noses at a proposed support package by the company to help them through the de-merger process....

Financial planning

29 Jul

Costello to act on trans-Tasman funds crisis

The Federal Treasurer Peter Costello is considering lobbying New Zealand ministers over problems Australian fund managers are having across the Tasman....

Financial planning

29 Jul

Industry seeks help for policy

The savings industry in New Zealand is reaching out to the broader business community in an effort to provide the Government with a savings policy....

Financial planning

20 Jun

Shaky Isles to be rocked by performance fees

Guardian Trust Financial Services has introduced a new performance based fee structure for its financial planners in New Zealand....

Financial planning

20 Jun

NZ managers batten down hatches over documents

A turf war between fund managers in New Zealand has triggered intervention from the Securities Commission....

Financial planning

05 Jun

Colonial First State pulls out of NZ

Colonial First State Investments has pulled out of New Zealand and transferred responsibility for distributing its funds to fellow Commonwealth Bank subsidiary, Sovereign...

Financial planning

29 Apr

NZ super fund gets backing from IMF

The New Zealand Government’s plans to establish a multi-billion dollar fund to help pay for some of the future costs on the state pension have been supported by the Inter...

Financial planning

29 Apr

NZ cracks down on mortgage schemes

New Zealand authorities continue to crack down on contributory mortgage offerings, but their efforts are almost fruitless....

Superannuation

28 Mar

National’s super plans opposed by two of its allies

The New Zealand National Party’s plans to offer tax incentives for retirement savings have been slammed by two of its allies, its potential coalition partner Act, and rig...