Phil Macalister

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Financial planning

12 Oct

Watchdog critical of firm’s actions

The Insurance and Savings Ombudsman (ISO) has hit out at a New Zealand financial services firm, accusing it of undermining the credibility of its scheme in order to avoid...

Financial planning

03 Oct

SRI appeals to youth market

Ethical investing is a great way for financial planners to sign up younger clients, co-chair of the Ethical Investment Association Janice Carpenter says....

Financial planning

02 Oct

Reeves Moses planners face court action

Prominent New Zealand financial advisors Roger Moses and Gary Stevens have appeared in the District Court in Auckland on charges of breaching the Securities Act over cont...

Superannuation

02 Oct

Problems with pre funding NZ Super

A leading United States superannuation expert says the New Zealand Government’s plans to prefund New Zealand Superannuation are commendable, however he says there are two...

Financial planning

27 Sep

Regulator wants more power to act on advisers

The New Zealand Securities Commission is proposing much tougher disclosure rules for investment advisers, including giving itself the power to ban advisers....

Financial planning

27 Sep

Charges dismissed

A judge in the District Court at Auckland has thrown out all the securities charges levelled against two of New Zealand’s longest serving planners, Roger Moses and Gary S...

Financial planning

27 Sep

Start-ups get thumbs down

A number of the large established life companies aren’t giving the start-up operations in New Zealand much hope of either survival or profitability....

Financial planning

27 Sep

Ethical funds performance a mystery

There is evidence that socially responsible funds provide outperform, however there are questions over what actually delivers the extra returns according to Institute of ...

Financial planning

19 Sep

NZ managers cop flak for fund closures

Fund managers in New Zealand are being criticised for their decision to close many of their funds following the terrorist attacks in the United States earlier this month....

Financial planning

08 Aug

Harts NZ presence under a cloud

The future of the Harts Group in New Zealand, formerly Reeves Moses InvestorCare (RMI), is up in the air, after its listed parent company in Australia ran into trouble an...