“I can’t understand why technology isn’t more widely used by advisers, it’s all manual Word docs and spreadsheets. Every place I go, I try to have OMNIMax implemented.” As a graduate James Kara considered himself lucky to join a financial practice that had implemented a bespoke OMNIMax solution… Since then, Kara has been on a… [Read More…]
Sponsored Content
From climate change to climate transition
Can looking beyond green credentials accelerate a lower-carbon world? There are two ways of looking at climate change and its investment implications. Companies, and assets like real estate, are either part of the solution or will need to adapt. Investors face a related conundrum: ‘Should you merely try to reduce the emissions in your portfolio,… [Read More…]
From carbon emitters to carbon cutters
Can an engagement programme with teeth drive change where it matters most? The influential economist Albert Hirschman argued engagement is the most impactful way to drive change. Once you walk away, you lose your voice. Steve Waygood, chief responsible investment officer at Aviva Investors, shares that view, believing that while divestment may be a simpler… [Read More…]
Reflation, renewables and the road ahead: three predictions for global listed infrastructure
As the world emerges from COVID-19, infrastructure offers investors many opportunities. Below are three observations about the current market conditions. 1. The valuation gap is closing The past 18 months have been particularly challenging for global listed infrastructure, as 2020 was only the second time in the past 15 years that the asset class underperformed… [Read More…]
KiwiSaver in colour: why it shouldn’t be the new black
Over the 2020/21 financial year, KiwiSaver fired on all cylinders but, according to Mint Asset Management head of sales and marketing David Boyle, focusing just on fees could limit its future performance potential… Henry Ford liked things simple. And there was one defining moment of simplification in particular that stands out in Ford’s autobiography, penned… [Read More…]
Pricing Carbon: Taxing polluters is the only way forward
Nearly three decades after it first agreed to tackle climate change, the world has failed miserably to curb the growth in CO2 emissions. To succeed, it urgently needs to establish an effective price for carbon.
How many Kiwis has KiwiSaver saved?
Mint head of sales and marketing, David Boyle, answers the big KiwiSaver questions… What do we need to do to make our good retirement scheme great? The answer to the headline is obviously none of our feathered friends, but there are plenty of the human variety who have reason to be thankful. And, with… [Read More…]
Work Smarter; Save 2-3 Hours on Your Investment Plans!
“We feel there’s a need to lean on tech processes in order to grow…” A recent comment made by a financial adviser suggesting they were already under the pump and needed to free up some time if they were to look to increase their portfolio of customers. Coupled with the suggestion that there is more… [Read More…]
The nays don’t have it: Why DIY and professional advice can see eye-to-eye
More than a year on since the first FMA ‘Great Debate’ where active investment scored a surprise win over passive, Mint Asset Management head of sales and marketing, David Boyle, reprises his role as MC in the sequel ‘Advice v DIY’, laying down da debating beat…
Financial services business strategy made easy: 8 steps to a beautiful annual operating plan
Brett Herkt, BoardPro CEO and co-founder explains why well-structured and thorough business planning can help NZ financial services businesses stay on top of regulation and ahead of the competition…